KERRY TJ LOGISTICS COMPANY Business Summary

Kerry TJ Logistics Company Ltd (2608.TW) operates as a dominant integrated logistics provider in Taiwan, primarily generating revenue through transaction-based freight services, warehousing fees, and specialized supply chain solution contracts. The company’s business is structured into four primary segments: Less-than-Truckload (LTL) transportation, which remains its core volume driver; Integrated Logistics, encompassing high-margin cold chain and pharmaceutical distribution; International Freight Forwarding, providing global air and ocean connectivity; and Express delivery for B2B and B2C markets. As of early 2026, the firm has increasingly pivoted toward temperature-controlled and bonded logistics to capture growth in the semiconductor and healthcare sectors. In the competitive landscape, Kerry TJ maintains a leading position in the B2B LTL market, competing directly with HCT Logistics, Taiwan Pelican Express (2642.TW), and the state-owned Chunghwa Post, distinguishing itself through its extensive cold-chain infrastructure and integration with the global SF Express network. The leadership team is spearheaded by Chairman Richard Shen (Shen Chung-Kui), a veteran of the Taiwanese logistics industry who was instrumental in the strategic merger between the founding T.Join Transportation team and Kerry Logistics. Following a management reorganization in late 2025, the executive suite is led by Co-CEO and General Manager Veronica Juan (Hui-Wen Juan), who brings an extensive background in financial administration and corporate governance, and Chief Operating Officer Kuo-Tien Chang, who oversees the company’s vast domestic fleet and hub operations. The company is a key subsidiary of Kerry Logistics Network (KLN), which is majority-owned by S.F. Holding (SF Express), providing Kerry TJ with significant capital backing and cross-border technological synergies. The board includes prominent representatives from Da Ji International and KLN, ensuring alignment with the broader strategic goals of the SF Express ecosystem.