HSCSHCL@EC2608A

Cosco Shipping Holdings Releases 2025 Annual Report to Address Market Challenges

Major Shipping Companies Attempt to Increase Freight Rates After May Day Holiday

COSCO SHIP HOLD to Release FY2026 Q1 Earnings on April 29 During-Market BJT, Forecast Revenue HKD 60.59 B

JPMorgan Cuts Earnings Forecast for Cosco Shipping

Cosco Shipping Holdings Responds to Limited Impact of Middle East Conflict on Middle East Route Capacity

SHFE Approves COSCO Shipping Logistics Supply Chain Co., Ltd. and its Subsidiaries to Engage in Group Delivery Business

Chinese container ships successfully cross the Strait of Hormuz

Cosco Shipping vessels trapped in the Persian Gulf

Jefferies analyst maintains hold rating on COSCO SHIPPING Holdings with a target price of HKD 13.90

Cosco Shipping Holdings Repurchased 1.2195 Million Shares

Two COSCO Container Ships Redirected to the Persian Gulf

Cosco Shipping Holdings Repurchased 2.2 Million H Shares

COSCO Shipping Lines Resumes New Booking Business in Middle Eastern Countries

CICC Raises Target Price and Rating for COSCO Shipping Holdings

COSCO Shipping Holdings Repurchased 730,000 Shares at HK$14.83 to HK$15.14 per Share

Cosco Shipping Holdings Adjusts Fuel Charges Amid Middle East Uncertainty, Daiwa Adjusts Earnings Forecast and Rating

BOA Securities Adjusts Earnings Forecast and Rating for Cosco Shipping Holdings

The Europe Line Index for Container Shipping Futures Rises 12% Intra-day

HSBC Upgrades COSCO Shipping Holdings A-Share Rating to Hold

COSCO Shipping Holdings Achieves Steady Profits in 2025 with Net Profit of 35.228 Billion Yuan

QINGDAO HLDGS

QIANHAI HEALTH

GUOXIA TECH

BITSTRAT HLDGS

KIN SHING HLDGS

AV CONCEPT HOLD

DATRONIX HOLD

HAITIAN ANTENNA

PRODUCTIVE TECH

INVESTECH HLDGS

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COSCO SHIPPING Holdings (SEHK:1919) has experienced mixed share price performance, with a recent price of HK$14.75 reflecting a 10.9% return over three months. Despite modest revenue growth and weaker net income, the company boasts a one-year total shareholder return of 45.76%. The stock's P/E ratio of 6.3x is below market averages, suggesting potential undervaluation. However, a discounted cash flow analysis indicates overvaluation at the current price, raising questions about future earnings expectations. Investors are advised to consider both earnings and cash flow signals when evaluating the stock.

Simplywall

COSCO SHIP HOLD

Cosco Ship Hold

A Look At COSCO SHIPPING Holdings (SEHK:1919) Valuation After Mixed Recent Share Price Performance

The Hateco International Container Terminal in Hải Phòng welcomed the ultra-large container vessel COSCO SHIPPING AQUARIUS on April 22, marking a significant milestone as the largest ship to dock at the port. The vessel, measuring 400 meters and weighing 197,087 DWT, connects major global hubs and reflects the port's enhanced infrastructure. This development is expected to reduce reliance on foreign transshipment hubs and lower logistics costs for Việt Nam. HHIT aims to evolve into a green and smart port, while the Hateco Group plans to invest in the Liên Chiểu International Container Port in Đà Nẵng.

Vietnam News

Hải Phòng port receives ultra-large container vessel

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BIREN TECH(06082) rose 26.65%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 149.3%. ILUVATAR COREX(09903) rose 17.47%, with a trading turnover 863.6 Million HKD, and a year-to-date rose 201.4%. LAOPU GOLD(06181) fell 2.67%, with a trading turnover 526.2 Million HKD, and a year-to-date rose 6%. ZTE(00763) fell 2.34%, with a trading turnover 715.4 Million HKD, and a year-to-date fell 13.8%.

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Top 5 HK Stock Gainers/Losers (>100B) (4.16)

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JP Morgan lowered the target price for COSCO Ship Hold to HKD 21 and reduced its A-share target price to RMB 22, maintaining a "buy" rating. Due to geopolitical tensions, global supply chains are tightening, and spot freight rates are rising. COSCO Ship Hold has resumed bookings in the Middle East market, and it is expected that fiscal year 2025 profits will exceed expectations, with fourth-quarter net profit being four times the forecast and annual net profit exceeding 10%. The company maintains a 50% dividend payout ratio, focusing on network expansion and digitalization

AASTOCKS

Morgan Stanley lowered the target price for COSCO Ship Hold to 21 yuan and upgraded the earnings forecast rating to "Overweight."

