Deutsch-Russische AHK

Filiale Nordwest

Deutsch-Russische AHK Filiale Nordwest

1 / Donnerstag, 24. März 2011

Filiale Nordwest

Annett Viehweg, Deutsche Bank: „Banking in Russland“

1 / Donnerstag, 24. März 2011

Deutsche Bank GTB TF-CMC

Aktuelle Situation im russischen Bankensektor St. Petersburg, 14. September 2010

Deutsche Bank GTB TF-CMC

Allgemeine Trends •  2009 – Jahr der Risikovorsorge und niedriger Gewinne (-50% zu 2008) •  In 2010 Gewinnsituation deutlich verbessert: Gewinnerwartung bei insgesamt ca. RUB 400 Mrd. (=2008 Niveau), u.a. dank Abbau der Risikovorsorge •  Großteil notleidender Banken schafft die Kehrtwende •  Größere Insolvenzen unwahrscheinlich •  Fallende Margen in allen Produktbereichen •  Steigende Dominanz staatlicher Banken

Deutsche Bank GTB TF-CMC

Kreditmarkt •  Zuwachs des Kreditportfolios in 2010 zwischen 5 und 15% erwartet •  Zuwachs überfälliger Kredite im Juni 2010 gestoppt •  Notleidende Kredite ca. 10% des Kreditportfolios •  Allerdings: ca. 30% des Portfolios umstrukturiert •  Neukreditvergabe durch allgemeine wirtschaftliche Situation nicht begünstigt •  Große Spanne bei Refinanzierungskosten bleibt erhalten

Deutsche Bank GTB TF-CMC

Dynamik der Kreditvergabe

Quelle: Zentralbank Russlands

Deutsche Bank GTB TF-CMC

Wer wird überleben? •  Hauptrisiken –  Rentabilitätsrückgang –  Illiquide Sicherheiten (ca. 5% der Gesamtaktiva, bzw. ! des Gesamtkapitals) –  Teure Passiva (z.T. auslaufendes Risiko)

•  Kreditgeschäft bleibt Haupteinnahmequelle für viele Banken und somit ein Risikofaktor •  Aktuelles Wachstumsmodell: Diversifiziertes Produktangebot bei optimaler Kostenstruktur

Deutsche Bank GTB TF-CMC

Kontakt Kirill Semjonov Leiter Trade Finance Deutsche Bank Ltd. Tel. +7 495 797 5275 Fax +7 495 797 5089 e-mail: [email protected] Anschrift Sadovnicheskaya ul., 82-2 115035 Moskau Internet: www.deutsche-bank.ru

Filiale Nordwest

Wilfried Anders, Finnlines

2 / Donnerstag, 24. März 2011

WELCOME TO A BETTER WAY

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With Finnlines you reach all main ports in the Baltic Sea and in the North Sea and beyond FinnLink Naantali ! Kapellskär NORWAY

NordöLink Malmö ! Travemünde

!

Lübeck Amsterdam

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Sassnitz Rostock

Antwerp

GERMANY BELGIUM

SPAIN SPAIN

LITHUANIA

Malmö Travemünde

Bilbao

ESTONIA

Halmstad

UK

Bay of Biscay

St. Petersburg

LATVIA

Göteborg

Aarhus

Immingham

FRANCE

Baltic Sea

Wallhamn

North Sea Hull

Transshipments to Mediterranean, Atlantic Coast N & S America, West-Africa

Rauma

Naantali Kotka Turku Helsinki Kapellskär Hanko

TransRussiaExpress Lübeck ! St. Petersburg Via HUB-Helsinki To St. Petersburg

FINLAND SWEDEN

Gdynia

POLAND

BELARUS

RUSSIA

Finnlines is expanding its network – latest movements Northern route Lübeck – Sassnitz – Ventspils – St.Petesrburg and v.v •  • 

Twice weekly service 2 ro-pax vessels, MS Transeuropa and Transrussia (former MS Finnhansa)

St. Petersburg

Southern route Bilbao – Antwerp – Helsinki – St. Petersburg •  • 

Weekly service with 3 roro-vessels Antwerp is the HUB for the Grimaldi and Helsinki for the Finnlines network

North America

Sou

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ica mer

Mediterranean West Africa

FINNLINES

•  Finnlines is one of the largest European shipping companies specialising in: • 

roro liner traffic

•  Leader in port management and stevedoring services

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Business concept Finnlines promotes international commerce by providing efficient transport and port services mainly to meet the requirements of European industrial, commercial and transport sector companies As part of the Grimaldi Group Finnlines can offer liner services between Finland and any destination in the Mediterranean, West Africa as well as the Atlantic coast of both North and South America. Finnlines Plc’s turnover in 2009 •  494,4 MEUR

