BPCSHIP@EC2610A

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

Goldman Sachs Raises Earnings and Target Price Projections for COSCO Shipping Energy Transportation

COSCO SHIP ENGY to Release FY2025 Earnings on March 26 After-Market (BJT), Forecast Revenue HKD 29.49 B, EPS HKD 0.9887

HSBC downgrades CNOOC Energy Transport A-shares to reduce with target price of 17.20 RMB

JPMorgan Analyzes Impact of Iran Events on Tanker Market and Reaffirms Rating for COSCO Shipping Energy Transport

Pacific Asset Management Co., Ltd Reduced Its Holding of COSCO SHIPPING Energy Transportation (01138) by 9.95 Million Shares

JPMorgan Raises Rating and Price Target for COSCO Shipping Energy Transportation

JPMorgan Raises Rating on China Shipping Energy A-shares to Overweight

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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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%.

Top Gainers & Losers

KNOWLEDGE ATLAS

COSCO SHIP ENGY

MINIMAX-W

NONGFU SPRING

HUA HONG SEMI

CHALCO

CHINA COAL

PETROCHINA

MUYUAN

JD LOGISTICS

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

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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

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.

Tip Ranks

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

COSCO SHIPPING Energy Transportation Co (HK:1138) has announced plans to sign contracts with Qidong Offshore for the construction of two Panamax crude oil tankers, valued at RMB1,018 million. This move aims to enhance its crude oil fleet and energy transportation operations. The transactions are classified as discloseable and connected under Hong Kong listing rules, requiring notification and reporting. The latest analyst rating for COSCO SHIPPING Energy is a Buy, with a price target of HK$26.00.

COSCO SHIPPING Energy Orders Two Panamax Crude Oil Tankers in Connected Deal

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

The company and its wholly-owned subsidiary, Hainan Nengneng (as the buyer), plan to separately sign construction contracts with Qidong Offshore Engineering (as the seller) for two Panamax crude oil tankers. The total contract price (including tax) amounts to RMB 1.018 billion

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XUNCE(03317) rose 15.61%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 609.7%. NIO-SW(09866) rose 7.47%, with a trading turnover 339.3 Million HKD, and a year-to-date rose 27.9%. JD HEALTH(06618) fell 9.43%, with a trading turnover 695.0 Million HKD, and a year-to-date fell 16.3%. COSCO SHIP ENGY(01138) fell 4.45%, with a trading turnover 571.4 Million HKD, and a year-to-date rose 94.5%.

- The Hang Seng Index decreased by 0.9%, with a year-to-date increase of 0.1%.  
- The Hang Seng Technology Index fell by 0.79%, down 12.6% year-to-date, while Xunji (03317) surged by 15.61% with a trading volume of 2.66 billion HKD, totaling a 609.7% increase this year.  
- NIO-SW (09866) rose by 7.47%, with a trading volume of 340 million HKD, and JD Health (06618) dropped by 9.43%, totaling a 16.3% decrease year-to-date.

XUNCE

NIO-SW

SINOTRUK

MONTAGE TECH

BYD COMPANY

JD HEALTH

HENGRUI PHARMA

LAOPU GOLD

Top 5 HK Stock Gainers/Losers (>100B) (4.13)

Morgan Stanley published a technical report, stating that COSCO SHIPPING Energy's stock price is expected to rise within the next 60 days, with a probability estimated between 70% and 80%. The rating is "Overweight," with a target price of 26 yuan. The report indicates that the recent weak performance of COSCO SHIPPING Energy has made its short-term valuation more attractive. If crude oil transportation volumes from the Middle East or the U.S. Gulf of Mexico increase, the fundamentals of the tanker market should be supported

Morgan Stanley expects COSCO SHIPPING Energy's stock price to rise in the next 60 days

Morgan Stanley has upgraded the rating of COSCO SHIPPING Energy (1138) to "Overweight," with a target price increase of 110%. Freight rates have risen due to supply shocks, and it is expected that if the Strait of Hormuz reopens or sanctions on Iran are lifted, freight rates will further increase. The current VLCC spot TCE is approximately USD 200,000 per day, with charter rates reaching historical highs. Major catalysts include the reopening of the strait and the lifting of sanctions, while risks involve the continued closure of the strait and a decline in market demand

Tasty Money

Morgan Stanley: The oil tanker shipping industry meets expectations, continues to be optimistic about COSCO SHIPPING Energy (1138), rating "Overweight" - 20260413

Morgan Stanley has maintained a Buy rating on COSCO SHIPPING Energy Transportation Co (CSDXF) with a price target of HK$26.00, while the shares closed at HK$20.08. The analyst consensus suggests a Strong Buy rating with an average price target of HK$25.15, indicating a potential upside of 25.23%. Additionally, DBS also reiterated a Buy rating with the same price target of HK$26.00.

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

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FAST RETAIL-DRS(06288) rose 12.13%, with a trading turnover 2.0 Million HKD, and a year-to-date rose 32.5%. GIGADEVICE(03986) rose 12.06%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 142.1%. YOFC(06869) fell 7.49%, with a trading turnover 9.0 Billion HKD, and a year-to-date rose 330.2%. NIO-SW(09866) fell 5.96%, with a trading turnover 476.3 Million HKD, and a year-to-date rose 19%.

- The Hang Seng Index increased by 0.55%, with a year-to-date rise of 1%.  
- Xunqi (06288) surged by 12.13%, contributing to a total annual increase of 32.5%, while Zhaoyi Innovation (03986) rose by 12.06%, marking a substantial 142.1% gain this year.  
- Meanwhile, Changfei Optical Fiber (06869) fell by 7.49%, despite a strong annual rise of 330.2%, and NIO-SW (09866) decreased by 5.96%, with a year-to-date gain of 19%.

FAST RETAIL-DRS

GIGADEVICE

CATL

CITIC SEC

YOFC

EASTROC

Top 5 HK Stock Gainers/Losers (>100B) (4.10)

Two Chinese oil tankers, Cospearl Lake and He Rong Hai, are approaching the Strait of Hormuz, potentially becoming the first non-Iranian vessels to cross under a new US-Iran ceasefire. Their successful passage is uncertain due to ongoing tensions and previous vessel turnarounds. The ceasefire allows for the strait's opening, but conflicting statements from Iran and the US have created confusion. Cospearl Lake is carrying Iraqi crude, while He Rong Hai is transporting Saudi oil, marking significant attempts by Chinese tankers amid the ongoing conflict.

Business Standard

Chinese oil tankers join line to test hormuz exit amid US-Iran ceasefire

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The shipping sector became active again, with oil transport leading the gains. CMES hit the daily limit and reached a new historical high, followed by COSCO SHIPPING Energy, Guohang Yuanyang, NJTC, Antong Holdings, and Shenghang Shipping. A-share oil and gas stocks rose against the trend, with HSPC hitting the daily limit, BEIKEN up over 8%, and KeLi Shares, Jereh Group, SHANDONG MOLONG, and Tong Petrotech following suit

HSPC

Jereh Group

Shandong Molong

BEIKEN

Tong Petrotech

SHANDONG MOLONG

NJTC

CMES

AH Shares Fall: GEM Down 1%, Oil and Gas Stocks Rise Against Trend, Hang Seng Tech Index Down Over 1%, AI Large Model Stocks Plunge, Zhipu Down 15%

BPCSHIP@EC2610A(28550.HK)

BPCSHIP@EC2610A Stock Performance Chart

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

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

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

COSCO SHIPPING Energy Orders Two Panamax Crude Oil Tankers in Connected Deal

COSCO SHIPPING Energy Schedules Board Meeting to Approve Q1 2026 Results