汇丰发表研报指，中远海能H股股价已较10月7日高位累计回落约34%，并回吐了刺激政策出台后的所有升幅，反映其基本面疲弱。该行亦指，由于OPEC持续减产及最近石油需求疲软，油船需求明显减弱。该行指，看到市场进一步下调中远海能预测的风险，并可能会阻止该股进一步获重新评级。Cosco ship energy (01138) is currently down more than 4%, as of the publication, down 4.3%, at HK$6.46, with a turnover of 51.742 million Hong Kong dollars.
According to the Zhutong Finance APP, Cosco ship energy (01138) is currently down more than 4%, as of the publication, down 4.3%, at HK$6.46, with a turnover of 51.742 million Hong Kong dollars.
On the news front, Cosco ship energy announced plans to build 6VLCCs, with a total amount of 5.75 billion yuan. Estimated price per vessel may exceed 0.13 billion US dollars. GTJA pointed out that the order size is limited, mainly to supplement the capacity reduction of old ships over the past few years. Referring to the current shipyard schedule, it is expected that new ship orders will be delivered by 2027 and beyond. It is expected that the rigidity of oil tanker supply will continue to be highlighted in the coming years, with steady growth in oil transportation demand, reaffirming the bullish effect of increased crude oil production and falling oil prices.
HSBC released a research report stating that the H shares of Cosco ship energy have fallen by about 34% from the high on October 7th, and have given back all the gains since the stimulus policies were introduced, reflecting its weak fundamentals. The bank also pointed out that due to ongoing OPEC production cuts and recent weak oil demand, demand for oil tankers has significantly weakened. The bank sees further downward risks to Cosco ship energy's forecasts, which may prevent the stock from being re-rated.
