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<Research>UBS Expects CKH HOLDINGS (00001.HK) to Ride on Soaring Oil Prices, SWIRE PACIFIC A to Face Adverse Impact
The geopolitical conflict in the Middle East wrought macro uncertainties, making the near-term risk/reward of Hong Kong conglomerates more sensitive to external influences, UBS sai...
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<Research>UBS Expects CKH HOLDINGS (00001.HK) to Ride on Soaring Oil Prices, SWIRE PACIFIC A to Face Adverse Impact
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The geopolitical conflict in the Middle East wrought macro uncertainties, making the near-term risk/reward of Hong Kong conglomerates more sensitive to external influences, UBS said in a research report.

The broker assumed that the Middle East conflict will remain unresolved until the end of 3Q26, with reduced tanker traffic through the Strait of Hormuz, and the average price of Brent crude oil for the year at USD132.5/ bbl.

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Under this scenario, UBS estimated that CKH HOLDINGS (00001.HK)  +1.100 (+1.746%)    Short selling $158.20M; Ratio 35.513%   's NAV and 2026 earnings could hike by 9% and 66%, respectively, in light of the benefit from soaring oil prices through its subsidiary Cenovus Energy.

Conversely, SWIRE PACIFIC A (00019.HK)  +0.350 (+0.398%)    Short selling $65.34M; Ratio 49.046%   's NAV and 2026 earnings could drop by 19% and 26%, respectively, owing to fuel cost pressures affecting its subsidiary CATHAY PAC AIR (00293.HK)  +0.140 (+1.202%)    Short selling $28.35M; Ratio 40.456%   .

The broker assigned a target price of HKD67 and a Buy rating to CKH HOLDINGS, while SWIRE PACIFIC A received a Neutral rating with a target price of HKD72.7.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-10 16:25.)



This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

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