Vietnam Pulp And Paper Industry

Produced pulp volume in the world reached 156.8 million tons in 2017, an increase of 3.1 million tons, equivalent to 2.0% over 2016 as series of new production line to be invested in the period 2016-2019 are expected a supply booming of pulp on the market in the future. Asian pulp consumption volume has been leading the world with 60.8 million tons in 2016, up 1.5 million tons, equivalent to 2% over 2015. In 2017, global pulp volume reached nearly 432 million tons, increasing by 1.6% compared to the consumption of 425 million tons in 2016. In the 9 months of 2018, the export value of pulp and paper of Vietnam was 750.08 million USD, up 48.8% compared to the same period of 2017, accounting for 0.41% of total export turnover. Number of enterprises in the paper industry has been increasing at the rate of 5.96%.

In the first 9 months of 2018, pulp volume reached 63.029 tons, increase 3.21% compared to the previous year. Pulp production has shown signs of growth since 2017. This is due to the shortage in the production line and the shortage of raw materials, the industry has to compete with the wood processing industry while the plantation forest is not much.

The revenue from pulp has many fluctuations. In Q1/2018, pulp consumption sharply plunged to about 362.27 billion dong due to shrinking production, down 141% compared to the same period in 2017.
From 2011 to 2017, the production of paper grew at the CAGR of 15.1%. In the 1st quarter of 2018, the quantity of produced paper reached approximately 3.31 million tons, an increase of over 6.87% compared to the same period of last year. Paper consumption in Vietnam market has been rapidly increasing at the annual average rate of 7.37% between 2011 and 2017.

Abbreviations
Summary
1. Business environment                            
1.1. Macroeconomic situation
1.2. Legal framework
2. The world pulp and paper industry
2.1. Pulp
2.1.1. Production
2.1.2. Consumption
2.1.3. Import – Export
2.2. Paper
2.2.1. Production
2.2.2. Consumption
2.2.3. Import – Export
2.3. The pulp and paper industry in some countries
3. The pulp and paper industry in Vietnam
3.1. History of formation and development
3.2. Pulp
3.2.1. Production
3.2.2. Consumption
3.2.3. Import
3.3. Paper
3.3.1. Production
3.3.2. Consumption
3.3.3. Export
3.3.4. Import
4. Overview of the industry
4.1. Competitiveness analysis
4.2. Planning
5. Enterprise analysis
5.1. Introduction of enterprises
5.2. Indicators of business results
5.3. Indicators of finance
5.4. Indicators of performance efficiency

Diana Unicharm Joint Stock Company
Kimberly-Clark Viet Nam Co, Ltd
Kraft Vina Co, Ltd
Sai Gon paper JSC
An Hoa paper JSC
Cheng Yang paper mill Co, Ltd
Box-pak Viet Nam Co, Ltd
Bien Hoa packaging JSC
Sabeco- song Lam packaging JSC

