Container charges increased more than 4 times According to Drewry World, the container freight rate announced on May 27, 2021 for a 40-foot container from Shanghai (China) to Rotterdam (Netherlands) has increased to USD 10,174, up 3.1% from a week earlier and up 485% from a year ago. The global container freight rate index (which includes eight major routes) was up 2%, to $6,257 from a week earlier and 293% higher from a year ago. Freight rates are at their highest levels since 2011. Container freight rates are rising because demand is outstripping supply due to a shortage of 20- and 40-foot containers. In the context of consumer demand and the price of basic raw materials, commodities increased sharply, leading many businesses to increase stockpiling of goods, disruption from the congestion of the Suez Canal at the end of March 2021. Port congestion is causing delays and higher costs for shippers, while ocean carriers enjoy sky-high profits. According to the chairman of a seafood processing company, it is estimated that the freight rate of container ships from Vietnam to Europe has increased more than four times, from 1,700-1,800 USD/container to 7,000-8,000 USD/container compared to before the epidemic occurred. out. Freight rates to the East Coast of the United States have increased more than 1.7 times, from 4,500 USD to 8,000 – 10,000 USD/container. Opportunities are not spread evenly On the listed stock exchange today, the number of enterprises providing shipping services is relatively small. Enterprises such as Hai An Transport and Loading Joint Stock Company (code HAH), PetroVietnam Transportation Joint Stock Corporation (code PVT), Vietnam Shipping Joint Stock Company (code) can be mentioned immediately. VOS)… The shipping market share is still mainly in the hands of foreign enterprises. At PVT, in recent years, the business has continuously pursued a fleet rejuvenation strategy to increase business efficiency, by the end of 2020 owns a fleet of 34 ships. The company operates mainly in the field of transporting crude oil, oil products, transporting LPG…, products related to the parent company is the Vietnam Oil and Gas Group (PVN). Therefore, PVT is not able to decide on freight prices, leading to stable gross profit margin and no growth, although oil prices and freight rates have fluctuated in recent years. At VOS, as of December 31, 2020, the company owns a fleet of 12 ships with a total tonnage of 405,112 dwt, including 8 dry and bulk cargo ships; 2 product tankers and 2 container ships. In addition, the enterprise also periodically leases a number of ships to maintain regular fleet operations of 12-14 ships. VOS’s fleet operates regularly in Southeast Asia, Northeast Asia, West Africa, Australia, South America… However, the disadvantage of VOS is that the fleet is quite old and has not been renewed due to its financial potential. limited, while import-export businesses often require larger shipments and prefer new generation fleets. HAH owns this advantage, when continuously investing in new ships from 2014 up to now. The Company’s fleet includes 8 ships, serving both domestic and international routes. At the shareholders’ meeting in 2021, HAH’s Board of Directors shared that they continue to plan to invest in more fleets to increase the number of domestic flights, and maintain and develop 2 import and export cargo trips to Hong Kong and Singapore. . In the first quarter of this year, HAH recorded revenue of 359 billion dong, profit after tax of 85.5 billion dong, up 28.4% and 174% respectively over the same period last year. Gross profit margin increased sharply from 19.2% to 27%. After the first 3 months of the year, HAH has completed up to 54.1% of the year’s profit plan. The business said that profit growth was positive in the first quarter of 2021 due to the fact that sea transport activities have started with positive signs and increased transportation demand from the last 6 months of 2020. Along with the company’s investment in the HA View vessel in August 2020, the output of Hai An fleet increased by more than 50% compared to the same period last year. The increase in fleet volume leads to an increase in the output of port operations and depots. Besides, the increase in freight rates and the decrease in raw material prices also had a positive impact on profits.

The fish market usually starts at more than 4 am and lasts until about 8 am. When coming to the beach at 5 o’clock, the market was bustling and full of people to buy, sell and work. The beauty of healthy labor every morning The market is located right next to the sea, about 500m long. On the beach are small traders and households who are displaying baskets and baskets of fresh fish. Just 5 minutes from the beach, fishing boats are full of seafood waiting for people to come and pick them up. The connection between traders on the white sand and fishermen on fishing boats is a fleet of small basket boats actively working. The men and boys, strong and tanned, swinging and hugging the basket boat with their feet in the sand, pushing the small boat through the strong white waves rushing into the sea. After about 3-4 waves hit by waves, the basket boat was gently floating and reaching far to the East thanks to human strength. The men will take a basket boat out to catch the fresh sea fish, then return to the shore. There were a whole school of fish still swimming in the basket, trying to find a way out. When landing and burying the bottom of the boat in the damp sand, the sisters and aunts excitedly competed with each other for square fish baskets that were iridescent in the sun. The most interesting thing that tourists can experience and explore here is watching the sea creatures still alive in the merchant’s fish basket. The bodies of the squids are a vivid picture of a kaleidoscope, the spots of black and purple flowers are constantly changing, iridescent under the yellow sun – something that cannot be observed when the ink has been stored for a long time or through preservation. The fish baskets are flashing like the “treasure” of the fishermen here. Nhan Trach Market is long, intense, bustling and full of charm. The beauty of labor on the smiling faces of the sisters and aunts and in the solid body tanned with the salty sea scent of men is the most sparkling thing every morning in the sea. Fairytale village Hiding behind the tall and dense casuarina trees, following the asphalt road covered with red soil deep inside, the new village of Nhan Trach appeared. It is known orally as Seoul village in Quang Binh by the solid and modern urban areas on the romantic golden sand dunes. Along with that, a part of the people here export labor to Korea and other countries, the inflow of money creates a dizzying change in the appearance of this place. However, the fairy-tale and idyllic beauty still exists here. At Nhan Trach personal market every dawn, the grandmothers get up early to visit the market to walk and watch the sunrise as a habit of old age. Ms. Ngo Thi Lua (72 years old, Nhan Trach commune) and her old friends went to the fish market to enjoy the scenery. The sea and the beauty of labor as a source of energy for the elderly, early sunshine and sea breeze are indispensable familiar things. Ms. Ngo Thi Lua (72 years old, Nhan Trach commune) goes to the fish market every morning In a group of people passing fish from the boat to the mainland, there were a few young men to help. Other children play on the golden sand like a childhood summer day, the sky is as clear as the story collection of writer Nguyen Nhat Anh, tinged with memories. In the afternoon, tourists who stay here can walk on the golden sand dunes that stretch to the horizon. That beauty, perhaps written in a fairy tale, now exists in the coastal area of ​​Quang Binh.