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大和:重申國泰航空(0293.HK)“買入”評級 股價下調風險有限
格隆匯 12-18 15:41

大和發表研究報告指,國泰航空(0293.HK)公佈今年11月營運數據,期內收入乘客千米數(RPK)下跌5.3%,而近乎所有航線均錄負增長,而可用座位公里數(ASK)亦按年跌1.5%。11月訪港客運量更錄得46%跌幅,較10月的35%跌幅擴大。

報告表示,國泰乘客運載需求下降速度有所加快,貨運需求亦同樣錄跌幅,而整體可用座位千米數亦於今年首現跌幅,但認為現時國泰股價的下調風險有限,因其估值較低,重申予“買入評級。

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