Bank of America Securities published a research report stating that COSCO Offshore's net profit and shareholder returns for the first half of the year were in line with the forecast. Benefiting from strong demand and high freight rates supported by port congestion, the bank expects strong profit prospects for the second half of the year, but the short-term profit strength is fully reflected in the valuation, and the market ignored the gradual intensification of industry headwinds in the 2027-28 fiscal year. As a result, the company raised the company's target price from HK$12.5 to HK$13.5, but reiterated the “outperforming the market” rating. In response to long-term high container freight rates, the bank raised its earnings estimates per share by an average of 0.4 yuan per share for the 2026-28 fiscal year. Looking ahead to 2027, the bank pointed out that even if demand and port congestion continue to exceed expectations, the risk that the shipping market will enter a downward cycle driven by the reopening of Red Sea routes and new ship deliveries is still rising.

Bank of America Securities published a research report stating that COSCO Offshore's net profit and shareholder returns for the first half of the year were in line with the forecast. Benefiting from strong demand and high freight rates supported by port congestion, the bank expects strong profit prospects in the second half of the year, but the short-term profit strength is fully reflected in the valuation, and the market ignored the gradual intensification of industry headwinds in the 2027-28 fiscal year. As a result, the company raised the company's target price from HK$12.5 to HK$13.5, but reiterated the “outperforming the market” rating. In response to long-term high container freight rates, the bank raised its earnings estimates per share by an average of 0.4 yuan per share for the 2026-28 fiscal year. Looking ahead to 2027, the bank pointed out that even if demand and port congestion continue to exceed expectations, the risk that the shipping market will enter a downward cycle driven by the reopening of Red Sea routes and new ship deliveries is still rising.