COSCO Shipping Energy (1138 HK): Preparing for Upside Surprise
Market consensus is too conservative for CSET. Better-than-expected 3Q25 results likely to prompt earnings upgrade with higher spot VLCC rates and...
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COSCO Shipping Energy (1138 HK): A Viable Play on the Israel-Iran Conflict
CSET is poised to benefit from oil supply worries amid Israel-Iran tensions. A closure of Hormuz will raise rates by increasing alternative route...
385 Views
BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
195 Views
Opportunities in Tankers (1138.HK) As the Sector Has Discounted Most of the Issues Facing It
The current negative narrative around the sector of higher oil production, lessening of sanctions and an upcoming recession provides an opportunity
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COSCO Shipping Energy (1138 HK): Better Safety Margin Now
COSCO Shipping Energy issued a positive profit alert indicating net profit for FY24 at Rmb3.96bn, a 17.2% YoY increase. More importantly, the 4Q24...
952 Views