Should You Buy COSCO SHIP ENGY (01138) Today? Analysis, Price Targets, and 2026 Outlook.
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Growth
Profitability
Efficiency
Wall Street analysts forecast 01138 stock price to rise
0 Analyst Rating
0
Wall Street analysts forecast 01138 stock price to rise
0 Buy
0 Hold
0 Sell
0
Current: 16.250
Low
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Averages
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High
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Current: 16.250
Low
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Averages
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High
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Goldman Sachs
Buy
maintain
$16
AI Analysis
2026-02-04
Reason
Goldman Sachs
Price Target
$16
AI Analysis
2026-02-04
maintain
Buy
Reason
The analyst rating from Goldman Sachs is based on the expectation that international freight rates will continue to rise due to the exit or low utilization of shadow fleets and sanctioned fleets, which will lead to lower effective shipping capacity. They believe that COSCO SHIP ENGY will benefit from these freight rate increases, particularly as Venezuelan oil transportation transitions from shadow fleets to mainstream fleets. Consequently, Goldman Sachs has raised its target price for COSCO SHIP ENGY by 48% and maintained a Buy rating.
Guotai Haitong Securities
maintain
$20.26
2026-01-26
Reason
Guotai Haitong Securities
Price Target
$20.26
2026-01-26
maintain
Reason
The analyst rating of Overweight for COSCO SHIP ENGY (01138.HK) is based on the expectation that the oil transportation sector will continue to prosper, with significant earnings growth anticipated in 2025 and a substantial year-over-year increase in 1Q26 results. Despite lowering the 2025 net profit forecast to RMB4.5 billion due to factors like earnings lag and losses from old ship dismantling, the broker maintains a positive outlook for the company's earnings in 2026 and 2027, projecting RMB6.6 billion and RMB7 billion, respectively. This optimistic long-term view, coupled with the target price of $20.26, supports the Overweight rating.
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