Oil and Gas Storage and Transportation

COSCO SHIPPING Energy

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 SHIPPING Energy released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 7.303 B (forecast CNY 9.111 B), actual EPS CNY 0.3971

COSCO SHIPPING Energy to Release FY2026 Q1 Earnings on April 27 During-Market BJT, Forecast Revenue CNY 9.111 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 SHIPPING Energy released FY2025 Q4 earnings on March 26 After-Market (BJT), actual revenue CNY 6.784 B (forecast CNY 6.341 B), actual EPS CNY 0.2511

COSCO SHIPPING Energy released FY2025 earnings on March 26 After-Market (BJT), actual revenue CNY 23.89 B (forecast CNY 25.44 B), actual EPS CNY 0.8262 (forecast CNY 0.8562)

COSCO Shipping Energy Evaluating Safety of Strait of Hormuz Passage

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The U.S. is investigating whether Chinese companies intentionally limited the production of shipping containers before the COVID-19 pandemic. Several Chinese executives have been indicted, with formal charges expected to be revealed soon. The investigation focuses on firms that dominate the manufacturing of unrefrigerated shipping containers.

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US probing if China firms cut output of containers before pandemic, says CBS

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

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

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.

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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.

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

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

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

COSCO SHIPPING Energy Transportation Co. has confirmed the fulfillment of conditions for the first exercise period of options under its 2023 A Share Option Incentive Scheme, with a vesting period expiring on May 10, 2026. The board has approved adjustments to the number of options and exercise price, enhancing its equity incentive structure. The latest analyst rating for the stock (HK:1138) is a Buy, with a price target of HK$26.00. The company focuses on energy shipping and maritime transportation services, aligning its operations with long-term strategic goals.

COSCO SHIPPING Energy Confirms First Option Exercise Window and Adjusts 2023 Incentive Scheme

COSCO SHIPPING Energy Transportation Co. will hold a board meeting on April 27, 2026, to approve its unaudited Q1 results for the period ending March 31, 2026. This meeting is crucial for investors as it will provide insights into the company's financial performance and operating trends in the energy shipping market. The company adheres to Hong Kong listing rules for timely disclosures. Analysts currently rate the stock as a Buy with a price target of HK$26.00, reflecting positive market sentiment.

COSCO SHIPPING Energy Schedules Board Meeting to Approve Q1 2026 Results

COSCO SHIPPING Energy(600026.SH)