The analyst rating for COSCO SHIP PORT from Goldman Sachs is a "Buy" despite a cut in the target price from HKD6.8 to HKD6.6. The reasoning behind this rating includes the company's 2025 net profit growth of 1.1% year-over-year, which, although 8% below market expectations, is supported by continued strong growth in throughput and increased average prices due to inflation. Goldman Sachs believes that these factors could lead to improved profit margins and earnings in 2026, despite the significant decline in net profit in the fourth quarter of 2025 attributed to one-time costs and higher expenses at specific terminals.
