COSCO Shipping Energy (1138 HK): Skyrocketing
The market has significantly underestimated CSET's 2H26 earnings, as the VLCC spot rate has already reached US$1.26m/day. Given an ROE of 24.5% and...
93 Views
HONG KONG ALPHA PORTFOLIO: (September 2026)
HK Alpha portfolio gained 2.22% in September, outperforming its benchmark by 5.36%. Since inception, the portfolio has outperformed HK indexes by...
99 Views
Primer: COSCO SHIPPING Energy Transportation (1138 HK) - Aug 2026
World's Largest Tanker Fleet with Strong State Backing: COSCO SHIPPING Energy Transportation operates the world's largest tanker fleet by...
100 Views
COSCO Shipping Energy (1138 HK): Preparing for Upside Surprise
CSET surged by 41.7% YTD, and is trading at 1.45x P/B. Although this is the highest level since 2021, its ROE will increase to 13.3% in FY26 and...
639 Views
Don’t Let the Bull Throw You Off!
HK markets may see a correction due to nervous latecomers, but signs point to a continued bull market with government support measures in place...
497 Views