External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Leading full-service brokerage firm in Vietnam. 

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Equity Bottom-Up

<ul><li>For 3Q25, CJ Logistics posted revenue of W3.07tr (+3.1% YoY). Contract logistics revenue grew 12.1% YoY, driven by revenue from new warehousing &amp; distribution (W&amp;D) contract wins (+9% YoY) and lock-in effects from large-scale third-party logistics (3PL) contracts.</li><li>The port &amp; delivery (P&amp;D) segment also saw robust growth (+15% YoY) thanks to new customer acquisitions arising from digital transformation.</li><li>In the parcel delivery unit (O-NE), revenue grew 7.4% YoY on a 5.2% YoY increase in overall volume (+58% YoY for e-commerce volume). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

For 3Q25, CJ Logistics posted revenue of W3.07tr (+3.1% YoY). Contract logistics revenue grew 12.1% YoY, driven by revenue from new warehousing &amp; distribution (W&amp;D) contract wins (+9% YoY) and lock-in effects from large-scale third-party logistics (3PL) contracts.The port &amp; delivery (P&amp;D) segment also saw robust growth (+15% YoY) thanks to new customer acquisitions arising from digital transformation.In the parcel delivery unit (O-NE), revenue grew 7.4% YoY on a 5.2% YoY increase in overall volume (+58% YoY for e-commerce volume). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CJ Logistics (000120 KS/Buy)Outstanding Cost Competitiveness

<ul><li>For 2Q25, CJ Logistics posted revenue of W3.05tr (-0.4% YoY).</li><li>The contract logistics division delivered solid top-line growth (+13.1% YoY), supported by steady order wins.</li><li>However, the parcel delivery unit (O-NE) saw a 3.7% YoY decline in revenue amid a 3.8% YoY drop in volume. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

For 2Q25, CJ Logistics posted revenue of W3.05tr (-0.4% YoY).The contract logistics division delivered solid top-line growth (+13.1% YoY), supported by steady order wins.However, the parcel delivery unit (O-NE) saw a 3.7% YoY decline in revenue amid a 3.8% YoY drop in volume. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CJ Logistics (000120 KS/Buy)Ability to Defend Market Share Partially Confirmed

South Korea

CJ Logistics Corporation provides logistics services. The Company provides land transportation, maritime transportation, harbor unloading, cargo storage, international logistics processing, and other services. CJ Logistics also provides internet home shopping services. CJ Logistics serves customers worldwide.

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CJ Logistics (000120 KS)