Core Viewpoint - Pacific Shipping (02343) announced the cancellation of 15.944 million repurchased shares, effective September 30, 2025 [1] Group 1 - The company will cancel a total of 15.944 million shares that were previously repurchased [1]

Group 1 - The company, Pacific Shipping (02343), announced the cancellation of 15.944 million shares that were repurchased, effective September 30, 2025 [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 太平洋航運集團有限公司* 呈交日期: 2025年9月30日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02343 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 36,000,000,000 | USD | | 0.01 | USD | | 360,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 36,000,000,000 | USD | | 0.01 | USD | | 360,000,000 | FF3 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 確認 不適用 表格類別： 股票 狀態： 新提交 公司名稱： 太平洋航運集團有限公司 (僅供識別) 呈交日期： 2025年9月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02343 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事 ...

Core Viewpoint - Morgan Stanley initiates coverage on Pacific Basin Shipping (02343) with an "Overweight" rating and a target price of HKD 3.2, citing potential demand recovery by 2026 despite short-term TCE price pressure due to U.S. tariffs [1] Group 1: Market Dynamics - U.S. tariffs are prompting early shipments, which may pressure TCE prices in the second half of the year [1] - A restocking cycle and a rebound in small bulk demand driven by the construction industry are expected to support demand recovery by 2026 [1] - Global fleet expansion is slowing to approximately 3%, with an increase in the scrapping of older vessels due to aging [1] Group 2: Company Positioning - The company's positioning in the small vessel segment is defensive, benefiting from a diverse cargo mix and flexible port access [1] - Stable fuel costs are expected to enhance profit visibility for the company [1] - The impact of disruptions in the Red Sea on bulk shipping is minimal, with only about 3% of dry bulk passing through the region, significantly lower than oil and refined products [1] Group 3: Competitive Analysis - The company is viewed more favorably than Cosco Shipping Energy (600026) (01138) in the dry bulk and tanker segments due to lower exposure to geopolitical risks and stable capital expenditures [1] - The company's exposure to U.S. Section 301 tariff risks is limited, further enhancing its competitive position [1]

智通财经APP获悉，摩根大通发布研报称，首次覆盖太平洋航运(02343)，予"增持"评级，目标价3.2港 元。 该行认为，美关税推动提前出货，虽然会令今年下半年的TCE价格承压，但随着补库存周期重 启，和建筑业带动小宗散货需求反弹，2026年需求有望复苏。 另外，运力增长有所放缓，全球船队扩 张速度减慢至约3%，而且船龄老化令拆解旧船量增加。 该行又认为，集团在小型船只领域的定位具防御性，因其货种丰富，可抵达的港口和航程均具灵活性， 而且燃油成本稳定可提升盈利能见度。加上散货航运受红海干扰影响最轻，2024年前仅约3%干散货经 过该区域，远低于原油的10%与成品油的15%，而霍尔木兹海峡风险主要涉及油轮，集团的盈利敏感度 较低。该行指，在干散货与油轮板块中，更看好太平洋航运多过中远海能(01138)，因前者受地缘冲击 影响较小、资本开支稳定，且对美国301条款关税风险敞口有限。 ...

