《大行報告》高盛輕微下調國泰(00293.HK)盈測 維持「沽售」看5.05元
高盛發表研究報告指,國泰(00293.HK)9月份營運數據顯示,公司的經營仍然積弱,並預期明年運力仍維持在50%以下,而今年餘下時間大約會在10%。
高盛指,公司明年的預期大致符該行預期,因預期明年的可用座位公里(ASK)會在2019年的46%,不過卻低於其他券商預期。
該行下調國泰2020-22年每股盈利預期分別1.1%、0.2%及0.4%,以反映最新的營運數字,目標價維持5.05元不變,評級「沽售」,相信目前市場對流量及收益恢復過於樂觀。
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