Evergreen Marine Corp. (taiwan) Ltd. · TWSE:2603
Evergreen Marine Corp. (taiwan) — Evergreen Marine — Evergreen Marine Corp. 2023 Investor Conference
18 slides from Evergreen Marine Corp. (taiwan)'s conference presentation, October 2023
Slide 1: Evergreen Marine Corp. 2023 Investor Conference
Evergreen Marine Corp. 2023 Investor Conference TSE: 2603
Slide 2: Legal Disclaimer
Legal Disclaimer The information contained in this presentation, including all forward-looking information, is subject to change without notice, whether as a result of new information, further events or otherwise, and Evergreen Marine Corp. (the “Company”) undertakes no obligation to publicly update
Slide 3: Infographic
11 12 2 ASIA – EUROPE/MED INTRA-EUROPE Evergreen Marine Corp 5 INTRA-MED Infographic 18 22 51 CARIBBEAN FDR TRANS-ATLANTIC 4 ISC+RED SEA 6 PERSIAN GULF 2 TRANS-PACIFIC INTRA-ASIA ASIA – S. AMERICA ASIA – AFRICA ASIA – AUSTRALIA Group fleet Operational Capacity Capacity market Share 2022 lifting seap
Slide 4: Financial Information
Consolidated Income Statement 2023 H1 Financial Information Unit:NT$ Millions OPERATING REVENUE Item 2023 H1 Operating Revenue 134,211 Operating Cost (105,604) Gross Profit (Loss) 28,607 Operating Income (Loss) 21,269 OPERATING Net Income (Loss) 12,795 COST Profit(Loss), attribute to 10,135 owners o
Slide 5: Financial Information
Financial Information Note: In the second quarter of 2023, due to the provision of dividends payable, the current ratio 5 decreased to 158.46%, and the debt ratio increased to 48.98% compared with the first quarter.
Slide 6: Financial Information
Financial Information 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 Quarterly Consolidated Operating Income, Gross Profit Margin and Net Income Margin mOperating Income =-»Gross Profit Margin (%) Net Income Margin (%) 80% 69.58% 69.09% 1,750 66.37% 1,704 70% 60.45% 1,708 2.14% J 0.29% 41.01%
Slide 7: Financial Information
Quarterly Consolidated Operating Income (NT $100 Millions ) Financial Information 483.42 July + Aug 7
Slide 8: Financial Information
Financial Information (10 thousands TEU) (USD/TEU) (USD/TON) 8
Slide 9: Preparation
Complexity Analysis Post Pandemic New Strategies Cyber Security COVID Technology Economic Preparation interest rate Shipping digitalization for China slows down regionalization consumer confidence energy prices New e-commerce model Alternative Vehicle supply chain bottlenecks Sustainability Risk Man
Slide 10: US Index
US Index 2024 Global Intelligence: Data Source: Macro Micro Photo source: Pixabay qimomo US Retailer Sales US Unemployed Ratio US rental house vacancy rate US SAAR 10
Slide 11: EU Index
2024 EU Index Global Intelligence: Data Source: Macro Micro Photo source: Pixabay qimomo EU Zone - PMI EU Zone - HICP 11 EU Zone - CCI
Slide 12: CN Index
CN Index 2024 Global Intelligence: Data Source: Macro Micro Photo source: Pixabay qimomo 12 CN - PMI China export to USA China export to EU
Slide 13: Mitigate the sustainability risk
Mitigate the sustainability risk 2023 2024 2025 IMO ETS Fuel EU EEXI Maritime CII Local Sustainability US regulation Clear Shipping Act 1. Climate governance 2. low-carbon fuel study and transition 3. Sustainable supply chain management 4. Digitalization leads Sustainability 5. Human rights and the
Slide 14: Goal Setting
Goal Setting 2008 2030 2050 Our commitment 2030 reduced GHG in 50% (2008 base line) GREENHOUSE GAS PROTOCOL Reduced GHG emission by 50% Achieve carbon neutrality 2050 Net Zero with Technology support Based on 2008 base line Across Evergreen Marine Group companies worldwide GHG Annual Emission 80.00
Slide 15: Action Plan
Action Plan Duel-Fuels Container Ship Biofuel testing CCUS RLCF R&D Shore Power Decarbonization R&D and implementation Digitalization assists in Decarbonization, Accelerates certification processes, Seaport terminals investment Accelerate green supply chain efficiency, Save energy and reduce carbon
Slide 16: Participation & 3rd parties verification
Participation & 3rd parties verification GREENHOUSE GAS PROTOCOL Built deliciated EGS Team CSR report content TCFD and SASB 2021 ISO14064 & GHG Protocol certification Smart Freight Center GLEC methodology WNI CII System 2022 Greenhouse gas data collection platform 2023 Risk Management TCFD TNFD CDP
Slide 17: Private-Public Partnership, create the value-chain
Private-Public Partnership, create the value-chain Customer demand Decarbonization action plan Shipment link, GreenX, paperless BL Smart Container – case study Thirty-Parties varication R&D build the value-chain RCLF R&D Green Corridor Green Finance 17
Slide 18: TSE: 2603
TSE: 2603
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