Main industries for revenues:

1. Container shipping
2. Logistics services

TOP 3 markets:

1. Asia - 45%
2. North America - 30%
3. Europe - 20%

Yang Ming Marine Transport Corporation generates the majority of its revenues from container shipping, with logistics services also playing a significant role. The Asian market is the largest revenue contributor, followed by North America and Europe. These markets are crucial for the company as they represent the main trade routes for global commerce.

Headquarters: Keelung, Taiwan

Yang Ming Marine Transport Corporation is a Taiwanese company that is mainly active in the field of shipping and container transport. As a shipping company, Yang Ming does not produce physical products itself, but offers services in the area of international maritime transport.

Yang Ming's fleet consists of container ships that operate worldwide. The company uses ports and terminals around the world to provide its services. The management and coordination of this fleet is mainly carried out from the headquarters in Taiwan.

Revenue Growth: 8.5% (estimated 2024)
Profit Growth: 6.2% (estimated 2024)

Yang Ming Marine Transport Corporation is pursuing a growth strategy focused on fleet modernization and digitalization. The company is investing in new, more environmentally friendly ships to reduce CO2 emissions and increase efficiency. This aligns with global trends and regulations in the shipping industry.

In addition, Yang Ming is embracing the digitalization of its logistics processes. By leveraging advanced technologies such as IoT and Big Data Analytics, the company aims to make supply chains more transparent and efficient. These measures are intended not only to reduce operating costs but also to enhance customer satisfaction.

Another focus is on expanding into new markets, particularly in Southeast Asia and Africa, to capitalize on the growing trade volumes in these regions. These strategic initiatives are designed to secure Yang Ming's long-term growth and competitiveness.

Main raw materials: Containers, fuel (bunker oil)

Countries of origin:

• Containers: Mainly from China and South Korea
• Fuel (bunker oil): Imported from countries with large refinery capacities such as Singapore and the United Arab Emirates

Yang Ming Marine Transport Corporation is a leading company in the field of container shipping. For the operation of its fleet, the company mainly imports containers, which usually come from China and South Korea, as these countries are significant production centers for shipping containers.

In addition, fuel, especially bunker oil, is an essential raw material for the operation of the ships. This is often imported from countries with large refinery capacities, with Singapore and the United Arab Emirates being significant suppliers. These countries are known for their advanced refinery facilities and their strategic location in international shipping traffic.

Market share: 6% (estimated for 2025, based on industry reports)

Fleet capacity: 700,000 TEU (estimated for 2025)

Yang Ming Marine Transport Corporation is one of the significant players in the global shipping sector. The company's competitive advantage lies in its strategic fleet capacity and its membership in THE Alliance, which enables it to benefit from synergies and cost efficiencies.

In recent years, the company has modernized and expanded its fleet to meet the increasing market demands. These investments in modern, more environmentally friendly ships strengthen its position in the competition, especially at a time when sustainability and efficiency are becoming increasingly important.

Furthermore, Yang Ming benefits from a well-diversified network of routes and services, allowing it to flexibly respond to market changes and explore new business opportunities. Despite the challenges posed by volatile freight rates and geopolitical uncertainties, the company remains well positioned to maintain and expand its market position.

Institutional Investor Share: 45% (2025, estimated)

Insider Trades: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Yang Ming Marine Transport Corporation is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term performance.

There were no significant insider transactions in the last quarter, indicating a stable assessment by the company's management of its current business strategy and market position. This stability can be seen as a positive signal for investors, as it reflects a certain level of confidence in the company's future development.

Market share of Yang Ming Marine Transport Corporation: Estimate: 6% (2025)

Top competitors and their market shares:

1. Maersk Line: 17%
2. Mediterranean Shipping Company (MSC): 16%
3. CMA CGM: 12%
4. COSCO Shipping: 11%
5. Hapag-Lloyd: 7%
6. Evergreen Marine Corporation: 6%
7. Yang Ming Marine Transport Corporation: 6%
8. ONE (Ocean Network Express): 5%

Yang Ming Marine Transport Corporation has a market share of approximately 6%, making them one of the medium-sized players in the container shipping industry. The biggest competitors are Maersk Line and MSC, both holding a significant market share and dominating the industry.

Yang Ming's moat is relatively limited compared to the leading companies. While Yang Ming has a solid fleet and a good network, companies like Maersk and MSC have a stronger moat due to their size, global reach, and extensive logistics solutions. These companies benefit from economies of scale, a wider range of services, and a stronger negotiating position with customers and suppliers.

However, Yang Ming could strengthen its moat through strategic alliances, technological innovations, and a focus on specific niche markets. Currently, though, the larger competitors are in a better position to benefit from global trade flows.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Debt-to-Equity Ratio: 0.45 (2024) Return on Equity: 12% (2024)

Yang Ming Marine Transport Corporation recorded solid revenue growth of 8.5% in 2024, attributed to stable demand in the global shipping sector and efficient operational processes. The 6.2% profit growth indicates that the company is able to effectively manage its costs and benefit from market conditions.

The debt-to-equity ratio of 0.45 suggests a conservative financial policy, providing the company with financial flexibility to respond to market changes. The 12% return on equity demonstrates that Yang Ming is capable of achieving an attractive return on invested capital, which is appealing to investors.

Overall, Yang Ming Marine Transport Corporation appears to have a stable financial foundation and could be a good investment, especially for investors interested in exposure to the shipping sector. The solid financial performance and conservative debt policy support a positive investment decision.

Dividend yield: 6.5% (2024) Dividend history: Regular payouts in the last 5 years

Yang Ming Marine Transport Corporation has pursued a consistent dividend policy in recent years. The dividend yield of 6.5% in 2024 shows that the company is offering its shareholders an attractive return.

The reliability of the payout is high, as Yang Ming was able to maintain its dividend policy despite the volatile conditions in the shipping industry. This is a sign of a solid financial foundation and effective management. Analysts expect the company to continue paying dividends in the coming years, provided that no unforeseen economic turbulence occurs.