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COSCO Haifa (601866.SH): The company owns 74 container ships, all of which are leased to COSCO Maritime Control
Gelonghui, May 22丨COSCO HAIFA (601866.SH) said on an interactive platform that currently, the company has 74 container ships, all of which are leased to COSCO Maritime Control; 20 bulk carriers are leased to COSCO SHIPPING in the form of sole lease and term lease, respectively; 10 pulp ships are leased to COSCO SHIPPING in the form of charters; and dozens of financial leased ships are leased to charters within and outside the group. The lessor makes ship operation arrangements according to its own business needs.
COSCO SHIPPING Ports (01199.HK) received 7.552 million additional shares from COSCO Maritime Control
Gelonghui, May 20 | According to the latest equity disclosure data from the Stock Exchange, on May 16, 2024, COSCO SHIPPING Port (01199.HK) was granted an increase of 7.552 million shares by COSCO Marine Holdings at an average price of HK$5.171 per share, involving approximately HK$39.051 million. After the increase in holdings, COSCO Offshore's latest shareholding was 2,460,591,793 shares, and the shareholding ratio increased from 68.83% to 69.04%.
Changjiang Securities: Market reappears, there are fewer containers, shipping, and price increases, and deviations will be prolonged
Since the end of April, shipping companies have raised freight rates several times in a row. As of May 17, the average value of the Shanghai Container Freight Index SCFI from the beginning of the year to date was 2008, double the year on year, up 148% from 2019.
Major Bank Ratings | Goldman Sachs: There is an upward risk of shipping rates in the second quarter, increasing the target prices of COSCO Marine Control and COSCO Marine Energy
Goldman Sachs published a report stating that there is a risk that shipping rates will rise in the second quarter due to blockages in some ports and the possibility of new demand from non-main routes. On the container side, the bank attributed the rise in freight rates to route diversions due to supply chain disruptions due to the Red Sea conflict, strong short-term demand in the US/European terminal market, urgent shipments/early orders before the peak season, and the growth of non-backbone routes driven by Chinese companies' export strategies. On the cruise side, the bank believes that in the face of long-term supply constraints, potential replenishment of low crude oil stocks may be a catalytic factor boosting freight rates. The bank predicts COSCO Offshore's profit forecast for 2024 to 2026
Profits are under pressure, and the shipping sector, which rose more than 35% in 20 trading days, is “two-sided”?
With a rise of more than 35% in the past 20 trading days, the Hong Kong stock shipping sector seems to have sounded the “king of cycles” again.
Freight rates have gone up like crazy! The peak season is approaching, and shipping stocks will continue to boom?
International shipping prices have been booming. Can the market still be expected in the future?
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Xunting Wu : 中远海控目前都12.54港元了,为什么目标价是7.6?