BISP

3/2/2015
TheBiggestInvestorsinthePortInfrastructureSector|
TheBiggestInvestorsinthePortInfrastructureSector
Whetherportequities(stocks),portinvestorsorindirectinvestorswithholdingsinmajorportinfrastructure
thispageseekstogiveyouanoverviewofallthemaininvestors.Thepageismeanttogiveaneasyoverviewof
allprivatelyheldcompaniesandmajorlistedequitiesthataresignificantlyimpactedbytheportmarkets.
PortInvestorestimatesthetotalmarketcapofequitieswithinvestmentsinportmarketstoexceedonetrillion
USDandbelowlistthereforeisalsoonlyareferencelistofthecurrentlyknownmainequities.
Foreasycomparisonandreferencewehavestructuredthispageinthefollowingmainsections.
TheBiggestInvestorsGloballyIntheportinfrastructuresector(bothprivateandlisted)
PrimaryPortEquitiesListedequities(orstocks)thatholdamajorityoftheirassetsintheport
markets
SecondaryPortEquitiesListedequities(orstocks)thatholdasmallerbutsignificantpartoftheir
assetsintheportmarkets
StockExchangesReferencelistandlinks
InvestorLinksDirectlinkstotheequitiesorinvestorsinquestion
Atthesametimewewouldliketoprovideyouwithafewbutkeyperformanceindicatorsforequityallowing
foreasybenchmarking.
Wehopethissectionprovesusefulforyourbusinessandwelcomeanycommentsyoumayhavefor
improvementsatinfo@portinvestor.com.
TheBiggestInvestorsinthePortInfrastructureSector
Thislistprovidesanoverviewofallthemaininvestorsofthesectorandnotesonownership(listedorprivately
held).Notethatsomecompanieswillbothbementionedwiththeirportdivision(orcompany)andamother
companyorlargeshareholderssuchasHutchisonPortHoldingsandHutchisonWhampoa.
CompanyName
Ownership
A.P.MollerMaerskGroup
Listed,haveownershipinAPMTerminals
ACSActividadesde
Listed,haveownershipinDragados
ConstruccionyServiciosSA
APLTerminals
Notdirectly(seeNeptuneOrientLines)
APMTerminals
Notdirectly(seeA.P.MollerMaerskGroup)
AscianoGroup
Listed,haveownershipinPatrickPorts
AssociatedBritishPorts
Private,ownedbyconsortiaofinvestorsincludingBorealis,GIC,
GoldmanInfra.PartnersandInfracapitalPartners
http://www.portinvestor.com/portequitiesandinvestors/
1/14
3/2/2015
BeihaiPortCo.
Listed
BolloreGroup
Listed
BrookfieldInfrastructure
Listed,haveownershipinPDPorts
PartnersL.P.
Carrix
Private,haveownershipinSSAMarine
ChinaMerchantsHoldings
Listed
ChinaShippingContainerLines
Listed
ChongqingGangjiuCo.
Listed
Citigroup
Listed,throughCitiInfrastructurePartnersL.P.haveownershipin
variouscompanies
CMACGM
Private,haveownershipinTerminalLink
ContainerCorp.ofIndia
Listed
ContshipItalia
Private
CopenhagenMalmoPort
Private
COSCOPacific
Listed
DalianPort(PDA)Co.
Listed
DPWorld
Listed
Dragados
Notdirectly(seeACSActividadesdeCon.)
Eurogate
Private
EvergreenMarineCorporation
Listed
ForthPortsplc
Listed
GCTGlobalContainer
Private(seeOntarioTeachersPensionPlan)
Terminals
GeorgiaPortsAuthority
Private
GrupTCB
Private
GuangzhouPortGroup
Private
2/14
3/2/2015
GujaratPipavavPort
Listed
Gulftainer
Private
HamburgerHafenundLogistik
Listed
HanjinPacific
Notdirectly(seeHanjinShippingandMacquarieGroup)
HanjinShipping
Listed,haveownershipinHanjinPacific
HighstarCapital
Private,haveownershipinPortsAmerica
HutchisonPortHoldings
Notdirectly(seeHutchisonWhampoaandPSAInterntional)
HutchisonWhampoa
Listed,haveownershipinHutchisonPortHoldings
HyundaiMerchantMarineCo
Listed
Ltd
InternationalContainer
Listed
TermerminalServices(ICTSI)
JiangsuLianyungangPort
Listed
JinzhouPort
Listed
KawasakiKisenKaisha(KLine)
Listed
Kuwait&GulfLinkTransport
Private
Co(KGL)
LytteltonPortCo.
