Perfil de la empresa · Energy

China Merchants Energy Shipping Co Ltd

601872 · Shanghái
Industria
航运
Bolsa
Shanghái
País / Región
China
Fecha de salida a bolsa
1 de diciembre de 2006
Empleados
5513
Sitio web
www.cmenergyshipping.com
Precio al publicar
¥22.36
Cierre del 20 de septiembre de 2026
Compra razonable
≤ ¥12
Entrada con margen de seguridad
Puntuación de crecimiento Baillie
37/100
Floja
Buffett Score
39/100
Floja
Valor intrínseco · Rango en tres niveles Precio al publicar ¥22.36 · Entre el rango razonable y el optimista

Rango de valoración compuesto · conservador ¥11–¥12 / razonable ¥15.5–¥20.5 / optimista ¥28.5–¥31. Al precio de publicación de ¥22.36 (20 de septiembre de 2026), Entre el rango razonable y el optimista.

Resumen financiero
Capitalización162,7 mil M CNY
Ingresos (TTM)35,24 mil M CNY
EBITDA14,58 mil M CNY
Margen neto30,78 %
ROE24,62 %
PER (TTM)15,04
PER previsto11,33
PEG0,42
BPA1,34 CNY
Rentabilidad por dividendo1,91 %
Rango de 52 semanas7,94 CNY – 22,98 CNY

Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.

Sobre la empresa

China Merchants Energy Shipping Co., Ltd. operates as a shipping company in China. It engages in the oil tanker, liquefied natural gas, dry bulk, RoRo, and container shipping. The company also offers digital transformation and tailored development services for the shipping and trade sector; and crew supply services for its fleets. In addition, it operates a maritime service platform, which provides ship agency, provisioning, spare parts supply, maintenance, inspection, and safety check services. The company was incorporated in 2004 and is headquartered in Shanghai, China. China Merchants Energy Shipping Co., Ltd. operates as a subsidiary of China Merchants Steam Navigation Company Limited.

Información general

Historia

PróximamenteEsta sección se está completando; vuelve pronto.

Posición en el sector

PróximamenteEsta sección se está completando; vuelve pronto.

Análisis sobre este valor
37/100 Vigilar China Merchants Energy Shipping: A CNY 6.19 Billion H1 Tanker Windfall Meets 151 VLCC Orders, and CNY 22.36 Already Prices a Prolonged Boom China Merchants Energy Shipping (CMES) is a state-controlled diversified ship-owner with 51 owned VLCCs, 34 VLOCs, regional container and ro-ro networks and a rapidly expanding contract-backed LNG fleet, so a spot-driven tanker and dry-bulk layer sits on top of contracted ore and LNG cash flows. H1 2026 revenue rose 56.15% to CNY 19.65 billion and attributable profit 227.57% to CNY 6.96 billion, with the tanker unit alone earning CNY 6.19 billion as TD3C reached USD 1.099 million per day on 15 September, yet roughly 151 VLCCs ordered by July 2026 set up a 2027–2030 supply response and the report's central value is only about CNY 18 per share. Rating Watch: contract-backed diversification is real, but CNY 22.36 already prices an extended tanker boom, so the preferred entry is CNY 11.0–12.0. China Merchants Energy Shipping Co., Ltd.601872 · Shanghái航运20 de septiembre de 2026