T3EX Business Summary

T3EX Global Holdings (2636.TW) operates as a leading asset-light logistics service provider, generating revenue primarily through international freight forwarding, warehousing, and integrated supply chain management. The company’s business is structured into three core segments: Sea Forwarding, which contributes approximately 60% of total revenue; Air Forwarding, accounting for nearly 30%; and a Logistics and Others segment that encompasses inland transportation, e-commerce logistics, and supply chain finance. By leveraging a proprietary digital management platform and a network of over 30 global branches, T3EX provides end-to-end solutions tailored to high-value sectors such as semiconductors and AI electronics. In the competitive landscape, T3EX maintains a top-tier position in the Asia-Pacific market alongside direct rivals such as Dimerco Express (5609.TW), Kerry TJ Logistics (2608.TW), and Soonest Express (2643.TW), distinguishing itself through a "dual-core" regional strategy and aggressive M&A activity, including the recent full acquisition of Korea's SKYMASTER EXPRESS. The leadership of T3EX is anchored by its founder, David Yen (Yen Yi-Tsai), a veteran often cited as the "man who understands the sea best" in Taiwan’s shipping industry; as of March 2026, Yen serves as the group's General Manager, having returned to the role in 2025 to steer the company through global supply chain volatility. The Board of Directors is chaired by Chang Li-Chiu, representing Yi-Jue Investment, while the executive team includes Echo Wan (Wan Chun-Ying) as Corporate Governance Officer and Spokesperson, and Jack Lai (Lai Wen-Hao) as CEO of the Marine Business. The company’s strategic direction is further supported by a seasoned board that includes representatives from major industry players like W.S. Huang of WPG Holdings (Dalian Da), reflecting a strong pedigree in both logistics operations and cross-border capital management.