Listed
MacquarieGroup
Listed,haveownershipina.o.HanjinPacific
MaytasInfra
Listed
MediterraneanShipping
Private
Company(MSC)
MitsuiOSKLinesLtd(MOL)
Listed
MMCCorporationBerhad
Listed
ModernTerminals
NotDirectly(seeWharfHoldingsandChinaMerchantHoldings)
MundraPortandSpecial
Listed
EconomicZoneLtd
3/14
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NanjingPortCo.
Listed
NeptuneOrentLines(NOL)
Listed,haveownershipinAPLTerminals
NingboPortCo.
Listed
NipponYusenKabushiki(NYK)
Listed
NorthlandPortCorp.
Listed
NovorossiyskCommercial
Listed
SeaportPJSC
NWSHoldings
Listed
OceanWilsonsHoldings
Listed
OntarioTeachersPensionPlan
Private,haveownershipinGCTGlobalContainerTerminals
OOCL
Private
Patrick(Ports)
Notdirectly(seeAscianoGroup)
PDPorts
Notdirectly(seeBrookfieldInfrastructurePartnersL.P.)
PermodalanNasionalBerhad
Private
PiraeusPortAuthority
Listed
PortofTauranga
Listed
PortsAmerica
Private(seeHighstarCapital)
PSAInternational
Private(seeTemasek)
PYICorp.
Listed
QingdaoPortGroup
Private
RizhaoPortCo.
Listed
SaigonNewPortCo.
Private
SantosBrazil
Listed
ShanghaiInt.PortGroup
Listed
ShenzhenChiwanWharfHold.
Listed
4/14
3/2/2015
ShenzhenYantianPortCo.
Listed
SICALLogistics
Listed
SouthPortNewZealand
Listed
SSAMarine
Private(seeCarrix)
TangShanPortGroupCo.
Listed
TemasekHoldings
Private,haveownershipinPSAInternational
TerminalLink
Private(seeCMACGM)
ThessalonikiPort.Auth.
Listed
TianjinPortCo.
Listed
TianjinPortDev.Co.
Listed
Vopak,Royal
Listed
WanHaiLines
Listed
WharfHoldings
Listed
XiamenIntl.PortCo.
Listed
XiamenPortDev.Co.
Listed
YangMingMarine
Listed
YingkouPort
Listed
PrimaryPortEquities
Itisnotwellknownbutalargernumberofequities,investorsandfundshavethemajorityoftheirassetstied
upintheportmarkets,inthebelowoverviewweseektoprovideyouwithallthebiggestequities(basedon
marketcap)thatholdamajorityoftheirassetsintheportmarkets.
GoodexamplesincludeDPWorld,aclosetoUSD10billionmarketcapcompanylistedontheDubaiNASDAG
stockexchange,thatsolelyinvestsandoperatesintheportmarkets.Inthesmallerendofthescaleyoufind
individualportcompanies(oftenportauthorities)thatsitwiththemajorityoftheinfrastructureportassets
fortheirrespectiveports,seeamongstothersSouthPortwithamarketcapoflessthanNZD100million.
Pleasenotethattheequitiesorstocknamesareabbreviated,immediatelybelowthistableyoufindareference
tablewiththefullnamesandstockcodesforeasyreference.
