CTPETCH@EP2701A

DBS Upgrades CNPC Earnings Forecast and Maintains Buy Rating

First Shanghai Securities and DBS Maintain Buy Rating for PetroChina

Kela 2-5 Well in Tarim Oilfield of PetroChina Exceeds 100 Billion Cubic Meters of Natural Gas Production

China National Petroleum Corporation 增持中国石油股票

HTI Publishes Forecast and Valuation Report on PetroChina's Future Performance

China National Petroleum Supplies UAE Crude Oil to Singapore Refinery to Compensate for Shortage Caused by Iran War

Morningstar Raises Fair Value Forecast for China National Petroleum Corporation

JPMorgan Maintains Overweight Rating on CNOOC

CEO Dai Houliang of PetroChina Expresses Confidence in Market Conditions and Business Structure

CNPC Chairman Dai Houliang Introduces Oil and Gas Sources and Supply Chain Security Measures

UBS Raises Profit Forecast for PetroChina and Maintains Buy Rating

Cinda Securities Raises PetroChina's Earnings Forecast and Target Price for 2026-2028

China National Petroleum to Provide 172.5 Billion Yuan in Guarantees for Subsidiaries

China National Petroleum Corporation Releases 2025 ESG Report, Green Transition Strategy Investment Up 72%

PetroChina released FY2025 earnings on March 29 During-Market (BJT), actual revenue HKD 3.131 T (forecast HKD 3.163 T), actual EPS HKD 0.9394 (forecast HKD 0.9372)

PETROCHINA released FY2025 Q4 earnings on March 29 During-Market (BJT), actual revenue HKD 773.1 B (forecast HKD 789.17 B), actual EPS HKD 0.1889 (forecast HKD 0.1556)

Sinopec Adjusts Procurement Strategy to Address Oil Supply Disruption Through Strait of Hormuz

Sinopec Processed 250 Million Tons of Crude Oil in a Year

Senior Executives of China National Petroleum Kunlun Logistics Company Suspected of Serious Disciplinary and Legal Violations Under Investigation

China National Petroleum Corporation Maintains Steady Growth Amid Geopolitical Tensions

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ROI-How China is plugging energy supply gaps left by US-Iran conflict: Maguire

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SINOPEC CORP

Invesco Great Wall CNI Oil&Gas ETF

China Universal CSI Oil & Gas Resources ETF

E Fund CSI Petrochemical Industry ETF

ChinaAMC CSI Petrochemical Industry ETF

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ROI-How China is plugging energy supply gaps left by US-Iran conflict: Maguire

EMLP

Find insight on PetroChina, S-Oil and more in the latest Market Talks covering energy and utilities.

First Trust North American Energy Infra Fd

Energy & utilities roundup: Market talk

PetroChina: discussed deepening cooperation in oil and gas sector

PetroChina: discussed deepening cooperation in oil and gas sector

First Shanghai Securities has maintained a Buy rating for PetroChina Company (PCCYF) with a price target of HK$13.20, while the shares closed at HK$10.80. Additionally, DBS analyst Pei Hwa Ho also issued a Buy rating for the company. However, TipRanks – Anthropic reiterated a Hold rating on April 4.

Tip Ranks

First Shanghai Securities Sticks to Their Buy Rating for PetroChina Company (PCCYF)

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China to Allow State Refiners to Tap Commercial Oil Reserves Amid Energy Crunch

ZPEC

SINOPEC SSC

China to Allow State Refiners to Tap Commercial Oil Reserves Amid Energy Crunch

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The oil market is facing a significant challenge as the price of WTI crude remains under $100, while physical market prices are much higher, trading between $126 and $140 per barrel. This discrepancy, driven by geopolitical tensions and restricted access via the Strait of Hormuz, could lead to a volatile market reaction if US-Iran peace talks do not yield positive results by the April 21 cutoff. Traders are currently optimistic, but a lack of breakthroughs may trigger a scramble for contracts, potentially causing a sharp price spike.

