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CNOOC LimitedSEHK:883 株式レポート

時価総額 HK$998.3b
株価
n/a
1Y13.6%
7D-6.9%
1D-3.6%
ポートフォリオ価値
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CNOOC Limited

SEHK:883 株式レポート

時価総額:HK$998.3b

CNOOC(883)株式概要

投資持株会社であるCNOOC Limitedは、中華人民共和国、カナダ、および国際的な原油・天然ガスの探鉱、開発、生産、販売に従事している。 詳細

883 ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績2/6
財務の健全性6/6
配当金4/6

883 Community Fair Values

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CNOOC Limited 競合他社

価格と性能

株価の高値、安値、推移の概要CNOOC
過去の株価
現在の株価HK$20.32
52週高値HK$30.98
52週安値HK$17.78
ベータ0.28
1ヶ月の変化-23.90%
3ヶ月変化-24.80%
1年変化13.65%
3年間の変化74.27%
5年間の変化128.31%
IPOからの変化957.23%

最新ニュース

ナラティブの更新 Jun 14

883: Rising Production And Generous Dividends Will Support Stronger Future Returns

Analysts have lifted their price target for CNOOC from about HK$31.52 to roughly HK$32.99, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News CNOOC reported first quarter 2026 operating results, with net production of 205.1 million BOE, up 8.6% year on year, reaching a record level, sourced from a company announcement.
ナラティブの更新 May 31

883: Rising Output And Payouts Will Likely Fail To Support Valuation

Analysts have nudged their fair value estimate for CNOOC higher from about HK$20.28 to around HK$20.97, citing updated assumptions on the discount rate, revenue trends, profit margins, and future P/E expectations. What's in the News CNOOC reported first quarter 2026 net production of 205.1 million BOE, up 8.6% YoY, with China output at 140.0 million BOE, up 7.0% YoY, and overseas output at 65.1 million BOE, up 12.3% YoY, supported by fields including Kenli 10-2 and the Yellowtail Project in Guyana (company announcement of operating results).
ナラティブの更新 May 03

883: Higher Payouts And Production Will Likely Fail To Support Current Pricing

Analysts now see more upside in CNOOC, raising their price target from about HK$14.54 to around HK$20.28 as they factor in a higher assumed future P/E ratio and a slightly stronger profit margin outlook, even though they expect a softer revenue trajectory. What's in the News CNOOC reported first quarter 2026 net production of 205.1 million barrels of oil equivalent, an 8.6% YoY increase.

Recent updates

ナラティブの更新 Jun 14

883: Rising Production And Generous Dividends Will Support Stronger Future Returns

Analysts have lifted their price target for CNOOC from about HK$31.52 to roughly HK$32.99, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News CNOOC reported first quarter 2026 operating results, with net production of 205.1 million BOE, up 8.6% year on year, reaching a record level, sourced from a company announcement.
ナラティブの更新 May 31

883: Rising Output And Payouts Will Likely Fail To Support Valuation

Analysts have nudged their fair value estimate for CNOOC higher from about HK$20.28 to around HK$20.97, citing updated assumptions on the discount rate, revenue trends, profit margins, and future P/E expectations. What's in the News CNOOC reported first quarter 2026 net production of 205.1 million BOE, up 8.6% YoY, with China output at 140.0 million BOE, up 7.0% YoY, and overseas output at 65.1 million BOE, up 12.3% YoY, supported by fields including Kenli 10-2 and the Yellowtail Project in Guyana (company announcement of operating results).
ナラティブの更新 May 03

883: Higher Payouts And Production Will Likely Fail To Support Current Pricing

Analysts now see more upside in CNOOC, raising their price target from about HK$14.54 to around HK$20.28 as they factor in a higher assumed future P/E ratio and a slightly stronger profit margin outlook, even though they expect a softer revenue trajectory. What's in the News CNOOC reported first quarter 2026 net production of 205.1 million barrels of oil equivalent, an 8.6% YoY increase.
ナラティブの更新 Apr 19

883: Rising Production And Steady Dividends Will Support Stronger Future Returns

Analysts have raised their CNOOC price target from HK$27.06 to HK$31.52, citing updated assumptions that reflect different revenue growth expectations, a slightly higher profit margin outlook, and a modestly higher future P/E multiple. What's in the News CNOOC reported operating results for the year ended 31 December 2025, with net production of approximately 2.13 million BOE per day and total net oil and gas production of 777.3 million BOE.
ナラティブの更新 Apr 03

