Q4 & FY 2023 Financial Highlights
Q4 & FY 2023 highlights
Financial highlights
2024 guidance
Market update
Summary
2024 Underlying Market Dynamic - Significant Oversupply with 120 Large
Capacity Newbuilds Expected this Year
15
30M -
Supply/Demand Balance
Delivery Breakdown by Size Range in TEU Millions
****
***
ZIM
2012 0.3M 0.3M
0.6M
2013 0.4M
0.5M
0.3M 0.2M
2014 0.2M 0.4M
0.6M
0.3M
10%
9.7%
2015 0.2M
0.6M
0.4M
0.5M
8.6%
20M
6.3%
7.6%
8.2%
2016
0.2M 0.4M 0.3M
7.2%
5.8%
1.8%
3.0% 5.2%
2017
0.5M
0.4M
4.0%
3.8%
2018 0.2M 0.3M
0.5M
2.5%
4.7%
1.7%
1.8%
3.8%
2.9% 4.5%
4.1%
2019 0.2M 0.3M
0.5M
2.5%
2020 0.2M 0.2M
0.4M
-0.3%
-1.1%
0.3%
0%
2021 0.2M 0.3M
0.6M
10M
2022 0.3M 0.3M
0.5M
2023
0.5M
0.2M 0.2M
1.4M
2024
0.5M
0.8M
0.5M
1.4M
2025
0.3M
0.5M
1.1M
2026 0.2M 0.5M
0.5M
0
-10%
2014
2015 2016 2017 2018
2019
2020 2021 2022 2023F 2024F 2025F
OM
IM
2M
Fleet Capacity (year and Mteu)
% Annual Capacity Growth
< 5,100 TEU
5,100-9,999 TEU
10,000-15,099 TEU NPX
≥ 15,100 TEU
Global Throughput Growth
Source: Alphaliner Monthly Monitor, February 2024
Source: Alphaliner Monthly Monitor, February 2024View entire presentation