HSCSHCL@EC2605A

COSCO Shipping Holdings to Use Raised Funds for Shipbuilding

BofA Securities Predicts Container Shipping Sector to Suffer Losses in 2026

Citi Upgrades COSCO Shipping Holdings to Buy, Raises Target Price to HKD 15.9

Chongqing Municipal Government Signs Strategic Agreement with COSCO Shipping to Build Western Land-Sea New Channel

Citi Upgrades COSCO Shipping Holdings and Yang Ming, Maintains Evergreen

Cosco Shipping Holdings Completes A-Share Repurchase

COSCO SHIPPING CONTAINERS ANNOUNCES ORDER FOR SIX 3,000 TEU CONTAINER SHIPS

COSCO Shipping COE Signs Agreement to Build 12 Large Container Ships

COSCO Shipping Peru Co., Ltd. and Peru Post Sign MOU for Cross-border E-commerce Logistics Cooperation

COSCO Shipping Aims to Expand European Business by Acquiring German Logistics Company

Cosco Shipping Holdings repurchased about 5.102 million A-shares in December 2025

Cosco Shipping Holdings repurchased 4.3715 million shares for HKD61.0054 million

Cosco Shipping Holdings Repurchased 4.15 Million Shares for HK$56.6034 Million

Cosco Shipping Holdings Repurchased Shares for HKD 43,888,000 on December 17, 2025

Cosco Shipping Holdings Continues Share Repurchase

Cosco Shipping Holdings Repurchased 2.95 Million H Shares and 229,400 A Shares

Cosco Shipping Holdings repurchased 4.461 million shares

COSCO Directly Holds 71.07% Equity in OOIL

Cosco Shipping Holdings Repurchased 3 Million Shares for HKD 41.3 Million

Morgan Stanley Raises CYHH's Profit Forecast and Target Price

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COSCO Shipping to Use 7.98 Billion Yuan in Raised Funds for Shipbuilding

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Cosco Ship Hold

COSCO SHIP HOLD

COSCO Shipping to Use 7.98 Billion Yuan in Raised Funds for Shipbuilding

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COSCO Shipping Signs Charter Deals

Fullgoal CSI Modern Logistics ETF

COSCO Shipping Signs Charter Deals

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Billionaire Li Ka-shing's CK Hutchison is restructuring the sale of 43 ports to a global consortium, potentially allowing China Cosco Shipping to gain larger stakes in regions favorable to China, like Africa. The deal is being split into smaller parcels to address regulatory concerns and facilitate negotiations amid geopolitical tensions, particularly with the US. The sale could yield over $19 billion for CK Hutchison, but uncertainties remain, especially regarding the Panama facilities and the involvement of Cosco. Discussions are still in preliminary stages, with no final agreements yet.

Businesstimes News

CK Hutchison Holdings

Li Ka-shing mulls new ownership terms to complete ports deal

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CK Hutchison is exploring a restructured sale of dozens of ports to a global consortium by breaking the transaction into smaller parcels with differing ownership structures, Bloomberg News reported on Friday, citing people familiar with the matter.

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CKH HOLDINGS

CK Hutchison explores split sale of global ports, Bloomberg News reports

Citi raised the rating of COSCO SHIP HOLD from "Sell" to "Buy," with the target price increased from HKD 12.1 to HKD 15.9. Despite the negative investment sentiment in the container shipping industry by the end of 2025, Citi holds a positive outlook on the risk-reward prospects for Asia-Pacific shipping companies, expecting freight rates to rise due to inventory replenishment demand. Citi also maintained a "Buy" rating on Evergreen Marine (2603.TW), with a slight increase in the target price to NT$ 251, and upgraded the rating of Yang Ming (2609.TW) from "Sell" to "Buy," with the target price raised to NT$ 68

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Citi upgraded COSCO Ship Hold to "Buy" in one go, with a target price raised to 15.9 yuan