883: Higher Dividend Payout And New Leadership Will Support Future Upside

Analysts now place CNOOC's fair value at HK$45.08, compared with the previous HK$27.63, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News CNOOC reported operating results for the year ended 31 December 2025, with net production of approximately 2.13 million BOE per day and total net oil and gas production of 777.3 million BOE for the year.
分析記事 Mar 31

New Forecasts: Here's What Analysts Think The Future Holds For CNOOC Limited (HKG:883)

Shareholders in CNOOC Limited ( HKG:883 ) may be thrilled to learn that the analysts have just delivered a major...
分析記事 Mar 30

CNOOC Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on CNOOC Limited ( HKG:883 ), given that the company fell short of...
ナラティブの更新 Mar 19

883: Offshore Project Startups And New Discoveries Will Support Balanced Future Returns

Analysts have raised their CNOOC price target from HK$23.52 to HK$27.06, reflecting updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News CNOOC has scheduled a board meeting on Mar 26, 2026 to approve the annual results for the year ended Dec 31, 2025 and to consider a recommendation on a final dividend (Key Developments).
ナラティブの更新 Mar 05

883: New Offshore Discoveries Will Likely Fail To Justify Current Pricing

Analysts have trimmed their price target on CNOOC by about HK$0.86, citing slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as they refresh their valuation model. What's in the News CNOOC reported that the Buzios6 Project in Brazil has started production, using an FPSO and subsea system with 13 planned development wells and an FPSO designed to handle 180,000 barrels of crude oil and 7.2 million cubic meters of natural gas per day, plus storage for 2 million barrels (company announcement).
ナラティブの更新 Feb 19

883: Offshore Project Ramp Up And New Finds Will Shape Returns

Analysts have trimmed their HK$ fair value estimate for CNOOC from about HK$23.68 to HK$23.52 as slightly lower revenue growth, profit margin and future P/E assumptions feed into a modestly higher discount rate. What's in the News CNOOC reported that the Buzios6 project in Brazil's Santos Basin has started production, using an FPSO and subsea system with 13 planned wells and installed field capacity of 1.15 million barrels per day once fully on-stream (company announcement).
ナラティブの更新 Feb 05

883: Offshore Project Ramp Up And Fair Outlook Will Shape Returns

Analysts have raised their price target for CNOOC to US$23.68 from US$22.87, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News CNOOC reported that the Buzios6 project in Brazil has started production, using an FPSO with designed capacity of 180,000 barrels of crude oil per day, 7.2 million cubic meters of natural gas per day and storage of 2 million barrels.
ナラティブの更新 Jan 21

883: Future Offshore Projects Will Likely Fail To Support Current Valuation

Analysts have slightly adjusted their price target on CNOOC, trimming fair value from US$15.46 to US$15.40 as they factor in updated assumptions for revenue contraction, profit margins, and a lower forward P/E multiple. What's in the News The Buzios6 Project in Brazil has started production, using an FPSO with a designed capacity of 180,000 barrels of crude oil per day, 7.2 million cubic meters of natural gas per day, and storage of 2 million barrels, with equipment aimed at reducing greenhouse gas emissions and energy consumption (company announcement).
ナラティブの更新 Jan 07

883: Offshore Project Startups And Executive Change Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for CNOOC to about $22.87 from roughly $22.46, citing small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News CNOOC reported that the Buzios6 project in Brazil has started production, using an FPSO with designed capacity of 180,000 barrels of crude oil per day and 7.2 million cubic meters of natural gas per day, plus storage capacity of 2 million barrels, and equipment aimed at reducing greenhouse gas emissions and energy consumption (company announcement).
ナラティブの更新 Dec 16

883: Future Offshore Output Will Likely Fail To Justify Current Optimism

Analysts have modestly raised their price target on CNOOC from approximately $15.15 to $15.46, reflecting slightly lower perceived risk and a marginally improved long term revenue outlook despite largely unchanged profitability assumptions. What's in the News The Weizhou 11-4 Oilfield Adjustment and Satellite Fields Development Project in the Beibu Gulf Basin has commenced production, with 35 planned wells and targeted plateau output of about 16,900 barrels of oil equivalent per day in 2026, supporting regional energy supply security (Key Developments).
分析記事 Dec 04

Improved Earnings Required Before CNOOC Limited (HKG:883) Shares Find Their Feet

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") above 13x, you may consider...
分析記事 Sep 30