According to foreign media reports, two Chinese oil tankers are heading towards the Strait of Hormuz and may become the first vessels to pass through since the US-Iran ceasefire agreement took effect. Tracking data shows that the "Zhongyuan Zhuhu" belonging to COSCO Shipping and another vessel "Herong Hai" are sailing eastward at nearly maximum speed. The tracking systems of both ships indicate Chinese ownership, but there remains uncertainty about whether they can successfully pass through the Strait of Hormuz

It is reported that two Chinese oil tankers are approaching the Strait of Hormuz, possibly the first vessels to pass through after the ceasefire

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China Ocean Shipping Group (Cosco) successfully passed two container ships through the Strait of Hormuz, leaving the Persian Gulf. At this time, Iran has almost blocked the waterway due to attacks from the United States and Israel, resulting in a significant decrease in shipping volume. According to data from Marine Traffic, the China Ocean Indian Ocean and China Ocean Arctic Ocean passed through the strait at 9:14 AM and 9:41 AM on the 30th, respectively, and are expected to head to Port Klang, Malaysia. The China Ocean Shipping Group did not comment on this passage

法新社

Fullgoal CSI Modern Logistics ETF

Yinhua CSI Modern Logistics ETF

Shipping tracking company: COSCO Group has 2 container ships passing through the Strait of Hormuz

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S&P Global Market Intelligence listed the top ten Hong Kong stocks with the highest short interest ratio as of last Friday, including CATL, Guoen Technology, and COSCO SHIP HOLD. The short interest ratio is the percentage of borrowed shares relative to the total number of outstanding shares, with data sourced from S&P Global Market Intelligence's securities finance dataset

CATL

S&P Global Market Intelligence lists the top ten Hong Kong stocks with the highest short interest ratios recently

At least three Chinese-linked vessels, including two owned by Cosco Shipping, abruptly turned back from the Strait of Hormuz after warnings from the Iranian Revolutionary Guard Corps (IRGC). This unusual retreat signals a shift in Tehran-Beijing relations amid ongoing regional tensions. The vessels reportedly violated Iranian rules against traffic from countries allied with the U.S. and Israel. Analysts suggest the ships may have lacked proper authorization for transit, highlighting a gap between Iran's previous diplomatic assurances and current maritime realities.

FOX Business

Multiple Chinese vessels retreat at Strait of Hormuz after Iran warnings in rare ally move

Jefferies analyst Jianqing Tan has maintained a Hold rating on COSCO SHIPPING Holdings Co (CICOF) with a price target of HK$13.90, while the shares closed at HK$15.06. Additionally, DBS's Maggie Qi Wang also issued a Hold rating on March 23. Conversely, Goldman Sachs maintained a Sell rating on the company on March 27.

Tip Ranks

COSCO SHIPPING Holdings Co (CICOF) Gets a Hold from Jefferies

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FOTON MOTOR and COSCO SHIPPING have launched a joint venture, Guangzhou Yuanfu Automotive Supply Chain Co., Ltd., aimed at enhancing global shipping capabilities for FOTON's exports. The venture was unveiled on March 26, coinciding with the delivery of a ro-ro vessel and the departure of 600 FOTON pickup trucks to South America. This partnership integrates COSCO's shipping resources with FOTON's export volume, improving delivery reliability and cost control, while supporting FOTON's global expansion strategy.

prnewswire

FOTON

08:53 ETNew "Automaker + Shipping" Integration Model! FOTON Motor & COSCO SHIPPING Special Transport Joint Venture Officially Launched

Reuters

Chinese ships halt attempt to exit Hormuz despite Iran safe passage assurances

The theme of state-owned enterprise (SOE) consolidation is becoming increasingly clear in the Hong Kong stock market 🚢Expectations for asset consolidation within the COSCO Shipping Group are strong, with historical premiums for central SOE mergers reaching 20-30%.The logic for Shanghai Electric's equipment manufacturing consolidation exists, and its low regulatory risk is actually an advantage.The possibility of privatization for COFCO Packaging's consumer packaging segment is worth watching.Overall, it is recommended to participate via the underlying shares; options lack sufficient liquidity. Watch for signals during the 90-day policy window period for central SOE mergers.

COSCO SHIP INTL

SH ELECTRIC

Shanghai Electric

$COSCO SHIP HOLD(01919.HK) has become a bit interesting again recently. Any movement from Trump's side can affect port freight rates. Honestly, such short-term stimulus, purely chasing rallies based on news, is a bit too much for the heart, but it really hurts to miss out on this wave. However, shipping is still a cyclical stock. The right approach is probably to trade less and watch more.

$CKH HOLDINGS(00001.HK) Bloomberg cited sources reporting that Chinese shipping companies are in talks to join a consortium seeking to acquire CK Hutchison's (0001) port assets. This move aims to alleviate Beijing's concerns about this controversial deal.The report cited sources stating that China COSCO Shipping Corporation $COSCO SHIP HOLD(01919.HK) and several other companies are in discussions with a consortium led by Terminal Investment Ltd. regarding the potential stake held by Chinese investors. The consortium also includes U.S. company BlackRock and its subsidiary Global Infrastructure Partners.

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CKH HOLDINGS

HSCSHCL@EC2608A(28557.HK)

HSCSHCL@EC2608A Stock Performance Chart

A Look At COSCO SHIPPING Holdings (SEHK:1919) Valuation After Mixed Recent Share Price Performance

Hải Phòng port receives ultra-large container vessel

Top 5 HK Stock Gainers/Losers (>100B) (4.16)

Morgan Stanley lowered the target price for COSCO Ship Hold to 21 yuan and upgraded the earnings forecast rating to "Overweight."

It is reported that two Chinese oil tankers are approaching the Strait of Hormuz, possibly the first vessels to pass through after the ceasefire