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Container Market outlook

Container Market outlook. 26 February 2011 Abridged version Alfred Cheung. Global container handling volume. Market Likely to be > 600Mteu in near future Traceability Movement Inventory Availability Saving 5 to 10% saving Handling / shifting Planning & marshalling Networking

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Container Market outlook

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  1. Container Market outlook 26 February 2011 Abridged version Alfred Cheung

  2. Global container handling volume • Market • Likely to be > 600Mteu • in near future • Traceability • Movement • Inventory • Availability • Saving • 5 to 10% saving • Handling / shifting • Planning & marshalling • Networking • User accessibility • Global coverage • Security & safety Unit in Mteu Capacity deployment focused onto FE-EUR 26% and FE-NAMR 18% * Source: Alphaliner 2010 & in-house data

  3. Estimation of Global Container fleet in 2010 • Global fleet • 27.25 M TEU • 93% dry boxes • 7% reefer boxes • Global terminal handling volume • 545 M TEU • 11.6% growth rate projection in 2010 • Average handling ratio / TEU = 20 • Market potential • Reefer boxes of 1.7 M TEU • Average TAT 6 • Total market potential > 10 M TEU Source: Alphaliner + In-house data (Demand > supply by 2% in 2010 and continues to be strong in 2h 2010)

  4. Container shipping demand Outpaces supply by 2% in 2010 Continues to be strong in 2H 2010 Asia – Europe trade with strongest growth to reach 17.2 M TEU, or 13.1% increase Transatlantic traffic expects to grow by 12% to 5.6 M TEU Transpacific trade with steady growth of 10.3% to 20.3 M TEU North – South trade projects to rise 9.2% to 20.6 M TEU Other trades including intra-regional & other routes forecasting to grow by 11.4% to 56.5 M TEU Lifting estimated by Clarkson to be 565M TEU in 2010 Source: Clarkson + in-house data

  5. Average 5 year rental per diem rate of reefer new build in US$ Stable per diem rates as from 2007 Source : in-house data

  6. Active container ship capacity evolution : Jan 2010 to Jan 2011 • Utilization levels fall as active capacity grew by 21% over past 12 months. • Increased from 11.55 Mteu in Jan 2010 to 13.94 Mteu in Jan 2011. • A combined effect of 1.39 Mteu new ships delivered in 2010 and activation of 1.18 Mteu of idle capacity. • Total idled fleet has decreased from 1.51 Mteu in Jan 2010 to 326,000 teu. • Scrapping and deletions has dropped from 381,000 teu in 2009 to 184,000 teu in 2010.

  7. Reefer Logistics Information Chain Forwarder Consignee Bank / Trader • Minimize costs • Eliminate waste • Reduce processing time RTLS & RFID E friendly & Energy saving Transparency & Convenience Quality & Compliance Safety & Security TML / Depot Shipper Applications End user Log Provider QRT / Customs Source: in-house model

  8. Top 10 GDP countries expressed in trillion $ with forecast up to 2050 Source : Goldman Sachs

  9. Disclaimer This presentation contains theories and forward looking statements which reflect writer’s current forecast and estimates. The forward looking statements involve risks and uncertainties that could cause actual result to be different from those described in the forward statements. Potential risks and uncertainties include change of economic conditions, fluctuation in foreign exchange, new technology applications, market competition and regulatory developments. The writer assumes no responsibility for errors, omissions, or damages caused by or from the use of the information herein. Thank you for listening! Alfred Cheung Email: Office : alfred@greensocietyassociation.com Personal : alfredcheungshuwing@gmail.com Mobile: +81 70 6947 5755 Japan Mobile: +852 9182 7600 Hong Kong Skype ID: alfredcheungshuwing

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