瑞信国泰(0293.HK)客货运收益率受压情况符预期评级“跑赢大市”
瑞信发表研究报告指,国泰(0293.HK)
上半年扭亏,赚13.47亿港元,相等于市场全年预期的35%,扭亏主因燃油成本下降及对冲
亏损收窄。撇除对冲亏损和一次性项目,纯利更达到15亿港元。整体而言,客运和货运收益率
受压,情况大致符合该行预期。
瑞信指,管理层预期下半年的业绩会较上半年好,但受政治不稳定,以及贸易紧张影响,需求和票价都有影响。目标价15.5港元,评级“
跑赢大市
”。今日下午业绩记者会后会提供更多资讯。
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