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T3EX — Investor Presentation 2019
Jun 19, 2019
52176_rns_2019-06-19_94d79c71-0cf2-41bd-955e-d17fda5926d4.pdf
Investor Presentation
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T3EX Global Holdings 2636TT
The Breakthrough of Logistics Industries Under the US-China Trade War
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Outline
The Restructuring of Global Supply Chain Management
The Booming T3EX of Southeast Overview & Asia/ ChinaFuture Europe Strategy Railway
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US-China trade war increased obstacles of trade in global.
The decline of investment Made in USA. benefits in High-valued goods China. made in Europe. TTIP(Note1).
Globalization Rules would be broke, global supply chain management is facing restructuring!
New Retail Innovated new The growth of trade styles. investment One Belt benefits in One Road. Southeast Made in China Asia. 2025. CAFTA(Note2).
Note1: Transatlantic Trade and Investment Partnership Note2: China–ASEAN Free Trade Area
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Decentralize manufacturing locations.
Enlarge Advance Enhance market technology. valuescale. added.
Human Tariff Resource
Fund
Logistics
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China-USA bilateral trade is the most huge market in long term.
The rise of multiple transport ( oceanair-railway-land)
Global manufactories transferred to Southeast Asia and emerging countries.
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One-fifth global manufactures are located in China, they want to transfer production lines out of China. The below are some examples:
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Pegatron Corp. is considering to invest in Vietnam.
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Man Wah Holdings Limited would enlarge twice production capacity in Vietnam.
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America companies would replace Chinese PCB manufactures with KCE Electronics, the largest PCB manufacture in Southeast Asia.
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Thailand EMS services provider- SVI Pcl signed 4 contracts with customers who had production lines in China.
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Kent International Inc., the bicycle makers in Parsippany of America had transferred production lines to Cambodia.
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Southeast Asia need to advance technology and infrastructures!
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It could spend many years to transfer production lines from China to Southeast Asia.
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Lack of labors and infrastructures would block global manufactories from entering Southeast Asia.
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Part of companies would transfer production lines back to their country such as Japan, Korea and Taiwan.
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T3EX group has been developing the Southeast Asian market for more than 10 years. We has established more than 10 branches in Vietnam, Thailand, Singapore, Malaysia, Cambodia and Indonesia.
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T3EX group consolidated revenue from the East Asia region from January to May of this year increased 103% compared with the same period last year.
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T3EX group will set up a the new company in the Philippines this year, and continue to develop the ASEAN market in future.
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6363 train trips of China-Europe railway were conducted in 2018, with an increase of 73% in 2018 compared with 2017, and reached 5000 train trips target of 2020.
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China-Europe railway operates in 56 cities in China and 49 cities in 15 countries in Europe.
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The volume of return train trips have reached 72% of outward train trips. And the quality indexes also reached the historical high level.
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Export
Import
Auto parts, IT products, household electrical appliances, mechanical-electronic products, garments and toys.
Entire vehicle and parts, Rail and airplane components, Various equipments, food(beer, wine), Baby products, nutrition and health care, beauty care, German kitchen ware, etc.
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There‘re also some trading companies in North America buying in China and selling to Europe, transport by CRE, as they want fast T/Time and also want to save money.
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T3EX Overview
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International Logistics Domestic Logistics
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Supply chain Multiple International management Import, Customs B2B B2C transportation freight Services, with ocean warehousing warehousing Service with ocean forwarding freight, air freight Warehousing, and and freight, air freight with ocean ,warehousing, Delivery transportation transportation and railway and air and delivery
New North America, Zealand, Europe, New Australia, the China China China Zealand and Asia Market Middle East, Australia, Africa India, , India and Asia Pakistan and Red sea. Greater Greater China:30 China: China:9 China: China: China: Location Northeast Asia:3 Singapore:1 10 2 1 Southeast Asia:12 1 Total:10 Total:45
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T3EX Overview-Global Network
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Over 2000 ocean Over70 146 thousand SQM Over 400 overseas and air routes locations in Asia In warehousing agents in the world
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T3EX Overview-Transport Quantity
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Ai r
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2018 cargo quantity: 70,300 Ton 2017 cargo quantity: 66,400 Ton 30 Airline partners: Services countries: 100
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Railway
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2018 cargo quantity: 3,300TEU 2017 cargo quantity: 3,600TEU Route: 7 lines Services countries: 8
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Ocean
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2018 cargo quantity: 327 thousand TEU 2017 cargo quantity: 292 thousand TEU Over 2000 ocean routes Service over 500 cities in the world
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Strategy Plan
To meet the globalization trend, logistics industries will be forced to transform into smart logistics.
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Multimodal Transport
Ocean-land-air multiple transport not only can replace single transport modal but also can save logistics cost.
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China-Europe/ China-Russia Railway
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B2B2C Warehouse
PAST:
B2B
Warehouse
International customers
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Dealers
NOW:
B2B2C Warehouse
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International Customers
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On line warehouse platform
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Dealers
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Consumers
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Cross-Border E-commerce Logistics
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Supply Chain Finance
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01 03
Finance Information
Service Technology
Platform
Industry
Base
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Credit Supply Cain
and Risk Management
Control Solution
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Logistics Flow Information Flow Capital Flow Business Flow
The logistics plays the main role, while finance plays a supplementary role, so as to realize integration services of logistics, information flow, capital flow and business flow.
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Supply Chain Finance-Operating Modal
Credit Spread
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Value-added
Trade Spread
Service
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