Personnel in 2009, average total 2 234 •  Shore-based personnel •  Sea-borne personnel

1 280 954

Own offices in: Germany, United Kingdom, Belgium, Poland, Denmark, Sweden, Russia

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Grimaldi Group – World Wide Network

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Logistics is our business

From port to port and door to door Control over the various modes of transportation •  efficient cargo handling capabilities •  latest technology •  network of reliable people

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Long-term co-operation is the key to success

Close customer relations bring mutual trust and enable us to work together and find better solutions

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Individual needs - dividual service

Both general cargo and unit loads: lorries, trailers, and containers Associated services

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Liner service

Finnlines operates regular liner service between •  Finland and Germany, Denmark, Poland, the UK, Benelux and the Bay of Biscay •  Finland and Sweden •  Sweden and Germany •  Germany and Russia •  Finland and Russia •  NEW: •  Germany – Latvia (Ventspils) •  Spain – Russia (St. Petersburg)

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We understand our environmental responsibilities

Finnlines takes care to provide safe marine transportation. We aim to minimise the environment resulting from transportation this impact is also of particular concern when new ships are being built. Certificate SFS-EN ISO 14001

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Finnlines for passenger – round the Baltic – relax and enjoy

• 

Naantali

!  !  !  !  !  !  ! 

Helsinki

Kapellskär

St Petersburg

Transportation of both cargo and passengers with our ropax vessels Helsinki – Travemünde Helsinki – Rostock Helsinki – Gdynia Naantali - Kapellskär Rostock- Gdynia Lübeck – St. Petersburg Travemünde – Malmö

• 

Relaxing atmosphere on board

• 

Successful meetings and training sessions at sea

• 

Malmö Lübeck

Rostock Travemünde

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5 new, bigger and faster vessels are at your service in the Baltic Sea

Gdynia

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Finnlines Russian cargo traffic Offers reliable, high frequency integrated transport via Finland

TransRussiaExpress • 

Direct ro-ro liner service from Lübeck to St. Petersburg

• 

Port of call enroute also Sassnitz and Ventspils

• 

Via HUB Helsinki to St.Petersburg from all Finnlines ports of call

Provides terminal services in Finland and Russia

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Finnlines in Russia

*+?4(-8C,#%'*#,%8*-$C,0/#$?5#,0'*%4%-0*,5%D*4#C,*E0(*-$, +?0/5*-$%7?-,;4?0*+/4*#F,, ! I/'7;/4;?#*,.?4?J.?;%:,>*##*'#,%-+,*K/(;5*-$,%&'*,$?,0%44@,4?L4?C, 0?-$%(-*4#C,8*-*4%',0%48?,%-+,;4?M*0$,0%48?,N($),>%4(?/#,+(5*-#(?-#, ! H%##*-8*4,0%;%0($@,$?,5**$,$)*,+*5%-+,O?4,%00?5;%-(*+,0%48?, ! .*'(%&'*,%-+,4*8/'%4,'(-*4,#*4>(0*, ! I?+*4-C,O%#$,%-+,*E0(*-$,>*##*'#, ! 1Q,G/;*4,R0*,0'%##, ! Q00*##(-8,.(8%,$)4?/8),T*-$#;('#,%-+,+(4*0$,G$U,H*$*4#&/48,, ! P/(#*,;%:,8%(-(-8,O4?5,'??#*-*+,>(#%,4*K/(4*5*-$#,(-,./##(%,,

13 years in the market

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TRE fleet

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Type of Goods in Liner meters

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St.Petersburg RoRo Terminal

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RoRo Terminal PerStiKo

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RoRo Lines in St.Petersburg

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Market Share 2008

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Market Share 2009

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Schedule Russian Traffic

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Russian cargo traffic " - FINLAND’S COMPETITIVE POSITION " ! The location better suited for transporting Russian imports from overseas

• 

the Finnish route more competitive in transporting higher value-added products

Finnish infrastructure on a very sophistical level; expected to remain ahead of the competition

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Finnlines organisation =3>) *+-7'?9-)@5#("/#$) :;1*5,#,%-9-B3,/-$4)) G##)HI,001%G061*,*% C$4-"$#B)J'8(4))1)K'#B(40)60%4-/)) !,)C"%J-""0%% @5#"4-")@3$4"#74LDB--4)H#$#G-/-$4)) ./01*%2"+)3% ."3',)@3%4)@3$4"3B) &B,$1*%,%?10"6'(%

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