5/14
3/2/2015
PrimaryListedPortEquities(MktCapinbillions)
Stock
Cnc
MktCap
P/E
52wkL
52wkH
PriceRef
Asciano
AUD
4.74
N/A
1.44
1.94
1.62
Beihai
RMB
1.88
50.4
9.98
17.67
13.26
CMHI
HKD
71.05
20.72
21.6
32.85
29.2
CNQG
RMB
2.86
66.52
9.61
16.58
12.53
Concor
INR
166.72
21.4
1,115
1,500
1,282.65
CosPac
HKD
34.17
23.08
8.5
14
12.6
Dalian
HKD
10.33
13.32
2.73
3.98
3.53
DPW
USD
9.8
29.9
0.3
0.61
0.59
ForthP
GBP
0.587
20.28
1,020
1,425
1,284.00
Gujarat
INR
24.39
N/A
46
67.65
57.35
HHLA
EUR
2.2
34.99
23.44
31.99
30.3
ICTSI
PHP
80.14
20.1
19.75
46.8
41.4
Lianyung.
RMB
3.47
35.01
5.11
8.19
6.45
Jinzhou1
RMB
0.767
22.65
0.382
0.55
0.491
Jinzhou2
RMB
0.754
223.25
4.31
6.75
4.84
Lyttleton
NZD
0.236
26.23
2.25
2.58
2.31
Mundra
INR
291.09
45.2
96.26
185.25
145.3
Nanjing
RMB
2.19
122.64
11
8.89
Ningbo
RMB
46.85
21.5
3.43
4.18
3.66
Northland
NZD
0.068
21.61
1.6
1.95
1.64
Novo1
USD
2.31
8.4
0.12
0.2
0.12
Novo2
EUR
1.87
N/A
6.1
11.28
7.297
Novo3
USD
2.6
N/A
8.6
15.23
10.25
Novo4
RUB
81.8
9.6
0.24
5.96
4.258
OceanW
GBP
0.460
16.14
1,265
1,300
1,300
Piraeus
EUR
0.317
N/A
11
17
12.69
Tauranga
NZD
0.985
25.91
6.5
7.5
7.35
PYI
HKD
1.36
8.24
0.23
0.49
0.3
Rizhao
RMB
9.42
24.09
2.29
4.16
4.16
Santos
BRL
3.13
58.2
13.59
24.5
23.9
SIPG
RMB
86.06
17.4
3.66
6.21
4.1
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Chiwan
HKD
8.45
12.54
9.8
14
13.1
Yantian
RMB
8.17
18.23
5.9
9.29
6.56
SICAL
INR
3.33
55
110.25
84.15
SouthP
NZD
0.072
23.24
2.52
2.85
2.76
Tangsh.
RMB
8.59
26.8
7.4
8.74
8.59
ThessalP
EUR
0.107
70.4
10.46
15.37
10.6
Tianjin1
RMB
14.92
18.74
7.75
13.73
8.91
Tianjin2
HKD
11.95
71.93
1.52
3.15
1.94
Xiamen1
HKD
4.14
14.41
1.21
1.72
1.52
Xiamen2
RMB
4.16
46.93
6.61
10.95
7.84
Yingkou
RMB
6.88
29.62
5.56
9.75
6.27
Notes:52weekrangeupdatedonNovember1st2010,see52wkHforhighand52wkLforlowMarketcapisat
theindicatedPriceRef.Sources:www.google.com/finance,www.nasdaqdubai.com,www.bloomberg.com.
Theoutlinedstockcodeforthereferencetablehasathreelettercodeforthestockexchangeonwhichitis
listed,toseethefullstockexchangenamepleaserefertothereferencetablesbelow.
Referencelistwithcompany/equitynameandstockcode
Listedcompany
Abbrv.
Stockcode
AscianoGroup
Asciano
AUS:AIO
BeihaiPortCo.
Beihai
SSE:000582
CMHI
HKG:0144
ChongqingGangjiuCo.
CNQG
SSE:600279
Concor
BOM:531344
COSCOPacific
CosPac
HKG:0199
DalianPort(PDA)Co.
Dalian
HKG:2880
DPWorld
DPW
DIX:DPW
ForthPortsplc
ForthP
LON:FPT
GujaratPipavavPort
Gujarat
IND:GPPV
HamburgerHafen
HHLA
ETF:HHFA
Int.Cont.Term.Serices
ICTSI
PSX:ICT
Lianyung.
SSE:601008
JinzhouPort1
Jinzhou1
SSE:900952
JinzhouPort2
Jinzhou2
SSE:600190
7/14
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LytteltonPortCo.
