《大行報告》大摩:國泰(00293.HK)重組料影響正面 但轉機仍取決空中交通何時復蘇
就國泰航空(00293.HK)公布重組計劃,整體削減約8,500個職位佔總數24%,並將國泰港龍即日停止營運,摩根士丹利發表報告表示,認為公司進行行重組料影響正面,國泰預計該重組將在2021年將現金成本降低至每月5億元。該行指未計入今次重組因素前,原估計國泰2021年的淨虧損為96億港元。
但大摩認為,對於國泰而言任何有意義的轉機,仍將取決於香港的空中交通復蘇,並非主要是重組計劃。該行予國泰「減持」評級及目標價5元。
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