Corporate Strategy-Scenario Planning - Vinamilk Vietnam

Strategy

TABLE OF CONTENTS

INTRODUCTION 5
PART A: EXTERNAL AND INTERNAL ENVIRONMENT ANALYSIS 6
I. General Environment Analysis 6 1. Economic Environment 6
a. Gross Domestic Product (GDP) 6
b. Vietnam GDP Annual Growth Rate 6
c. Personal Income Per Capita 7
d. Inflation Rate 7
e. International Agreements 7
f. Vietnam Economic Structure 8 2. Political Environment 8 3. Legal Environment 9 4. Technological Environment 9 5. Socio-Cultural Environment 11 6. Natural Environment 15 7. Trends and Uncertainties 16
a. Trends 16
b. Uncertainties 17
II. Dairy Industry Analysis 19 1. Michael Porter’s Five Forces Model Analysis 19
a. Industry Rivalry 19
b. Risk of entry by potential Competitors 20
c. Bargaining Power of suppliers 20
d. Bargaining power of buyers 20
e. Threat of substitute products 21 2. Vietnamese Dairy Industry 21 3. World Dairy Industry 22 4. Trends and Uncertainties 22
a. Trends 22
b. Uncertainties 23
III. Competitors Analysis 24 1. FrieslandCampina Vietnam/Dutch Lady Vietnam 24
a. Background 24
b. Objectives 24
c. Current Strategies 25
d. Assumptions 26
e. Resources and Capabilities 26 2. TH Group 27
a. Background 27
b. Future Objectives 27
c. Current Strategies 28
d. Assumptions 28
e. Resources and Capabilities 29 3. Trends and Uncertainties 29
a. Trends 29
b. Uncertainties 29
IV. Stakeholders Analysis 30 1. Government: 30 2. Customers 31 3. Suppliers 31 4. Creditors 32 5. Community and Environment 32 6. Shareholders 34 7. Employees 34 8. Trends and Uncertainties 35
a. Key trends: 35
b. Key uncertainties: 35
V. Internal Environment Analysis 36 1. Resource Audit: 36
a. Financial resources: 36
b. Organisational resources: 37
c. Physical resources: 38
d. Intangible resources: 39
e. Capabilities: 40
f. Superior Returns: 40 2. Value Chain