Summary of Key Points Core Viewpoint - On September 17, 28 Hong Kong-listed companies conducted share buybacks, totaling 16.7684 million shares and an aggregate amount of HKD 649 million [1][2]. Group 1: Share Buyback Details - Tencent Holdings repurchased 839,000 shares for HKD 551 million, with a highest price of HKD 663.50 and a lowest price of HKD 645.50, bringing its total buyback amount for the year to HKD 52.707 billion [1][2]. - Hang Seng Bank repurchased 200,000 shares for HKD 23.8014 million, with a highest price of HKD 119.30 and a lowest price of HKD 118.40, totaling HKD 793 million in buybacks for the year [1][2]. - Pacific Shipping repurchased 6 million shares for HKD 14.9526 million, with a highest price of HKD 2.52 and a lowest price of HKD 2.45, accumulating HKD 203 million in buybacks for the year [1][2]. Group 2: Ranking of Buybacks - The highest buyback amount on September 17 was from Tencent Holdings at HKD 551 million, followed by Hang Seng Bank at HKD 23.8014 million [1][2]. - In terms of share quantity, Pacific Shipping led with 6 million shares repurchased, followed by Linklogis Technology and Weigao Group with 2.3 million and 1.9548 million shares, respectively [1][2]. Group 3: Additional Buyback Information - Other notable companies involved in buybacks include Weigao Group, MGM China, and Jitu Express, with respective buyback amounts of HKD 11.4255 million, HKD 7.873 million, and HKD 7.8348 million [2][3]. - The buyback activity reflects a strategic move by these companies to enhance shareholder value amid market conditions [1][2].

Summary of Key Points Core Viewpoint - Multiple companies, including Tencent Holdings and Hang Seng Bank, conducted share buybacks on September 17, 2025, with Tencent leading in both the number of shares repurchased and the total amount spent. Group 1: Company Buyback Details - Tencent Holdings (00700) repurchased 839,000 shares for a total of 551 million, with a year-to-date total of 58.158 million shares, representing 0.633% of its total share capital [1][2] - Hang Seng Bank (00011) repurchased 200,000 shares for 23.8014 million, with a year-to-date total of 6.93 million shares, representing 0.368% of its total share capital [2] - Pacific Shipping (02343) repurchased 6 million shares for 14.9526 million, with a year-to-date total of 41.006 million shares, representing 0.798% of its total share capital [2] - Weigao Group (01066) repurchased 1.9548 million shares for 11.4255 million, with a year-to-date total of 14.2136 million shares, representing 3.148% of its total share capital [2] - MGM China (02282) repurchased 502,000 shares for 7.873 million, with a year-to-date total of 2.23295 million shares, representing 0.587% of its total share capital [2] Group 2: Other Notable Buybacks - Jitu Express-W (01519) repurchased 870,000 shares for 7.8348 million, with a year-to-date total of 870,000 shares, representing 0.010% of its total share capital [2] - Linkage Technology-W (09959) repurchased 2.3 million shares for 7.4586 million, with a year-to-date total of 19.9075 million shares, representing 0.932% of its total share capital [2] - Mengniu Dairy (02319) repurchased 200,000 shares for 3.074 million, with a year-to-date total of 10.816 million shares, representing 0.276% of its total share capital [2] - China Hongqiao (01378) repurchased 112,500 shares for 2.822 million, with a year-to-date total of 150 million shares, representing 1.610% of its total share capital [2] - Coolpad Group (02369) repurchased 1.348 million shares for 1.8057 million, with a year-to-date total of 23.095 million shares, representing 5.639% of its total share capital [2]

Group 1 - The core point of the article is that Pacific Shipping has been actively repurchasing its shares, with a total of 1.09 million shares repurchased this year, amounting to 203 million HKD [2][3] - On September 17, the company repurchased 6 million shares at a price range of 2.450 to 2.520 HKD, totaling 14.95 million HKD [2][3] - Since September 12, the company has conducted share buybacks for four consecutive days, repurchasing a total of 15.93 million shares and spending 39.33 million HKD, during which the stock price increased by 4.12% [2][3] Group 2 - The stock closed at 2.530 HKD on the day of the latest buyback, reflecting a 2.43% increase [2] - The company has conducted 28 buybacks this year, with a cumulative repurchase amount of 203 million HKD [3] - Detailed buyback data shows the highest price during the latest buyback was 2.520 HKD and the lowest was 2.450 HKD [3][4]

Core Viewpoint - Pacific Shipping (02343.HK) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Buyback Details - The company plans to repurchase 6 million shares at a total cost of HKD 14.95 million [1] - The buyback price per share is set between HKD 2.45 and HKD 2.52 [1] - The buyback is scheduled for September 17, 2025 [1]