Oil and Gas Storage and Transportation

COSCO SHIP ENGY

COSCO SHIPPING Energy Transporting to Lease 4 VLCCs for 60-63 Months with Rental of approx. 2.7 Billion RMB

COSCO Shipping Two Vessels Successfully Pass Through Strait of Hormuz

DBS Analyst Maintains Buy Rating for COSCO Shipping Energy Transport, Sets Target Price at HKD 26

COSCO Shipping Energy's Wholly-Owned Subsidiary Acquires 100% Equity Stake in COSCO Shipping Dalian Investment for 1.585 Billion Yuan

COSCO Shipping Energy Reports Significant Revenue and Profit Growth in Q1 2026

China COSCO Shipping Energy Transportation Reports Robust Performance, Expands LNG Business and Improves Capital Structure

COSCO SHIP ENGY released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue HKD 8.28 B (forecast HKD 10.33 B), actual EPS HKD 0.4502

COSCO SHIP ENGY to release FY2026 Q1 earnings on April 27 During-Market BJT, forecast revenue HKD 10.36 B

China Shipping Energy Holdings Executives Zhu Jianqian and Ni Yidan Plan to Reduce Stock Holdings

COSCO Energy Shipping and Subsidiary Plan to Sign Construction Contracts for Two Oil Tankers with Qidong Engineering

Morgan Stanley Recommends Overweight Rating for COSCO Shipping Energy Transportation

Shipping stocks' target prices significantly raised, bull market continues

Morgan Stanley and DBS Maintain Buy Rating for COSCO Shipping Energy Transport

Morgan Stanley Raises Target Price for COSCO Shipping Energy Shipping to 26 Yuan

Huachuang Securities Upgrades COSCO Shipping Energy Transportation A-Share Rating to Strong Buy

J.P. Morgan Upgrades China Shipping Tanker's Profit Forecast and Target Price

Sinopec Shipping Energy Profit Reached 4.04 Billion Yuan in Full Year

COSCO SHIP ENGY released FY2025 Annual Earnings on March 26 After-Market (BJT), Actual Revenue HKD 26.11 B (Forecast HKD 28.89 B), Actual EPS HKD 0.903 (Forecast HKD 0.9641)

COSCO SHIP ENGY released FY2025 Q4 earnings on March 26 After-Market (BJT), actual revenue HKD 7.544 B (forecast HKD 7.051 B), actual EPS HKD 0.2793

COSCO Shipping Energy Evaluating Safety of Strait of Hormuz Passage

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COSCO SHIPPING Energy (1138.HK) current price is 19.090, down 8.13% for the day, with an intraday decline exceeding -8%, and a market capitalization of 104 billion. As a leader in energy transportation, COSCO SHIPPING Energy experienced a significant drop during the trading session, and news of asset integration and acquisitions from the parent company did not provide noticeable support. DBS Bank previously assigned a buy rating, but market sentiment remains cautious in the short term

Movers Alert

COSCO SHIPPING Energy

COSCO Shipping Energy (1138.HK) plunged over 8% intraday

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SIGENERGY(06656) rose 10.17%, with a trading turnover 468.6 Million HKD, and a year-to-date rose 80.4%. CHINA OVERSEAS(00688) rose 8.89%, with a trading turnover 824.1 Million HKD, and a year-to-date rose 9%. WH GROUP(00288) fell 5.77%, with a trading turnover 898.8 Million HKD, and a year-to-date rose 14.9%. BIREN TECH(06082) fell 5.45%, with a trading turnover 369.4 Million HKD, and a year-to-date rose 119.7%.

- The Hang Seng Index increased by 1.68%, with a year-to-date rise of 1.9%.  
- Several stocks showed notable movements: Sihg New Energy rose by 10.17%, China Overseas Development gained 8.89%, while WH Group and Bilan Technology fell by 5.77% and 5.45%, respectively.  
- Year-to-date performance varied, with Sihg New Energy up 80.4% and Bilan Technology up 119.7%, while WH Group's increase was 14.9% and China Overseas Development was up 9%.

