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Analyses on Overseas (5)
- May 18, 2026
- May 4, 2026
- March 16, 2026March 16, 2026
- Follow-up
Overseas: How Much of Logistics-Services Growth Really Came From the Market, and How Much From the Group
Overseas’ logistics-services segment did improve in 2025, but the 14.5% growth headline overstates the purity of the market signal because about 48.6% of the segment’s increase came from higher work with companies in the controlling shareholder’s group.
- Follow-up
Overseas: Operating Cash Looks Strong, but the Lease Layer Tells a Different Story
Overseas looks comfortable on bank tests, but the lease layer makes the cash picture much tighter, so strong operating cash still leaves almost no real surplus for shareholders.
Overseas in 2025: Operations Are Strong, but the Real Cash Test Still Runs Through Leases and Financing
Overseas ended 2025 with genuine operating improvement across the system, but 2026 will be judged mainly on whether that improvement turns into cash flexibility after leases, interest and debt service.
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