摩通国泰(0293.HK)中绩符预期短期前景有隐忧
摩根大通报告指出,国泰(00293.HK)半年纯利13.5亿港元,上年同期为亏损2.63亿港元,符合预期,对国泰盈利复苏之路有信心,只是需要较长时间。该行给予国泰评级“增持”,目标价看14.5港元。

该行表示,集团乘客收益率按年仅跌0.9%,好过预期,惟管理层预期下半年乘客收益率跌幅较大。此外,管理层估计,9月份属淡季,订票量疲弱,若香港示威活动持续,相信会影响10月的订票量。不过,从以往经验所得,相关事件完结後,订票情况可快速恢复。
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