富瑞:予國泰(0293.HK)目標價12.5港元 評級“買入”
早前國泰(0293.HK)公佈今年9月份載客量等數據,國泰航空顧客及商務總裁林紹波表示,預期下半年業績將會較上半年遜色。富瑞發表研究報告指,預期國泰航空今年下半年錄虧損9.73億港元,該行認為國泰的客、貨運量及收益率於短期內仍受壓,雖然短期缺乏催化劑,但基於股價下跌空間有限,現價已接近低位,予目標價12.5港元及“買入”投資評級。
該行續指,隨着管理層早前提及2019年年底前的訪港機位預訂情況仍然遠遜往年同期的水平,預期客運量於今年下半年持續受壓,料今年下半年國泰的乘客、貨運收益率分別按年下降6%及15.9%。
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