A Look At COSCO SHIPPING Energy Transportation (SEHK:1138) Valuation As New LNG And Tanker Orders Go To Shareholder Vote

Simply Wall St.01-09

COSCO SHIPPING Energy Transportation (SEHK:1138) is calling a January 2026 extraordinary general meeting to seek shareholder approval for new shipbuilding contracts covering LNG, methanol dual fuel, ...

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See our latest analysis for COSCO SHIPPING Energy Transportation. The planned EGM and fleet expansion come after a period of strong price action, with a 30 day share price return of 14.22% and a 1 year total shareholder return of 61.66%. This points to building momentum on top of a 5 year total shareholder return of 281.68%. If this kind of shipping story has your attention, it could be worth seeing what else is moving and comparing it with fast growing stocks with high insider ownership So after strong recent returns, a full order book and analyst targets sitting only around 10% above the last close, should you see COSCO SHIPPING Energy as undervalued? Or is the market already pricing in future growth? AdvertisementPrice-to-Earnings of 15.6x: Is it justified? Right now, COSCO SHIPPING Energy Transportation trades on a P/E of 15.6x, which sits above both its own estimated fair ratio and the wider sector. The P/E multiple compares the current share price with earnings per share, so for a shipping and energy transporter like COSCO SHIPPING Energy it is a quick way to see how much investors are paying for current profits. At 15.6x earnings, the market is putting a richer tag on COSCO SHIPPING Energy than on many Hong Kong Oil and Gas peers. The estimated fair P/E of 12.5x suggests a lower level that prices could gravitate toward if sentiment cools or earnings do not keep pace. Against an industry average P/E of 9.3x and a peer group around 8.8x, this premium is strong and signals that expectations for future profitability are higher than for the wider group. Explore the SWS fair ratio for COSCO SHIPPING Energy Transportation Result: Price-to-Earnings of 15.6x (OVERVALUED) However, the premium P/E and a full pipeline of LNG and tanker projects could leave the shares sensitive to weaker charter demand or delays in newbuild deliveries. Find out about the key risks to this COSCO SHIPPING Energy Transportation narrative. Another View: SWS DCF model points to richer pricing Our DCF model paints a different picture to the 15.6x P/E. On this view, COSCO SHIPPING Energy at HK$10.52 sits above an estimated fair value of HK$4.38, which suggests the shares screen as expensive rather than cheap. So which signal do you put more weight on? Look into how the SWS DCF model arrives at its fair value. 1138 Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out COSCO SHIPPING Energy Transportation for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 877 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own COSCO SHIPPING Energy Transportation Narrative If you look at the numbers and reach a different view, or simply prefer to test your own assumptions, you can build a custom narrative in just a few minutes with Do it your way A great starting point for your COSCO SHIPPING Energy Transportation research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If COSCO SHIPPING Energy has sparked your interest, do not stop here. Use the screener to uncover more stocks that could fit your approach.  Target potential value opportunities by checking out these 877 undervalued stocks based on cash flows that currently trade at a discount to their estimated cash flow strength. Spot future-focused themes by scanning these 28 AI penny stocks that are tied to artificial intelligence trends and related business models. Boost your income watchlist by reviewing these 11 dividend stocks with yields > 3% that offer yields above 3% alongside market listed fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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