瑞銀:下調國泰(0293.HK)目標價至11.5港元 料上半年虧24億港元
瑞銀報告指,國泰(00293.HK) 宣佈逐步削減約九成前往內地的航班,未來亦將視乎市場情況及其他因素而大幅減少網絡的其他航班,估計未來兩月將削約30%的運力,該行認為措施反映了航班需求現時非常弱,短期展望淒涼。
該行表示,將國泰2020年運載量(可用座位千米數)預測由升4%調整至按年跌8%,以反映未來兩月運力跌30%並將於次季逐步回覆的估算,而載客(收入乘客千米數)方面預測則由早前的升4%調整至按年跌12%。該行現時估計今年上半年公司將錄24億港元虧損,但下半年則錄微利,但具體情況仍要視乎武漢肺炎疫情及需求回覆情況。
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