《大行报告》瑞信升国泰(00293.HK)评级至「跑赢大市」 目标价上调至6.6元
瑞信发表研究报告,指星港两地在「航空旅游气泡」达成原则性协议,细则将於未来数周公布。目前国泰(00293.HK)每周有3班来回新加坡的航班,相信航班数字和限制社交距离措施将继续设有限制,不过协议的成功实施,有助加快与其他地区达成相关协议。
该行指,料星港「航空旅游气泡」可於今年启动,明年初会有更多落实,加上未来与内地往来重开,以及疫苗的研发,都有助成催化剂。另外国泰或将於第四季公布重组方案。
瑞信升国泰评级,由「中性」升至「跑赢大市」,目标价由6.2元升至6.6元,现估值仅预测市账率0.5倍,料已反映负面因素。
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