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美銀美林:下調國泰(0293.HK)目標價至12.4港元 評級“買入”
格隆匯 11-18 10:58

美銀美林發表報告表示,國泰(00293.HK)預警今年下半年度盈利明顯差過上半年,故下調國泰2019至2021年盈利預測分別59%/44%/31%,目標價相應由13.5港元降至12.4港元。

該行估計,國泰下半年將錄淨虧損4億元,相對於上半年盈利14億元。不過國泰表示,目前情況未如2003年沙士般嚴重,且該公司透過捕捉過境旅客的商機並削減運力來控制下行風險。該行維持國泰“買入”評級,認為其跌至沙士時低位的估值似乎過於悲觀,但承認市場會因香港示威活動而進行重新評級。

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