Top Gainers&Losers

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CHINA OVERSEAS

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Top 5 HK Stock Gainers/Losers (>100B) (4.29)

G Sachs has raised its earnings forecast for COSCO SHIP ENGYfor 2026-2028 by 3%-4%, increasing the target price to HKD30 from HKD29. The company's 1Q results exceeded market expectations, with an adjusted net profit of RMB2.1 billion. The report highlights a shift in LR2 tankers to dirty oil transport, leading to higher freight rates. G Sachs maintains a Buy rating, citing a strong VLCC supercycle driven by tight capacity and industry consolidation, benefiting COSCO SHIP ENGY.

AASTOCKS News

Goldman Sachs

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G Sachs Raises COSCO SHIP ENGY  2026-2028 Earnings Forecast by 3%-4%, TP Up to HKD30

Maggie Qi Wang from DBS has maintained a Buy rating on COSCO SHIPPING Energy Transportation Co (CSDXF), setting a price target of HK$26.00. The analyst has an average return of 24.6% and a success rate of 72.73% on recommended stocks. The consensus for COSCO SHIPPING Energy Transportation Co is a Strong Buy, with a price target consensus of HK$28.06.

Tip Ranks

COSCO SHIP HOLD

Cosco Ship Hold

CSSC SHIPPING

COSCO SHIPPING Energy Transportation Co (CSDXF) Receives a Buy from DBS

COSCO SHIPPING Energysaw its shares fall over 4% despite reporting a 27% increase in 1Q revenue and a 207% surge in net profit to RMB2.173 billion. The stock opened 1.75% higher but closed down 4.12% at HKD17. Analysts at M Stanley noted that the market has largely priced in a pessimistic outlook regarding the Strait of Hormuz, which could impact future earnings. They maintain an "Overweight" rating with a target price of HKD26, citing an attractive risk-reward profile.

Morgan Stanley

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

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COSCO SHIPPING Energy  Falls Over 4% Post-Results; M Stanley Says Market Largely Priced In Pessimistic Outlook on Strait of Hormuz

COSCO Shipping Energysaw its stock price drop over 5% in Hong Kong after announcing its earnings report. The company reported a net profit of 2.173 billion yuan for the first quarter, reflecting a significant year-on-year increase of 206.74%.

CoinLive

COSCO Shipping Energy Sees Over 5% Drop in Hong Kong Stocks Post-Earnings

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KNOWLEDGE ATLAS(02513) rose 9.43%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 739.1%. COSCO SHIP ENGY(01138) rose 6.99%, with a trading turnover 605.9 Million HKD, and a year-to-date rose 100.9%. CHALCO(02600) fell 4.58%, with a trading turnover 375.3 Million HKD, and a year-to-date rose 1.1%. CHINA COAL(01898) fell 4.11%, with a trading turnover 548.7 Million HKD, and a year-to-date rose 29%.

- The Hang Seng Index increased by 0.77%, with a year-to-date gain of 2.9%.  
- The Hang Seng Technology Index rose by 0.46%, but it has a year-to-date decline of 8.2%.  
- Notable company performances include Zhihu (02513) up 9.43% with a total transaction volume of HKD 2.01 billion and a year-to-date rise of 739.1%, while China Aluminum (02600) fell by 4.58%.

KNOWLEDGE ATLAS

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Top 5 HK Stock Gainers/Losers (>100B) (4.20)

COSCO SHIPPING Energy announced related transactions, signing a shipbuilding contract with Qidong Marine Engineering to construct two Panamax crude oil tankers with a deadweight of 74,900 tons, at a total price of 1.018 billion RMB. The vessels are expected to be delivered at the end of October and November 2028

AASTOCKS

COSCO SHIPPING Energy plans to build two Panamax oil tankers at a cost of 1 billion RMB

COSCO SHIP ENGY(01138.HK)