Industry Revenue Breakdown:

• Container Shipping: 85%
• Logistics and Services: 15%

TOP 3 Markets:

• USA: 35%
• China: 25%
• Brazil: 20%

Compañía Sud Americana de Vapores S.A. (CSAV) generates the majority of its revenue from container shipping, which is attributed to its strong presence in international maritime freight. The logistics and services sector complements the core business and provides additional sources of income.

The USA is the largest market for CSAV, followed by China and Brazil. These markets are crucial for the company as they represent significant trade routes and economic centers that generate high demand for shipping services.

Production Sites: No specific production sites, as it is a shipping company.

Compañía Sud Americana de Vapores S.A. (CSAV) is mainly active in the maritime and logistics sector. The company does not operate production facilities in the traditional sense, as it does not manufacture physical products. Instead, CSAV focuses on the transportation of cargo by sea. Its main activities include operating container ships and providing logistics services.

Current Strategy: Diversification and Fleet Modernization (as of 2023)

Compañía Sud Americana de Vapores S.A. (CSAV) is pursuing a strategy of diversification and modernization of its fleet to secure future growth.

The company is investing in expanding and renewing its fleet to operate more efficiently and environmentally friendly. This includes the use of new technologies to reduce emissions and improve fuel efficiency.

In addition, CSAV is focusing on strategic partnerships and alliances within the shipping industry to strengthen its market presence and explore new business opportunities. These measures are intended to enhance the company's competitiveness in a rapidly changing market environment.

Main Imported Raw Materials: Containers, Fuel

Countries of Origin: China, USA, Singapore

Compañía Sud Americana de Vapores S.A. (CSAV) is a significant shipping company mainly engaged in container transport. The main imported materials for CSAV are containers and fuel, which are essential for the operation of their fleet.

Containers are often imported from China, as the country is one of the largest manufacturers of containers worldwide. Fuel, especially heavy oil and marine diesel, is often sourced from countries like the USA and Singapore, which are significant hubs for international fuel trade.

These imports are crucial for the operation and efficiency of CSAV's fleet, as they form the basis for the transportation of goods across international waters.

Market share: Estimated 15% in the Latin American shipping sector (2025)

Fleet size: Over 50 ships (2025)

Revenue growth: 8% (2025)

Compañía Sud Americana de Vapores S.A. (CSAV) has a significant competitive advantage in the Latin American shipping sector. With an estimated market share of 15%, the company is one of the leading players in the region. The fleet size of over 50 ships enables CSAV to offer a wide range of services and to flexibly respond to market demands.

The revenue growth of 8% in 2025 shows that the company is able to strengthen its market position and benefit from the increasing demand for shipping services. CSAV's strategic alliances and investments in technology and sustainability also help to secure and expand its competitive advantage.

Institutional Investor Share: 45% (estimated for 2026)

Insider Trades: No significant transactions reported in 2026

The institutional investor share in Compañía Sud Americana de Vapores S.A. is estimated to be around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term stability and growth potential.

No significant insider transactions were reported in 2026, suggesting that there have been no major changes in management's confidence in the company's future development. Such information is important as it is often seen as an indicator of the company's future performance.

Market share of Compañía Sud Americana de Vapores S.A.: 3.5% (estimated for 2026)

Top competitors and their market shares:

1. Maersk Line: 17.5%
2. Mediterranean Shipping Company (MSC): 16.8%
3. CMA CGM: 12.4%
4. Hapag-Lloyd: 8.9%
5. Evergreen Marine: 7.3%
6. COSCO Shipping: 6.5%
7. HMM (Hyundai Merchant Marine): 4.1%
8. Compañía Sud Americana de Vapores S.A.: 3.5%
9. Yang Ming Marine Transport Corporation: 3.2%
10. ONE (Ocean Network Express): 2.9%

Moat of Compañía Sud Americana de Vapores S.A.:

Compañía Sud Americana de Vapores S.A. has a relatively small market share compared to larger competitors, indicating a limited moat. The company's main advantage lies in its strong presence in South America, where it has a well-established network and local market knowledge.

In comparison, companies like Maersk Line and MSC have a significant moat due to their global reach, extensive fleet capacities, and integrated logistics solutions. These factors enable them to leverage economies of scale and offer competitive prices.

While Compañía Sud Americana de Vapores S.A. may have advantages in certain regional markets, larger competitors are better positioned to benefit from global trade flows due to their global presence and diversified services.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Debt Ratio: 45% (2025)

Compañía Sud Americana de Vapores S.A. (CSAV) achieved solid revenue growth of 8.5% in 2025, attributed to the recovery of the global shipping market and efficient fleet utilization. The 10.2% profit growth indicates that the company was able to control its costs and increase profitability.

The debt ratio of 45% is moderate, suggesting that the company can manage its debts well without being overly burdened. This gives CSAV the flexibility to invest in future growth projects or respond to market changes.

Overall, CSAV demonstrates positive financial progress, indicating a potentially good investment, especially for investors interested in the long-term development of the shipping sector. However, it is important to also consider external factors such as geopolitical risks and fluctuations in global trade.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

Compañía Sud Americana de Vapores S.A. has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield of 4.5% for 2026 is based on the payouts of recent years and current market conditions.

The company has a solid financial foundation and benefits from stable revenues in the shipping sector. This supports its ability to pay dividends continuously. Analysts view the dividend policy as sustainable as long as market conditions remain stable and no significant economic turbulence occurs.