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Q3 2025 saw strong profit growth and margin expansion, led by oil tanker and container shipping, while dry bulk and ro-ro segments lagged. Year-to-date profit declined slightly, but asset base and LNG segment expanded. Market outlook is positive for tankers and LNG, but challenging for ro-ro and containers.
Original document: China Merchants Energy Shipping Co., Ltd. Class A [601872] Interim report — Oct. 30 2025
Total assets grew 10.28% to ¥77.88 billion, but H1 2025 net profit fell 14.91% year-over-year to ¥2.12 billion. Cash returns to shareholders reached ¥876 million, or 41.22% of net profit, as revenue and profit margins declined.
Original document: China Merchants Energy Shipping Co., Ltd. Class A [601872] Interim report — Aug. 28 2025
Q1 2025 saw revenue and net profit fall 10.5% and 37.1% year-over-year, mainly due to weak tanker and dry bulk markets. Container shipping outperformed, while all other segments declined. Market volatility and policy shifts remain key risks.
Original document: China Merchants Energy Shipping Co., Ltd. Class A [601872] Interim report — Apr. 30 2025
Listed companies under China Merchants Group are boosting their share repurchase programs to highlight their confidence in their growth prospects, Xinhua News Agency reported Tuesday.
The companies include China Merchants Shekou Industrial Zone, , China Merchants Port Group , China Merchants Energy Shipping , China Merchants Expressway Network & Technology Holdings , Sinotrans , Liaoning Port , and China Merchants Property Operation & Service , the report said.
The move will help them guard the interests of their shareholders, consolidate confidence in the companies, and boost their investment value, the report said.
China Merchants Energy Shipping said it will accelerate its ongoing share repurchase program, citing confidence in its long-term value.
As of March 31, the tanker and fleet operator had repurchased 55.6 million shares for about 361.8 million yuan, or 81.7% of its upper budget limit, according to a Tuesday filing with the Shanghai bourse.
The buyback is set to continue through November.
Shares of the company closed 4% higher Tuesday.
CMES reported stable revenue and higher net profit for 2024, with improved margins and robust cash flow. The oil tanker segment led performance, and the company maintained a strong balance sheet and dividend payout.
Original document: China Merchants Energy Shipping Co., Ltd. Class A [601872] Interim report — Mar. 28 2025
China Merchants Energy Shipping's net profit attributable to shareholders in 2024 increased 5.6% to 5.11 billion yuan from 4.84 billion yuan, according to a Shanghai Stock Exchange filing on Friday.
Earnings per share rose 5% year on year to 0.63 yuan from 0.60 yuan.
The oil tanker and bulk carrier fleet operator's operating income slipped to 25.8 billion yuan from 25.9 billion yuan in the previous year, the filing said.
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