Jun 3, 2012

Vietnam - Giant state-run firms sit on huge debts

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As of last September, the total unsettled bank debts held by state-owned enterprises (SOE) were as enormous as 415 trillion dong, or US$19.92 billion, according to the SOE restructuring plan composed by the Ministry of Finance.

The huge sum accounts for 16.9 percent of the country’s total outstanding loans. More than a half of the loans were for state-run giants, the ministry said in the plan it has recently submitted to the government.

Oil and gas giant PetroVietnam is responsible for a loan worth 72.3 trillion dong, while EVN, the country’s power monopoly, borrowed 62.8 trillion dong. Other massive debtors include Vinacomin, with a loan of 20.5 trillion dong, and the loss-beleaguered Vinashin, owing 19.6 trillion dong. (1 trillion dong = $48 million)

Figures from the finance ministry show that as many as 30 out of 85 SOE’s have the debt-to-equity ratio higher than 3, while seven particular enterprises possess an above-10 ratio.

As stipulated by the government, an enterprise is considered to be in a dangerous state if the ratio exceeds 3.

Dang Van Thanh, chairman of the Vietnam Association of Accounting and Auditing (VAAA), suggested looking into the SOE’s loans to classify them as normal and insolvent debts.

“We should evaluate the financial state of each SOE,” he said at a conference on SOE restructuring held Thursday.

“While it’s normal for an enterprise to take out loans for production, what’s worth noticing is that they borrow short-term loans for long-term investment.

“It’s also inadvisable that the businesses are operating with losses and will fail to clear their debts, which will affect the economy, the public, and the whole society,” continued Thanh.

Thanh said the SOE’s total assets and debts will be the foundation for an evaluation of its financial muscle.

“If total debts account for 50 percent of total assets, it means the SOE is in an abnormal [financial] state,” he elaborated.

“When the rate reaches 90 percent, the SOE is understandably in insolvency.”

Loose, non-transparent management

Pham Dinh Soan, former head of the Ministry of Finance’s Corporate Finance Agency, said the multilayer mechanism on managing state capital at the SOE is to blame for their severe economic offenses, with some infamous examples as Vinashin and Vinalines.

“Therefore, we should need only one institution -- the Ministry of Finance -- to take the full responsibility for management,” he demanded.

Meanwhile, Thanh of VAAA pointed his finger at the non-transparency, as there is currently no mechanism for financial accountability on the SOE’s, and their operations are extremely complex.

“Hence, the financial reports of the SOE’s can say whatever they want about losses or profits,” he said.

“Administrative authorities have realized this drawback for years, yet they don’t do anything to curb the phenomenon.”

“It’s really incomprehensible that even the spending of trillions of dong was not detected by the SOE’s.

SOE’s should no longer be nourished

Deputy head of the Corporate Finance Agency, Dang Quyet Tien, reported that in order to restructure the state-run enterprises, one of the solutions proposed by the finance ministry is to boost the SOE privatization.

Under its plan, the ministry suggests finishing the privatization of 573 SOE’s by 2015.

From 2011 and the first four months of this year, only 6 SOE’s were privatized.

Soan also said the SOE’s should divest from their non-core sectors, while Dinh Quang Tri, deputy CEO of EVN, suggested selling those enterprises with ineffective operations.

“The government may incur losses from selling the SOE’s, but it’s still better than losing the entire capital in case the enterprise goes bankrupt,” said Tri.

“We can also dissolve the beleaguered enterprises to create conditions for the private sector.”

Tuoi Tre


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