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《大行报告》大摩:国泰(00293.HK)重组料影响正面 但转机仍取决空中交通何时复苏
阿思达克 10-21 11:31
就国泰航空(00293.HK)公布重组计划,整体削减约8,500个职位占总数24%,并将国泰港龙即日停止营运,摩根士丹利发表报告表示,认为公司进行行重组料影响正面,国泰预计该重组将在2021年将现金成本降低至每月5亿元。该行指未计入今次重组因素前,原估计国泰2021年的净亏损为96亿港元。

但大摩认为,对於国泰而言任何有意义的转机,仍将取决於香港的空中交通复苏,并非主要是重组计划。该行予国泰「减持」评级及目标价5元。

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