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《大行報告》摩通國泰(00293.HK)中績符預期短期前景有隱憂
阿思達克 08-08 15:58

摩根大通報告指出,國泰(00293.HK)半年純利13.5億元,上年同期為虧損2.63億元,符合預期,相信股價短期表現受到本港示威活動持續及中美貿易戰影響,但該行對國泰盈利復甦之路有信心,只是需要較長時間。該行給予國泰評級「增持」,目標價看14.5元。

該行表示,集團乘客收益率按年僅跌0.9%,好過預期,惟管理層預期下半年乘客收益率跌幅較大。此外,管理層估計,9月份屬淡季,訂票量疲弱,若香港示威活動持續,相信會影響10月的訂票量。不過,從以往經驗所得,相關事件完結後,訂票情況可快速恢復。

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