Returns On Capital Are Showing Encouraging Signs At CNOOC (HKG:883)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
ナラティブの更新 Sep 18

Reserve Investments And Asia-Pacific Demand Will Shape Future Success

The rise in analyst price target for CNOOC reflects improved consensus on revenue growth forecasts and a higher expected future P/E, leading to a fair value increase from HK$21.53 to HK$22.46. What's in the News Wenchang 16-2 Oilfield Development Project commenced production, targeting 11,200 barrels/day plateau by 2027; CNOOC holds 100% interest.
ナラティブの更新 Sep 03

Reserve Investments And Asia-Pacific Demand Will Shape Future Success

CNOOC's consensus forecasts have improved, with analysts now projecting markedly higher revenue growth and a higher future P/E, supporting a slight upward revision in the fair value price target to HK$21.53. What's in the News CNOOC's Board declared an interim dividend of HKD 0.73 per share.
分析記事 Aug 29

CNOOC (HKG:883) Will Pay A Dividend Of CN¥0.73

The board of CNOOC Limited ( HKG:883 ) has announced that it will pay a dividend of CN¥0.73 per share on the 17th of...
分析記事 Aug 18

Is CNOOC (HKG:883) A Risky Investment?

SEHK:883 1 Year Share Price vs Fair Value Explore CNOOC's Fair Values from the Community and select yours Warren...
User avatar
新しいナラティブ Feb 09

New Discoveries Like Lingshui 36-1 May Strengthen Operations, But Risks Could Affect Future Results

Strategic focus on cost control and technological advancements are set to enhance net margins and profitability through operational efficiencies and cost reductions.

株主還元

883HK Oil and GasHK 市場
7D-6.9%-6.0%-3.2%
1Y13.6%19.9%-3.8%

業界別リターン: 883過去 1 年間で19.9 % の収益を上げたHong Kong Oil and Gas業界を下回りました。

リターン対市場: 883過去 1 年間で-3.8 % の収益を上げたHong Kong市場を上回りました。

価格変動

Is 883's price volatile compared to industry and market?
883 volatility
883 Average Weekly Movement4.3%
Oil and Gas Industry Average Movement8.2%
Market Average Movement7.4%
10% most volatile stocks in HK Market16.3%
10% least volatile stocks in HK Market3.5%

安定した株価: 883 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 883の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
199922,045Yongzhang Huangwww.cnoocltd.com

投資持株会社である中国海洋石油有限公司(CNOOC Limited)は、中華人民共和国、カナダ、および国際的な原油・天然ガスの探鉱、開発、生産、販売に従事している。同社は主に中国沖合の渤海、南シナ海西部、南シナ海東部、東シナ海で海洋原油と天然ガスを生産している。また、アジア、アフリカ、北米、南米、オセアニア、ヨーロッパで様々な石油・ガス資産の権益を保有している。さらに、石油・天然ガスの販売・取引、オイルサンドの探鉱・開発・生産、中国陸上における非在来型天然ガス資源の探鉱・開発・生産、シェールオイル・ガス事業にも携わっている。同社は1999年に設立され、香港を拠点としている。CNOOC LimitedはCNOOC (BVI) LTD.の子会社である。

CNOOC Limited 基礎のまとめ

CNOOC の収益と売上を時価総額と比較するとどうか。
883 基礎統計学
時価総額HK$998.32b
収益(TTM)HK$143.94b
売上高(TTM)HK$470.44b
6.7x
PER(株価収益率
2.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
883 損益計算書(TTM)
収益CN¥407.45b
売上原価CN¥96.13b
売上総利益CN¥311.31b
その他の費用CN¥186.65b
収益CN¥124.66b

直近の収益報告

Mar 31, 2026

次回決算日

Aug 31, 2026

一株当たり利益(EPS)2.62
グロス・マージン76.41%
純利益率30.60%
有利子負債/自己資本比率7.3%

883 の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

6.3%
現在の配当利回り
44%
配当性向

883 配当は確実ですか?

883 配当履歴とベンチマークを見る
883 、いつまでに購入すれば配当金を受け取れますか?
CNOOC 配当日
配当落ち日Jun 11 2026
配当支払日Jul 10 2026
配当落ちまでの日数21 days
配当支払日までの日数8 days

883 配当は確実ですか?

883 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/01 23:24
終値2026/06/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CNOOC Limited 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
Scott Lee DarlingBarclays
NEIL BEVERIDGEBernstein
Xiaohui LauCCB International Securities Limited