Lyttleton
NZE:LPC
MundraPortandSpecialEconomicZoneLtd
Mundra
IND:MSEZ
NanjingPortCo.
Nanjing
SZE:002040
NingboPortCo.
Ningbo
SSE:601018
NorthlandPortCorp.
Northland
NZE:NTH
NovorossiyskCommercialSeaportPJSC
Novo1
RUS:NMTP
Continued
Novo2
FSE:46NA
Continued
Novo3
LONI:NCSP
Continued
Novo4
RUSMICEX:NMTP
OceanW
LON:OCN
Piraeus
GRE:PPA
PortofTauranga
Tauranga
NZE:POT
PYICorp.
PYI
HKG:0498
RizhaoPortCo.
Rizhao
SSE:600017
SantosBrazil
Santos
SAO:STBP11
SIPG
SSE:600018
Chiwan
SSE:200022
Yantian
SZE:000088
SICALLogistics
SICAL
BOM:520086
SouthPortNewZealand
SouthP
NZE:SPN
Tangsh.
SSE:601000
ThessalP
GSX:OLTH
TianjinPortCo.
Tianjin1
SSE:600717
TianjinPortDev.Co.
Tianjin2
HKG:3382
XiamenIntl.PortCo.
Xiamen1
HKG:3378
XiamenPortDev.Co.
Xiamen2
SZE:000905
YingkouPort
Yingkou
SSE:600317
SecondaryPortEquities
Alargernumberconglomerates,groupcompaniesandfundsholdsignificantportmarketassets,inthebelow
overviewweseektoprovideyouwithallthebiggestequities(basedonmarketcap).
GoodexamplesincludetheA.P.MollerMaerskGroup,withitsterminaldivisionAPMTerminals,atmarket
capofmorethanDKK200billionthatholdalargepartoftheirassetsintheportmarkets,andMacquarie
Groupthatholdsignificantassetsintheportmarketsbutaportionthatrepresentasmallpartoftheirtotal
8/14
3/2/2015
assetsandmarketcap.
Pleasenotethattheequitiesorstocknamesareabbreviated,immediatelybelowthistableyoufindareference
tablewiththefullnamesandstockcodesforeasyreference.
SecondaryListedPortEquities(MktCapinbillions)
Stock
Cnc
MktCap
P/E
52wkL
52wkH
PriceRef
ACS
EUR
11.48
14.98
28.59
38.8
36.47
APMrskA
DKK
103.19
20.8
33,500
52,640
46,950
APMrskB
DKK
105.89
21.3
34,300
54,900
48,180
Bollore
EUR
4.13
15.8
109
169
167
Brookfld1
USD
1.38
N/A
14.95
23.34
21.79
Brookfld2
CAD
1.4
246.11
15.94
23.31
22.15
CSCL
RMB
47.55
21.71
3.14
5.44
4.07
EMC
TWD
76.5
8.92
16.15
26.6
24.85
HutchW1
USD
43.83
146.86
29.66
55.47
51.4
HutchW2
HKD
351.3
23.64
46.25
86.3
82.4
Hyundai
KRW
4,944
N/A
23,750
56,500
37,150
KKK
JPY
261.14
238
408
342
KGL
KWD
0.045
18.8
99
420
172
MacqG
AUD
12.6
12.82
33.01
53.21
36.46
Maytas
INR
11.03
140.2
253.4
187.4
MOLUS
USD
7.75
N/A
15.56
22.25
19.3
MMC
MYR
8.8
27.5
2.2
3.35
2.89
MOLJP
JPY
682.8
9.5
455
716
566
NOL1
USD
4.38
4.3
7.29
6.78
NOL2
USD
2.35
1.1
1.62
1.62
NYK
JPY
612.61
10.62
254
397
361
NWS
HKD
39.68
9.49
5.59
12.42
12.14
Wharf
HKD
150.37
7.37
35.05
59.95
54.6
WanHai
TWD
44.79
8.08
14.9
23.55
21.2
YangM
TWD
59.71
11.48
10
24.85
23.3
Notes:52weekrangeupdatedonNovember1st2010,see52wkHforhighand52wkLforlowMarketcapisat
theindicatedPriceRef.Sources:www.google.com/finance,www.nasdaqomxnordic.com
9/14
3/2/2015
Theoutlinedstockcodeforthereferencetablehasathreelettercodeforthestockexchangeonwhichitis
listed,toseethefullstockexchangenamepleaserefertothereferencetablesbelow.
