APPENDIX - Global Listed equities investment universe for the transport segment and transport alliances
Table 1 Sector Universe
By segments
| Segment | US $ Billion | Notes |
|---|---|---|
| Rail | 666 | both freight and passenger but dominated by former |
| Freight/Logistics | 620 | includes both air freight (the largest) and road freight |
| Airlines | 382 | |
| Shipping | 382 | |
| Airports | 322 | |
| Ports | 88 | |
| Tollways | 76 | |
| Total | 2320 |
By region
| Region | US $ Billion | |
|---|---|---|
| North America | 1026 | |
| Asia | 759 | |
| Western Europe | 472 | |
| All other regions | 63 | |
| Total | 2320 |
Table 2 Top Container Shipping Companies
| Company | Based in | # ships | |
|---|---|---|---|
| 1 | P. Moller–Maersk – 4.1m TEU | Denmark | 7111 |
| 2 | Mediterranean Shipping Company (MSC)*– 3.8m TEU | Switzerland | 711 |
| 3 | CCOSCO Shipping Lines – 3.1m TEU | China | 461 |
| 4 | CMA CGM Group* – 2.7m TEU | France | 505 |
| 5 | Hapag-Lloyd – 1.7m TEU | Germany | 231 |
| 6 | ONE (Ocean Network Express) – 1.5m TEU | Japan # | 217 |
| 7 | Evergreen Line – 1.2m TEU | Taiwan | 203 |
| 8 | Orient Overseas Container Line – 733,580 TEU | Hong Kong | 104 |
| 9 | H(Hyundai)MM – 728,416 TEU | Korea | 72 |
| 10 | Yang Ming – 616,000 TEU | Taiwan | 72 |
NB*both MSC and CMA are not listed
# ONE is the pulling together of the container business of 3 Japanese companies -Mitsui OSK (MOL), Nippon Yusen (NYK) and Kawasaki Kusen (K-Line)
Table 3 the 3 Container Shipping Alliances
| Alliance | Overview | |
|---|---|---|
| 1 | 2M Alliance: Maersk and MSC | Maersk Line and MSC announced a 10-year vessel sharing agreement starting in 2014. The deal includes 185 vessels with a total capacity of 2.1 million TEUs. Maersk contributes with 110 vessels/ 1.2m TEU capacity. MSC adds 75 vessels/ 900k TEU to the alliance. It is now the biggest one in shipping since Hamburg Süd (part of Maersk) entered. |
| 2 | Ocean Alliance: COSCO, OOCL, CMA CGM, and Evergreen | Launched in 2017 with an initial period of five years COSCO Shipping, OOCL, CMA CGM, and Evergreen just confirmed the extension of the duration by another ten years until 2027. |
| 3 | THE Alliance: Hapag-Lloyd, ONE, & Yang Ming | It was launched in 2017 by Hapag-Lloyd, ONE, and Yang Ming. In April 2020, HMM from South Korea joined THE Alliance. |
Who is ONE? An alliance within an alliance -Ocean Network Express or ONE was established on July 7, 2017, by the integration of container operations of the 3 Japanese shipping companies - 'K' Line 36% (Kawasaki), MOL (Mitsui OSK) 36% and NYK (Nippon Yusen Kaisha ) the largest with 38%
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Roy Chen
Chief Investment Officer for the RC Global Infra-Energy Fund
3 Comments
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Christina Kray 2 days agoSince our attention spans seem to be shrinking by the day — keeping it simple is more important than ever.
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