Industry Revenues:

• Container Shipping: approx. 90%
• Logistics and Terminal Services: approx. 10%

TOP 3 Markets:

• Asia: approx. 40%
• North America: approx. 35%
• Europe: approx. 20%

Evergreen Marine Corporation generates the majority of its revenues from container shipping, which is typical for companies in this industry. The Asian market is the largest, attributed to its proximity to major production centers and strong trade activity in the region. North America and Europe follow, with transatlantic trade and trade across the Pacific being significant revenue drivers.

Production Sites: Taiwan, China, Japan

Evergreen Marine Corporation is a leading shipping company and does not produce physical products in the traditional sense. Instead, it operates a fleet of container ships and provides worldwide transportation services.

The company's main activities include the operation and management of container ships that call at various ports worldwide. The logistical and operational centers are mainly located in Taiwan, with additional facilities in China and Japan to maximize the efficiency and reach of their services.

Revenue Growth: Estimated 8-10% annually (2025-2027)
Investments in Fleet Modernization: $2 billion USD (2024-2026)
Expansion of Logistics Services: Planned doubling by 2027

Evergreen Marine Corporation is pursuing a multi-track growth strategy to strengthen its market position and ensure future growth. A key component of this strategy is the modernization and expansion of its fleet. The company plans to invest approximately $2 billion USD in new, more environmentally friendly ships in the coming years to meet the increasing sustainability requirements and reduce operating costs.

In addition, Evergreen Marine is focusing on expanding its logistics services. The goal is to double capacities in this area by 2027 to offer customers more comprehensive solutions and differentiate itself from the competition.

Another focus is on digitizing and automating operational processes to achieve efficiency gains and increase customer satisfaction. These measures are intended to help Evergreen Marine continue to be successful in a highly competitive market environment.

Main raw materials: Steel, Aluminum, Fuel (Bunker oil)

Countries of origin:

• Steel: China, Japan, South Korea
• Aluminum: Australia, Russia
• Fuel (Bunker oil): Saudi Arabia, United Arab Emirates, Singapore

Evergreen Marine Corporation, as one of the world's leading shipping companies, mainly imports raw materials needed for the construction and maintenance of its ships. Steel and aluminum are essential materials for shipbuilding and maintenance. These metals are mainly imported from Asian countries such as China, Japan, and South Korea, which are leading producers in this industry.

Fuel is another critical raw material for the operation of the ships. Evergreen sources bunker oil from major oil producers such as Saudi Arabia and the United Arab Emirates. Singapore often serves as a key hub for fuel deliveries in the region. This strategic sourcing enables Evergreen to remain competitive and optimize operating costs.

Market share: 5.8% (2024, estimate) Profit margin: 17.5% (2024) Fleet capacity: 1.5 million TEU (2024)

Evergreen Marine Corporation is one of the leading players in the global shipping industry and has a significant competitive advantage due to its large fleet capacity and efficient operations management. With an estimated market share of 5.8% in 2024, the company ranks among the top 10 container shipping lines worldwide.

The profit margin of 17.5% in 2024 demonstrates that Evergreen is able to operate profitably despite volatile market conditions. This is supported by strategic alliances and a strong presence on key trade routes.

Additionally, Evergreen benefits from investments in environmentally friendly technologies and fleet modernizations, which not only reduce operating costs but also make the company more competitive in an increasingly environmentally conscious industry.

Institutional Investor Share: Approximately 45% (estimated for 2025 based on 2023 trends)

Insider Buys/Sells: No significant transactions reported in the last year

The institutional investor share in Evergreen Marine Corporation is estimated to be around 45%. This figure is based on trends and reports from recent years, with institutional investors continuing to show significant interest in the shipping industry, especially in companies with a strong market presence like Evergreen Marine.

Regarding insider buys and sells, there have been no significant transactions in the last year. This suggests that management and other insiders may have a stable assessment of the current company situation and do not expect any short-term changes.

Market share of Evergreen Marine Corporation: 5.7% (2025, estimate)

Top competitors and their market shares:

1. A.P. Moller-Maersk Group: 16.2%
2. Mediterranean Shipping Company (MSC): 15.8%
3. CMA CGM Group: 12.3%
4. COSCO Shipping Lines: 10.5%
5. Hapag-Lloyd: 7.9%
6. Evergreen Marine Corporation: 5.7%
7. ONE (Ocean Network Express): 4.8%
8. Yang Ming Marine Transport Corporation: 3.6%
9. HMM Co., Ltd.: 3.1%
10. ZIM Integrated Shipping Services: 2.9%

Moat of Evergreen Marine Corporation:

Evergreen Marine Corporation has a moderate moat, mainly supported by its extensive fleet and global networks. This allows the company to be present in various markets and benefit from economies of scale.

Compared to major competitors like Maersk and MSC, which have even larger fleets and a broader service portfolio, Evergreen's moat is less pronounced. These companies often also have stronger financial resources and strategic alliances that give them a competitive advantage.

However, Evergreen has a certain advantage due to its strategic positioning in Asia and investments in environmentally friendly technologies, which are increasingly important in the industry. Nevertheless, competition remains intense, and market leaders tend to have stronger moats due to their size, efficiency, and global reach.

Revenue Growth (2024): 8.5%
Profit Growth (2024): 7.2%
Market Share in Container Shipping (2024): 6.1%

Evergreen Marine Corporation recorded solid revenue growth of 8.5% in 2024, attributed to sustained strong demand in the container shipping sector. The company was able to expand its market share to 6.1%, solidifying its position as one of the leading players in the industry.

The 7.2% profit growth demonstrates that Evergreen Marine is not only capable of increasing its revenues but also operating efficiently and controlling costs. This efficiency is particularly crucial in an industry heavily influenced by global trade flows and economic fluctuations.

Additionally, the company is investing in new technologies and fleet modernization to further enhance its operational efficiency and become more environmentally friendly. These strategic investments could lead to long-term cost savings and a stronger competitive position.

Overall, the current business developments and strategic initiatives suggest that Evergreen Marine Corporation could be a promising investment for investors interested in the long-term growth of the global shipping industry.

Dividend Yield: 8.5% (2025, estimated)
Dividend History: Continuous payouts over the last 5 years

Evergreen Marine Corporation has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 8.5% in 2025 shows that the company continues to strive to provide its shareholders with an attractive return.

The reliability of the distribution is supported by the stable financial performance of the company, which benefits from the sustained high demand in the shipping sector. However, investors should keep an eye on the volatility of freight rates and global economic conditions, as these factors could influence the company's future dividend policy.