Referencelistwithcompany/equitynameandstockcode
Listedcompany
Abbrv.
Stockcode
ACSActividadesdeConstruccionyServiciosSA
ACS
SPA:ACS
APMrskA
OMX:MAERSKA
APMrskB
OMX:MAERSKB
Bollore
Bollore
FRA:BOL
BrookfieldInfrastructurePartnersL.P.
Brookfld1
NYSE:BIP
Brookfld2
TSX:BIP.UN
CSCL
SSE:601866
EMC
TWN:2603
HutchisonWhampoa
HutchW1
HUWHY
HutchisonWhampoa
HutchW2
HKG:0013
HyundaiMerchantMarineCoLtd
Hyundai
KOR:011200
KawasakiKisenKaisha
KKK
JAP:9107
Kuwait&GulfLinkTransportCo
KGL
KUW:KGL
MacquarieGroup
MacqG
AUS:MQG
MaytasInfra
Maytas
IND:532907
MitsuiOSKLinesLtd
MOLUS
USOTC:MSLOY
MMC
MAL:MMC
Same
MOLJP
JAP:9104
NeptuneOrentLines
NOL1
US:NPTOY
NeptuneOrentLines
NOL2
US:NPTOF
NipponYusenKabushiki
NYK
JAP:9101
NWSHoldings
NWS
HKG:0659
WharfHoldings
Wharf
HKG:0004
WanHaiLines
WanHai
TWN:2615
YangMingMarine
YangM
TWN:2609
StockMarketsReferencesandlinks
Eachstockmarketislistedwiththeaboveusedthreeletterreferencecodes.
10/14
3/2/2015
Referencetablewithlinkstothestockmarkets
Code
Stockmarket
Link
AUS
AustraliaSecuritiesExchange
www.asx.com.au
BER
BerlinStockExchange
www.boerseberlin.de
BOM
BombayStockExchange
www.bseindia.com
DIX
NASDAQDubai
www.nasdaqdubai.com
FRA
EuronextParis
www.euronext.com
FSE
FrankfurtStockExchange
www.deutscheboerse.com
GRE
AthensStockExchange
www.ase.gr
HKG
HongKongStockExchange
www.hkex.com.hk
IND
NYSEIndia
www.nseindia.com
JAP
TokyoStockExchange
www.tse.or.jp
KOR
KoreaExchange
www.krx.co.kr
KUW
KuwaitStockExchange
www.kuwaitse.com
LON
LondonStockExchange
www.londonstockexchange.com
LONI
LondonStockExchange
www.londonstockexchange.com
MAL
BursaMalaysia
www.klse.com.my
NYSE
NewYorkStockExchange
www.nyse.com
NZE
NewZealandExchange
www.nzx.com
OMX
CopenhagenStockExchange
www.nasdaqomxnordic.com
RUS
RussianTradingSystemStock
www.rts.ru
Exchange
RUSMICEX
MoscowInterbankExchange
www.micex.com
(MICEX)
SAO
BM&FBOVESPA
www.bmfbovespa.com.br
SPA
BolsadeMadrid
www.bolsamadrid.es
SSE
ShanghaiStockExchange
www.sse.com.cn
SZE
ShenzhenStockExchange
www.szse.cn
TSX
TorontoStockExchange
www.tmx.com
InvestorLinks
Bothlistedandunlistedandportunitsorsubsidiariesoflistedcompaniesarelistedbelowwithaneasy
referencelinktothecompany.
11/14
3/2/2015
Referencetablewithlinkstoequitiesandinvestors
CompanyName
Link
www.maersk.com
ACSActividadesdeConstruccionyServiciosSA
www.grupoacs.com
APLTerminals
www.apl.com
APMTerminals
www.apmterminals.com
AscianoGroup
www.asciano.com
AssociatedBritishPorts
www.abports.co.uk
BeihaiPortCo.
