國泰(00293.HK):對貨運收益率感樂觀 對沖量已隨用量下降
國泰航空(00293.HK)顧客及商務總裁林紹波於記者會指,貨運量在5月份錄紀錄新高,其後有回落,但相信未來在貨運高峰期間仍有很大需求,對貨運收益率感樂觀,公司亦會捉緊機遇。
他又指,未有聽聞官方消息指會重開內地客轉機服務,但如果屬實,認為是正面消息。
對於有指大灣區航空申請於牌照,主席賀以禮指歡迎所有競爭,並將香港發展成航空樞紐。
賀以禮又指,目前未有計劃改變對沖政策。財務總裁馬天偉指,2020至2022年各年的對沖合約價分別為62美元、56美元及46美元,但已隨著用量降低對沖量,第三季已降至18%,目前按公允值計虧損為9,500萬元。
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