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The oil market faces a major reckoning if US-Iran peace talks fail

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China lets state oil firms tap commercial reserves as Iran war drags on, Bloomberg News reports

Sinopec Parent Lifts Stake to Nearly 70% in Listed Unit

Sinopec Parent Lifts Stake to Nearly 70% in Listed Unit

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Bank of America Securities raised its forecast for Brent crude oil prices to USD 92.5 per barrel and expects that if the war continues, oil prices could soar to USD 150-200. The firm raised the target price for PetroChina to HKD 12, with a 23% increase in after-tax net profit forecast to RMB 185 billion, maintaining a "Buy" rating. Meanwhile, the target price for Sinopec was lowered to HKD 5, with a 12% decrease in after-tax net profit forecast, maintaining a "Buy" rating

AASTOCKS

Bank of America Securities raises this year's oil price forecast, increasing PetroChina's target price to 12 yuan

Haitong International initiates coverage on PetroChina with an "Outperform" rating and a target price of HKD 13.6. It expects net profits for 2026-2028 to be RMB 201.62 billion, RMB 186.99 billion, and RMB 200.11 billion, with earnings per share of RMB 1.10, RMB 1.02, and RMB 1.09, respectively. The average Brent oil price is expected to be USD 85 per barrel in 2026, with oil and gas revenue growth reaching 20%. The rise in oil prices will directly translate into net profit, with an expected increase in upstream net profit of RMB 45 billion to RMB 52 billion

Haitong International initiates coverage on PetroChina with an "Outperform" rating and a target price of 13.6 yuan

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Goldman Sachs listed a buy list for Hong Kong stocks in its latest report based on the "Earnings Revision Leading Indicator" (ERLI), including Xiaomi-W, PetroChina, Zijin Mining, TECHTRONIC IND, LENOVO GROUP, and several other stocks

TECHTRONIC IND

LENOVO GROUP

Zijin Mining

ZIJIN MINING

Goldman Sachs re-evaluates leading indicators (ERLI) and lists Hong Kong stock buy recommendations (Table)

The National Development and Reform Commission announced that starting from March 23, domestic gasoline and diesel prices will be increased by 420 yuan and 400 yuan respectively, in response to fluctuations in international oil prices. The regulatory measures aim to mitigate the impact of rising international oil prices on the domestic market. Companies such as PetroChina, Sinopec, and CNOOC must ensure the production and supply of refined oil and strictly adhere to national pricing policies. Relevant departments will strengthen market supervision, crack down on behaviors that do not comply with pricing policies, and maintain market order

Mainland adjusts gasoline and diesel prices, increasing by 420 yuan and 400 yuan per ton respectively

The boat for long term investing of S-REITs have came back to port again. Buying at this level has little downside and would offer a larger margin of safety when mean reversion occurs.

LazyCat

Dividend Collector

Current rate of return reached top 50% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

Meta has increased its investment in Texas data centers to $10 billion (a 6x increase) — making a big bet on AI infrastructure, which is an important reason for the decline in Meta's stock. Subsequent attention should be paid to changes in AI spending by tech stocks for effective investment risk assessment.

Apple

Tiffany lover

Total asset size ranks among the top 2% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

S-Reit can drop further if the Iran war does not settle. Long War, higher oil prices, higher inflation, RATE HIKE!!! Real Estate will suffer!

JoanneChe

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

Total asset size ranks among the top 5% of account holders
Calculated based on  your Longbridge (Singapore) A/C

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☕️ Daily Market Talk | Mar 27, 2026

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S reits are being punished for nothing. It is face equity like volatility and drawdown even though real estate is stable. Interest rate did not even move. I would say buy the dip!

The longer Trump or Iran delays any resolution, the longer the impact of the war will creep through the economy. Even with a ceasefire, it may be too late. 10 days is too long...

Another delay tactic or real peace talks? I believe the key is with the bond market. A big chunk of US debt is due this year and that needs to be refinanced. And that debt which was attained at record low rates will have to be priced at current rates. And those rates are going up and forcing the president’s hands. Similar to how he had to TACO last year April for similar reasons (obviously not stated on mainstream media), seems like the same this time. A middle ground needs to be reached ASAP and that is being reflected in the decisions made. If a peace accord is agreed, that will be the narrative the media will say lead to a market rally. However, when you look at technicals, there are complete 5 waves patterns all round and a bounce is already imminent! Stay safe!

Bond yields have increased due to rising inflation expectations, among other factors. Oil prices may remain elevated. Interest rates may stay higher for longer with fewer rate cuts. IMO can wait a while before buying S-REITs .

Energy, especially oil and gas, is still the strongest sector for the moment as long as the Iran war isn’t resolved.

Fearing Western sanctions, China's oil giants suspend seaborne Russian oil purchases

S&P 500

Oil control

CTPETCH@EP2701A(28207.HK)

CTPETCH@EP2701A Stock Performance Chart

ROI-How China is plugging energy supply gaps left by US-Iran conflict: Maguire

Energy & utilities roundup: Market talk

PetroChina: discussed deepening cooperation in oil and gas sector

First Shanghai Securities Sticks to Their Buy Rating for PetroChina Company (PCCYF)

China to Allow State Refiners to Tap Commercial Oil Reserves Amid Energy Crunch