Dimerco Express Corporation · TPEX:5609
Dimerco Express — 2025 Investor Conference Call
33 slides from Dimerco Express's conference presentation, Dec 19, 2025
Slide 1: 2025 Investor Conference Call
2025 Investor Conference Call Leveraging Asia logistics expertise to navigate complex 2026 freight market Prepared by Dimerco Express Group December 19, 2025
Slide 2: 2026 Freight Market Overview
2026 FREIGHT MARKET OVERVIEW “ “In 2026, the overall market outlook will be cautiously optimistic.” Ocean Freight Ocean freight will not be driven by a sudden surge in demand, but rather by capacity imbalances and regional differences. Air Freight Demand for high-tech, AI-related, and e-commerce shi
Slide 3: China and US Account for a Significant Share of Global Import Volume and GDP
CHINA AND US ACCOUNT FOR A SIGNIFICANT SHARE OF GLOBAL IMPORT VOLUME AND GDP 1/4 of Global 2/5 of Global GDP Import Volume (approx. 43.7%) 資料來源: IMF 3
Slide 4: The Formation of G2 Supply Chain
THE FORMATION OF G2 SUPPLY CHAIN China US Supply Chain Supply Chain 4
Slide 5: Supply Chain Shift
SUPPLY CHAIN SHIFT 2014 Start of China + 1 due to Increasing Cost 2018 Start of the US – China Trade Tension 2020 Pandemic Speeds up Supply Chain Shift Production Facility Finish Set Up in 2024 Southeast Asia & India 2025 Trump imposed US Tariffs Disrupting Global Supply Chain 2026 More Export to th
Slide 6: 2025 Global Economy Overview
2025 GLOBAL ECONOMY OVERVIEW Trade tensions and uncertainty slow the global economy, but containerized ocean freight stays resilient. Region Global Economy Summary Global Q3 proved more resilient than. Q3 resilience driven by AI-related capex. Goods demand shows slowing momentum (up US 3.6% y/y in A
Slide 7: Ocean Freight
OCEAN FREIGHT Global container trade stays resilient in Q3 (yoy growth of 5.0%), driven by strong imports in LAM, EUR, WCA, and AFR, while NAM weakens. Exports increase from WCA and FEA. 5.0 Global North Europe America 10.2 -0.3 -3.7 3.6 Far East -0.5 Intra West Central 0.1 6.8 -0.9 Europe Asia 9.7
Slide 8: Ocean Freight
OCEAN FREIGHT Nominal fleet growth is slowing driven by slowdown in deliveries, but scrapping keeps low and large orderbook gradually emerges post 2026. New ordering, TEU 000’, 3M moving AV Orderbook, TEU 000’ Deliveries, TEU 000’, 3M moving AV 1,000 12,000 350 900 10,000 300 800 700 250 8,000 600 2
Slide 9: Ocean Freight Rate
OCEAN FREIGHT RATE Charter Rates Remain at Elevated Levels. Spot Rates Remain under Pressure. Bunker Price, Charter Rates and CTS Price Index, Index (2011=100) SCFI Composite, index Bunker Price Charter Rates CTS Global Price Index 2019 2021 2022 2023 2024 2025 700 700 6,000 600 600 5,000 Charter ra
Slide 10: Ocean Freight
OCEAN FREIGHT Capacity has returned, but it may not be where it's needed. • Structural Bottlenecks Offset Capacity: Record vessel deliveries are being neutralized by congestion in European hubs and Red Sea diversions, which tie up ships and equipment. 10 Source: Marine Traffic Nov,10th 2025 (www.goc
Slide 11: Ocean Freight
OCEAN FREIGHT Capacity has returned, but it may not be where it's needed. Structural Bottlenecks Offset Capacity: Record vessel Schedule Reliability deliveries are being neutralized by congestion in Globally European hubs and Red Sea diversions, which tie up 8 100 ships and equipment. 90 80 6 65.2 R
Slide 12: Ocean Freight
OCEAN FREIGHT Capacity has returned, but it may not be where it's needed. Structural Bottlenecks Offset Capacity: Record vessel Schedule Reliability deliveries are being neutralized by congestion in Globally European hubs and Red Sea diversions, which tie up 8 100 ships and equipment. 90 80 Rate & C
Slide 13: Air Freight
AIR FREIGHT Strong demand for diversified trade lanes from AI, tech, and e-commerce • Robust Demand: Driven by AI, semiconductors, electronic General Server Demand Drop components, and e-commerce. AI Server Demand Boom Top 2 Server Import Countries $B USA China Import from Mexico 67% Import from Tai
Slide 14: Air Freight
AIR FREIGHT Strong demand for diversified trade lanes from AI, tech, and e-commerce • China+1 & Taiwan+1: Production shifts to SE Asia & India. Shipment from these regions and Taiwan to the North America and the Europe are increasing. Trade from CHINA to EU China the US will Decrease Trade between T
Slide 15: Air Freight
AIR FREIGHT Strong demand for diversified trade lanes from AI, tech, and e-commerce • E-commerce Evolution: US de minimis changes are reshaping routes by routing the hubs or forward-stocking models rather than shrinking total volume. Key Takeaway: Agility wins. Shippers must leverage multi-modal, mu
Slide 16: International Logistics Challenges: China+, Taiwan+, and Tariffs
INTERNATIONAL LOGISTICS CHALLENGES China+, Taiwan+, and tariffs Inadequate Struggle to Design the Freight Capacity Most Economical Warehouse Network China+ Taiwan+ Tariffs Inexperience Poor Knowledge of Managing Massive Local Regulations Plant Relocations Trade Compliance 16
Slide 17: Alternative Solutions in Case of Port Strike or Congestion
ALTERNATIVE SOLUTIONS IN CASE OF PORT STRIKE OR CONGESTION Air – Air & Truck - Air Transshipment Service From Hanoi to the US via Guangzhou: • Direct truck service from Hanoi factory to CAN Airport in 1-1.5 days. • Smooth border customs without impacting export process. • CAN Airport space reserved
Slide 18: International Logistics Challenges: China+, Taiwan+, and Tariffs
INTERNATIONAL LOGISTICS CHALLENGES China+, Taiwan+, and tariffs Inadequate Struggle to Design the Freight Capacity Most Economical Warehouse Network China+ Taiwan+ Tariffs Poor Knowledge of Inexperience Local Regulations Managing Massive Trade Compliance Plant Relocations 18
Slide 19: Help global businesses choose the warehouse location in Asia
Help global businesses choose the warehouse location in Asia that optimizes distribution cost, speed, and customer satisfaction. 19
Slide 20: Where to Locate a New Warehouse in SE Asia?
