Aviation Sector Outlook: Goldman Sachs is optimistic about aviation stocks, particularly AIR CHINA and CEA, anticipating further increases in ticket prices despite potential risks in Japan during the first half of 2026.
Container Shipping Concerns: The bank has adopted a cautious stance on container shipping due to a recovery in supply, which may compress profit margins, and the potential reopening of the Red Sea could release about 10% of effective capacity, impacting COSCO SHIP HOLD.
Crude Oil Tanker Projections: Goldman Sachs expects spot freight rates for crude oil tankers to rise in 2026, driven by China's prolonged crude oil reserve process, with COSCO SHIP ENGY likely to benefit from this trend.
Investment Ratings: The report includes various investment ratings and target prices for several companies, with a general recommendation to buy for most aviation and shipping stocks, while COSCO SHIP HOLD is rated neutral to sell.
Wall Street analysts forecast 00144 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00144 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 00144 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00144 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 15.130
Low
Averages
High
Current: 15.130
Low
Averages
High
Morgan Stanley
M Stanley
Buy
maintain
Al Analysis
2025-12-22
Reason
Morgan Stanley
M Stanley
Price Target
Al Analysis
2025-12-22
maintain
Buy
Reason
The analyst rating for Air China (00753.HK) is "Buy," with a target price increase from HK$7.3 to HK$8.2. The reason for this rating is not explicitly stated in the provided article, but it can be inferred that the positive outlook may be influenced by factors such as healthy passenger traffic growth in mainland China airports, as indicated by related news from M Stanley. This suggests a favorable environment for airlines, which could support Air China's earnings and stock performance.
Goldman Sachs
Goldman Sachs
Buy
maintain
2025-12-19
Reason
Goldman Sachs
Goldman Sachs
Price Target
2025-12-19
maintain
Buy
Reason
Goldman Sachs maintains a positive outlook on aviation stocks due to anticipated further upside potential for ticket prices, despite some risks related to Japan in the first half of 2026. The firm has identified AIR CHINA and CEA as its top picks in the aviation sector. Conversely, in the container shipping sector, Goldman Sachs has adopted a more cautious stance due to a recovery in supply that is expected to compress industry profit margins, alongside potential risks from the reopening of the Red Sea. In the crude oil tanker segment, the firm remains optimistic, expecting spot freight rates to rise further, particularly benefiting COSCO SHIP ENGY due to its exposure to the crude oil tanker and Chinese import market.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