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Morgan Stanley released a research report focusing on supply-side opportunities in the aviation, shipping, and express delivery industries, believing that market opportunities outweigh risks. It assigned an "Overweight" rating to Air China, China Eastern Airlines, China Southern Airlines, and Spring Airlines, with target prices of HKD 8.11, HKD 4.31, RMB 5.33, and RMB 62.4, respectively. In the shipping sector, it maintained a "Underweight" rating for COSCO Shipping Holdings and Orient Overseas, while giving an "Overweight" rating to COSCO SHIPPING Energy and China Merchants Energy Shipping. In the express delivery industry, it expects ZTO Express and YTO to gain more market share, assigning an "Overweight" rating

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ZTO Express

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COSCO SHIPPING Energy

COSCO SHIP ENGY

Morgan Stanley: Focus on supply-side opportunities in the aviation, shipping, and express delivery industries, urging to "overweight" three major airline stocks

COSCO SHIP HOLD announced that it has ordered 12 units of 18,000 TEU LNG dual-fuel container ships from independent third parties Jiangnan Shipyard and China Shipbuilding Industry, with a total price of RMB 16.788 billion (approximately HKD 18.671 billion), to be funded through internal resources and financing. The vessels are expected to be delivered between 2028 and 2029

COSCO SHIP HOLD invested nearly 16.8 billion RMB to build 12 container ships

On December 23rd, COSCO Ship Hold (1919.HK) maintained a sideways oscillation pattern throughout the day. The flow of funds in the market was stable, with the core driving force being the recent rebound in container shipping prices, leading to a new round of industry prosperity expectations. The global logistics chain is gradually recovering, alleviating supply tightness, and the short-term increase in freight rates has effectively stimulated market sentiment in the shipping sector. 

In terms of actual market performance, the company's stock price has gently risen along with the favorable freight rates, with no significant surge in active buying but stable support. The main structure is in a gradual upward phase, with fund rotation primarily focused on observation, and has not yet significantly broken through previous highs. The technical aspect shows stable trading volume, with prices approaching resistance zones. The year-end export logistics peak season adds to the sector's theme, and the release of logistics orders has become a focal point for institutions going forward. 

If shipping prices fall due to market fluctuations, or if funds turn cautious and adopt a wait-and-see approach, the stock price may easily face a rapid adjustment in the short term. Overall, current mainstream funds are focusing on opportunities that resonate with policies and industry trends, while individual stock movements dynamically adjust according to freight rate fluctuations and changes in trading volume. 

In terms of operational strategy, investors should closely observe the funding logic around the core support zone and previous high resistance zone, and avoid chasing prices easily when trading volume is not supportive. Attention should be paid to news and policy developments; if large orders are released within the industry and signs of continued global economic recovery emerge, shipping stocks are expected to welcome a new round of market activity. However, risk control must be balanced with trend following to prevent a sudden cooling of short-term bullish sentiment due to delays in the prosperity turning point

Technical Forecast

Morning Trend | COSCO Ship Hold (1919.HK) Freight Rates Rebound, Sector Prosperity Turning Point Awaiting Confirmation

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S&P Global Market Intelligence listed the top ten shorted stocks in Hong Kong as of last Friday, based on securities financing data. The short interest ratio is the percentage of borrowed shares relative to the total number of outstanding shares. The listed stocks include Vanke, ZTE, COSCO Ship Hold, etc., showing the number of borrowed shares, changes over the past 7 days, short interest ratio, and price fluctuations

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S&P Global Market Intelligence lists the top ten shorted Hong Kong stocks recently

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OOIL announced that its controlling shareholder is simplifying the equity structure. Faulkner has fully transferred 469 million shares of the company to Cosco Ship Hold Hong Kong. Upon completion, Cosco Ship Hold Hong Kong will directly hold 469 million shares of the company, accounting for 71.07% of the total share capital. Cosco Ship Hold Hong Kong is a wholly-owned subsidiary of Cosco Ship Hold

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OOIL simplifies its shareholder structure

$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.

HSCSHCL@EC2605A(22011.HK)

COSCO Shipping to Use 7.98 Billion Yuan in Raised Funds for Shipbuilding

COSCO Shipping Signs Charter Deals

Li Ka-shing mulls new ownership terms to complete ports deal

CK Hutchison explores split sale of global ports, Bloomberg News reports

Citi upgraded COSCO Ship Hold to "Buy" in one go, with a target price raised to 15.9 yuan