WHERE TO LOCATE A NEW WAREHOUSE IN SE ASIA? Choosing the right location is a critical financial decision, but the responsibility often falls to procurement and logistics professionals who have little experience operating in the region and lack a structured way to do an assessment. 20
Slide 21: International Logistics Challenges: China+, Taiwan+, and Tariffs
INTERNATIONAL LOGISTICS CHALLENGES China+, Taiwan+, and tariffs Struggle to Design the Inadequate Most Economical Freight Capacity Warehouse Network China+ Taiwan+ Tariffs Poor Knowledge of Inexperience Local Regulations Managing Massive Trade Compliance Plant Relocations 21
Slide 22: Help foreign companies relocate production to Southeast Asia
Help foreign companies relocated production to Southeast Asia by leveraging local expertise, maximizing government incentives, and ensuring smooth customs compliance. 22
Slide 23: 48-Week Manufacturing Plant Relocation Completed in 36 Weeks
48-WEEK MANUFACTURING PLANT RELOCATION COMPLETED IN 36 WEEKS Relocating a manufacturing plant is a complex task involving customs compliance, import licensing, and the safe transport of large machinery. A data center solutions and IT company relied on Dimerco to move their plant from Singapore to Ma
Slide 24: International Logistics Challenges: China+, Taiwan+, and Tariffs
INTERNATIONAL LOGISTICS CHALLENGES China+, Taiwan+, and tariffs Struggle to Design the Inadequate Most Economical Freight Capacity Warehouse Network China+ Taiwan+ Tariffs Poor Knowledge of Inexperience Local Regulations Managing Massive Trade Compliance Plant Relocations 24
Slide 25: Help foreign manufacturers navigate India's customs regulations
Help foreign manufacturers navigate the complexities of India’s customs regulations, legal requirements, and trade compliance 25
Slide 26: Gaming Hardware Leader Expands into India with Full Supply Chain Setup
GAMING HARDWARE LEADER EXPANDS INTO INDIA WITH FULL SUPPLY CHAIN SETUP Challenge: A leading Taiwan-based manufacturer of gaming and high- performance computing hardware planned to launch products in India within 16 weeks. Solution: Dimerco supported the full setup, including imports, FTWZ storage, d
Slide 27: Expert consulting services to navigate the US trade landscape
Expert consulting services to help businesses navigate the complex US trade landscape 27
Slide 28: AI Server Component Manufacturer Duty Refund
AI SERVER COMPONENT MANUFACTURER RETURNED DEFECTIVE GOODS FROM THE U.S., WITH DIMERCO ASSISTING IN SECURING A DUTY REFUND Challenge: The customer imported products into the U.S. and then returned defective goods to Taiwan. However, many customers are unaware that these defective returned products ma
Slide 29: Differentiating Strengths
DIFFERENTIATING STRENGTHS Local market knowledge in Asia 130 owned offices across Asia Focus on high-value, time-critical freight Semiconductor, Electronics, Aerospace Consistent systems and quality Secure, cloud-based global operating system used across all services & locations 29
Slide 30: Integrated Services
INTEGRATED SERVICES China Plus One Trucking solutions across China & SE Asia Multi-Model Solutions by Leveraging FTZ Bonded warehouse Capacity locations across Resources Mainland China, HK, TW, IN, and SE Asia AEO-certified in Certifications: • TAPA FSR 2020 China, Taiwan, • Secure Trade Partnership
Slide 31: Updates: Expanded Warehouses in Singapore & San Francisco
UPDATES｜EXPANDED WAREHOUSES IN SINGAPORE & SAN FRANCISCO The answers to the rising AI and semiconductor demands Singapore San Francisco A new 35,000 sq ft warehouse in the Airport Dimerco upgraded its San Francisco facility to a Logistics Park of Singapore (ALPS) Free Trade 50,000 sq ft warehouse, b
Slide 32: Updates: Charter Service
UPDATES｜CHARTER SERVICE “ Our role is to integrate our ocean and air freight, contract logistics, and brokage and compliance resources to help customers build supply chains that are both secure and resilient. 32
Slide 33: Dimerco / Connecting Asia with the world
DIMERCO / Connecting Asia with the world