UBS Forecasts CKH Holdings to Benefit from Oil Price Surge, Swire Pacific A to Face Headwinds

Stock News16:06

UBS has released a research report indicating that geopolitical tensions in the Middle East have heightened macroeconomic uncertainty, making the risk-reward profile of Hong Kong conglomerates more sensitive to external influences. The bank assumes that if conflicts in the Middle East persist unresolved through the end of the third quarter this year, with reduced oil tanker traffic through the Strait of Hormuz, the average annual price of Brent crude could reach $132.5 per barrel. UBS has set a target price of HK$67 for CKH HOLDINGS (00001) with a "Buy" rating, while assigning a "Neutral" rating to SWIRE PACIFIC A (00019) with a target price of HK$72.7. The bank estimates that CKH HOLDINGS' net asset value and 2026 earnings could potentially increase by 9% and 66%, respectively, largely due to benefits from rising oil prices for its subsidiary Cenovus Energy. In contrast, SWIRE PACIFIC A's net asset value and 2026 earnings may decline by 19% and 26%, respectively, as its subsidiary CATHAY PAC AIR (00293) faces pressure from higher fuel costs.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1192389943?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-01 16:06","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1192389943","market":"sh","top_or_hot":-1,"title":"UBS Forecasts CKH Holdings to Benefit from Oil Price Surge, Swire Pacific A to Face Headwinds","media":"Stock News","content":"<p>UBS has released a research report indicating that geopolitical tensions in the Middle East have heightened macroeconomic uncertainty, making the risk-reward profile of Hong Kong conglomerates more sensitive to external influences. The bank assumes that if conflicts in the Middle East persist unresolved through the end of the third quarter this year, with reduced oil tanker traffic through the Strait of Hormuz, the average annual price of Brent crude could reach $132.5 per barrel. UBS has set a target price of HK$67 for CKH HOLDINGS (00001) with a \"Buy\" rating, while assigning a \"Neutral\" rating to SWIRE PACIFIC A (00019) with a target price of HK$72.7. The bank estimates that CKH HOLDINGS' net asset value and 2026 earnings could potentially increase by 9% and 66%, respectively, largely due to benefits from rising oil prices for its subsidiary Cenovus Energy. In contrast, SWIRE PACIFIC A's net asset value and 2026 earnings may decline by 19% and 26%, respectively, as its subsidiary CATHAY PAC AIR (00293) faces pressure from higher fuel costs.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS Forecasts CKH Holdings to Benefit from Oil Price Surge, Swire Pacific A to Face Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS Forecasts CKH Holdings to Benefit from Oil Price Surge, Swire Pacific A to Face Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-04-01 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>UBS has released a research report indicating that geopolitical tensions in the Middle East have heightened macroeconomic uncertainty, making the risk-reward profile of Hong Kong conglomerates more sensitive to external influences. The bank assumes that if conflicts in the Middle East persist unresolved through the end of the third quarter this year, with reduced oil tanker traffic through the Strait of Hormuz, the average annual price of Brent crude could reach $132.5 per barrel. UBS has set a target price of HK$67 for CKH HOLDINGS (00001) with a \"Buy\" rating, while assigning a \"Neutral\" rating to SWIRE PACIFIC A (00019) with a target price of HK$72.7. The bank estimates that CKH HOLDINGS' net asset value and 2026 earnings could potentially increase by 9% and 66%, respectively, largely due to benefits from rising oil prices for its subsidiary Cenovus Energy. In contrast, SWIRE PACIFIC A's net asset value and 2026 earnings may decline by 19% and 26%, respectively, as its subsidiary CATHAY PAC AIR (00293) faces pressure from higher fuel costs.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999010052.SGD","symbol_name":"United Asia Pacific Real Estate Income Dis SGD","start_time":0,"source_url":"","article_id":"1192389943","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1192389943","pubTimestamp":1775030783,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"UBS has released a research report indicating that geopolitical tensions in the Middle East have heightened macroeconomic uncertainty, making the risk-reward profile of Hong Kong conglomerates more...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999010052.SGD":"United Asia Pacific Real Estate Income Dis SGD","DUG":"二倍做空石油与天然气ETF(ProShares)","OIH":"石油服务ETF","00293":"国泰航空","BK1561":"航空股","BK1534":"收租股","VDE":"Vanguard Energy ETF","BK1216":"多样化房地产活动","BK1521":"挪威政府全球养老基金持仓","BK1123":"航空公司","OILT":"Texas Oil Index ETF","OILU":"MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN","LU0877626530.USD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (USD) INC MONTHLY (G)","LU0205439572.USD":"富达亚太股息基金","BK4588":"碎股","SG9999010078.USD":"UNITED ASIA PACIFIC REAL ESTATE INCOME (USDHDG) INC","BK1500":"做空集合股","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","BK1569":"长和系","DBO":"原油ETF-PowerShares","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","00019":"太古股份公司A","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","00001":"长和","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1230":"工业集团企业","BK1601":"香港本地股","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","BK4585":"ETF&股票定投概念"},"translate_title":"瑞银预测长和将受惠油价飙升太古A将面临逆风","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00019":1,"DBO":1,"VDE":1,"00293":1,"OILU":1,"00001":1,"OILT":1,"DUG":1,"OIH":1},"content_text":"UBS has released a research report indicating that geopolitical tensions in the Middle East have heightened macroeconomic uncertainty, making the risk-reward profile of Hong Kong conglomerates more sensitive to external influences. The bank assumes that if conflicts in the Middle East persist unresolved through the end of the third quarter this year, with reduced oil tanker traffic through the Strait of Hormuz, the average annual price of Brent crude could reach $132.5 per barrel. UBS has set a target price of HK$67 for CKH HOLDINGS (00001) with a \"Buy\" rating, while assigning a \"Neutral\" rating to SWIRE PACIFIC A (00019) with a target price of HK$72.7. The bank estimates that CKH HOLDINGS' net asset value and 2026 earnings could potentially increase by 9% and 66%, respectively, largely due to benefits from rising oil prices for its subsidiary Cenovus Energy. In contrast, SWIRE PACIFIC A's net asset value and 2026 earnings may decline by 19% and 26%, respectively, as its subsidiary CATHAY PAC AIR (00293) faces pressure from higher fuel costs.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1192389943","isCrawlerRequest":true}