Figure 1: GDP growth, 2015 – Q3/2018
Figure 2: Production index of processing and manufacturing industry, 2012 – 9M/2018
Figure 3: Average interest rate, 2012- 9M/2018
Figure 4: Proportion of the contribution of pulp and paper industry to Vietnam’s export value, 2012- 9M/2018
Figure 5: The VND/USD exchange rate, 2011-9M/2018
Figure 6: The VND/CNY exchange rate, 2016 – 9/2018
Figure 7: Vietnam’s population and population structure in workforce, 2010-2017
Figure 8: World pulp output quantity, 2014-2020f
Figure 9: Structure of pulp production by country, 2017e
Figure 10: World pulp consumption by type, 2011 – 2017e
Figure 11: Structure of world consumption by region, 2016e
Figure 12: World pulp export – import, 2016 – 2017
Figure 13: World paper output quantity, 2012-2017e
Figure 14: Top 10 leading countries in paper production output, 2016 – 2017
Figure 15: World output quantity of paperboard and packaging paper, 2012-2017e
Figure 16: Structure of world production of paperboard and packaging paper, 2017e
Figure 17: Global tissue paper output quantity, 2000 – 2017e
Figure 18: Production structure of global tissue paper by country, 2017
Figure 19: Global paper consumption by region, 2012 – 2016e
Figure 20: Global revenue from paper consumption, 2012-2020f
Figure 21: World export value of paper, 2010-2017e
Figure 22: Structure of global paper export by type, 2017e
Figure 23: China’s pulp output quantity, 2013 – 2017
Figure 24: Paper production and consumption in China, 2016e
Figure 25: China’s pulp import-export, 2012 – 2017e
Figure 26: China’s paper import-export, 2013 – 2017e
Figure 27: Structure of China‘s pulp import, 2017
Figure 28: The US pulp production, 2010-2017e
Figure 29: The US paper production, 2011 – 2017e
Figure 30: The US import-export value of pulp, 2010 – 2017e
Figure 31: Structure of the US pulp export by value, 2017e
Figure 32: Paper trade in the US, 2016 – 2017e
Figure 33: Output quantity of paper and paperboard in Japan,
2012 – 2017e
Figure 34: Japan’s pulp import-export, 2010 – 2017e
Figure 35: Japan’s recycled paper export-import,
2010-2017e
Figure 36: Japan’s trade of paper and paperboard, 2016 – 2017e
Figure 37: Structure of Japan’s paper import, 2017e
Figure 38: Structure of Japan’s paper export, 2017e
Figure 39: History of formation and development of paper industry
Figure 40: Output quantity of Pulp, 2010 – 9M/2018
Figure 41: Pulp consumption by volume, 2010 – 9M/2018
Figure 42: Revenue of pulp consumption, 2010 – 9M/2018
Figure 43: Pulp import, 2011 – 2017
Figure 44: Import structure of Viet Nam pulp by value, 2017
Figure 45: Paper production by type, 2011 – 9M/2018e
Figure 46: Structure of paper production by type, 9M/2018e
Figure 47: Domestically produced paper consumption,
2011 – 9M/2018e
Figure 48: Average paper consumption per capita in Vietnam,  2011 – 2017
Figure 49: Average paper consumption per capita in some countries, 2016
Figure 50: Revenue from paper industry, 2010 – 9M/2018e
Figure 51: Structure of paper consumption by type, 9M/2018e
Figure 52: Structure of tissue paper consumption by type, 2017
Figure 53: Paper export, 2011 – 9M/2018
Figure 54: Top 10 countries that are Vietnam’s major paper importers, by value 9M/2018
Figure 55: Contribution of FDI businesses to paper export, 2013 – 2017
Figure 56: Export of some paper products, 2011 – 2017
Figure 57: Paper import, 2011 – 9M/2018
Figure 58: Import of paper products, 2011 – 9M/2018
Figure 59: Structure of import paper and paper products by value,  9M/2018
Figure 60: Structure of paper import by volume, 2017
Figure 61: Growth of net revenue, 2016 – 2017
Figure 62: Gross profit margin, 2016-2017
Figure 63: Sales expenses/ Net revenue, 2016-2017
Figure 64: Administrative expenses/ Net revenue, 2016-2017
Figure 65: Financial expenses /Net revenue, 2016-2017
Figure 66: Days of sales outstanding, 2017
Figure 67: Liquidity, 2016- 2017
Figure 68: Days’ sales in inventory, 2017
Figure 69: Structure of Assets and Total assets turnover, 2017
Figure 70: Structure of debts and Debt/Equity ratio, 2017
Figure 71: Profit margin, 2017

Table 1: Energy rated consumption for paper products until the end of 2020 
Table 2: Top 10 countries that have the highest pulp import, 2016-2017
Table 3: Top 10 countries that have the highest paper export value, 2017e
Table 4: Top 10 countries that have the highest paper import value, 2017e
Table 5: Top 10 countries that have the highest pulp export value to the US, 2017e
Table 6: Top 10 largest paper companies over the world, 2017
Table 7: Portfolio of investment projects by period
Table 8: Portfolio of investment projects by period
Table 9: Criteria of designed capacity
Table 10: Criteria of output quantity
Table 11: Regions of growing material trees for paper production
Table 12: Typical enterprises in paper and pulp industry, 2017