N/A
BolloreGroup
www.bollore.com
www.brookfieldinfrastructure.com
Carrix
www.carrix.com
www.cmhi.com.hk
www.cscl.com.cn
ChongqingGangjiuCo.
www.cqgj.com.cn
Citigroup
www.citigroup.com
CMACGM
www.cmacgm.com
www.concorindia.com
ContshipItalia
www.contshipitalia.com
CopenhagenMalmoPort
www.cmport.com
COSCOPacific
www.coscopac.com.hk
DalianPort(PDA)Co.
www.dlport.cn
DPWorld
www.dpworld.com
Dragados
www.grupoacs.com
Eurogate
www.eurogate.com.de
www.evergreenmarine.com
ForthPortsplc
www.forthports.co.uk
GCTGlobalContainerTerminals
www.globalterminals.com
GeorgiaPortsAuthority
www.gaports.com
GrupTCB
www.gruptcb.com
GuangzhouPortGroup
www.gzport.com
GujaratPipavavPort
www.pipavav.com
Gulftainer
www.gulftainer.com
12/14
3/2/2015
HamburgerHafenundLogistik
www.hhla.de
HanjinPacific
www.hanjin.com
HanjinShipping
www.hanjin.com
HighstarCapital
www.highstarcapital.com
HutchisonPortHoldings
www.hph.com
HutchisonWhampoa
www.hutchisonwhampoa.com
HyundaiMerchantMarineCoLtd
www.hmm.co.kr
InternationalContainerTermerminalServices
www.ictsi.com
(ICTSI)
N/A
JinzhouPort
www.jinzhouport.com
KawasakiKisenKaisha(KLine)
www.kline.co.jp
Kuwait&GulfLinkTransportCo(KGL)
www.kgl.com
LytteltonPortCo.
www.lpc.co.nz
MacquarieGroup
www.macquarie.com.au
MaytasInfra
www.maytasinfra.com
MediterraneanShippingCompany(MSC)
www.mscgva.ch
MitsuiOSKLinesLtd(MOL)
www.mol.co.jp
www.mmc.com.my
ModernTerminals
www.modernterminals.com
MundraPortandSpecialEconomicZoneLtd
www.portofmundra.com
NanjingPortCo.
N/A
NeptuneOrentLines(NOL)
www.nol.com.sg
NingboPortCo.
www.nbport.com.cn
NipponYusenKabushiki(NYK)
www.nykline.com
NorthlandPortCorp.
www.northlandportcorp.co.nz
NovorossiyskCommercialSeaportPJSC
www.nmtp.info
NWSHoldings
www.nws.com.hk
www.oceanwilsons.bm
OntarioTeachersPensionPlan
www.otpp.com
OOCL
www.oocl.com
Patrick(Ports)
www.patrick.com.au
PDPorts
www.pdports.co.uk
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PermodalanNasionalBerhad
www.pnb.com.my
www.olp.gr
PortofTauranga
www.porttauranga.co.nz
PortsAmerica
www.portsamerica.com
PSAInternational
www.internationalpsa.com
PYICorp.
www.pyicorp.com
QingdaoPortGroup
www.qdport.com
RizhaoPortCo.
N/A
SaigonNewPortCo.
www.saigonnewport.com.vn
SantosBrazil
www.satosbrazil.com.br
www.portshanghai.com.cn
www.szcwh.com
www.yict.com.cn(companyentity)
SICALLogistics
www.sical.in
SouthPortNewZealand
www.southport.co.nz
SSAMarine
www.ssamarine.com
www.jtport.com.cn
TemasekHoldings
www.internationalpsa.com
TerminalLink
www.cmacgm.com
www.thpa.gr
TianjinPortCo.
www.tianjinportdev.com
TianjinPortDev.Co.
www.tianjinportdev.com
Vopak,Royal
www.vopak.com
WanHaiLines
www.wanhai.com
WharfHoldings
www.wharfholdings.com
XiamenIntl.PortCo.
www.xpgco.com.cn
XiamenPortDev.Co.
www.xpgco.com.cn
YangMingMarine
www.yml.com.tw
YingkouPort
N/A
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