There's absolutely no interest in the off shore oil industry now. Charts all show begging of a rise in the shares. I've been buying this stuff recently
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2883:HK. any chatter about this company? please check Chinese chat rooms also
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Chatter on X (formerly Twitter)There has been some recent discussion on X about China Oilfield Services Limited (2883:HK), primarily focused on its position in the offshore drilling sector, market performance, and ties to broader oil and gas trends. Here's a summary of key mentions from the past few months (sorted by recency):- On January 13, 2026, a Chinese finance account highlighted a surge in oil and gas concepts, noting 2883:HK (referred to as ????) rising alongside peers like Tongyuan Petroleum and CNOOC amid Brent crude hitting near $60/barrel.
- In late November 2025, an investor and analyst (
@Kacper_PK_CH
) shared a multi-part thread on offshore drilling companies, including a dedicated analysis of 2883:HK. He described it as a leading integrated provider backed by CNOOC (majority owner), with "erratic" price action but potential for corrections as entry points. He expressed moderate interest, preferring Western peers for similar valuations, but noted strong regional positioning and contract flow. - Earlier in November 2025, a market research post mentioned the company's role in China's oilfield services market growth, driven by domestic exploration and tech advancements.
- In October and September 2025, posts from Ugandan media and pro-democracy activists referenced partnerships, such as with UNOC for projects like the East African Crude Oil Pipeline, and criticisms related to operations in Myanmar funding potential human rights issues.
Overall, X chatter is sporadic and mostly positive or analytical, emphasizing growth potential in offshore services amid rising oil prices. No widespread negative sentiment was evident in recent posts.Chatter on Chinese Platforms (Xueqiu and Others)Xueqiu (a popular Chinese stock discussion platform similar to Seeking Alpha) shows active investor conversations about ???? (China Oilfield Services), focusing on valuation, performance, and growth prospects. Key threads from late 2025 include:- Discussions on the stock's low trading volume and suitability for long-term holding, with some users debating whether to add positions ahead of Q1 reports, noting it's down about 8% for them but potentially undervalued compared to peers like ???? (CNOOC Engineering).
- Optimistic views on its 10x growth potential due to high barriers in marine oilfield services and a massive market (trillions in RMB). Users point out it's only a fraction of global revenue leaders but has high margins.
- Analysis tying performance to CNOOC's growth, with overseas drilling losses historically masking domestic gains. Recent posts highlight stable EBIT, 2.6% revenue growth to ¥49B, and 24% EPS increase (from ¥0.66 to ¥0.82), plus European subsidiary benefits from reduced Russian gas reliance.
- Broader threads compare it to peers, noting clear division of labor with ???? (CNOOC Development) for synergy in full-chain offshore ops, not competition.
No results were found on Weibo for recent discussions, suggesting limited viral chatter there. On general forums like Yahoo Finance and Moomoo, threads echo similar themes: stock forecasts (average target HK$9.71, up ~13% from current ~HK$8.59), buy ratings, and value after a 16% monthly gain. Sentiment leans bullish, driven by 2026 guidance (stable domestic ops, ¥8.44B capex), though some caution on day rates and global comparisons. In summary, chatter is moderately active, with a focus on growth opportunities in offshore drilling and ties to CNOOC, but tempered by historical losses and market volatility. No major controversies or hype dominate. |
