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《大行报告》杰富瑞:国泰(00293.HK)重组下港龙航线或转至香港快运 关注定位问题
阿思达克 10-21 12:09
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,杰富瑞发表报告表示,对国泰今次重组计划并不感到意外,指可消除公司主要威胁因素,但公司盈利复苏仍需视乎香港与其他地区「旅游气泡」计划(时间表存不确定性)。

该行表示,对国泰今次重组计划并不感到意外,因市场早前已对其削减职位有所预期,但关注一些国泰港龙部分的航线或有机会转移到经营廉航的香港快运,但相关航线未来是否仍会运营商务客舱,令人关心相关航线未来定位如何。

杰富瑞称,维持对国泰航空「持有」投资评级及目标价6.3元,相当预测市账率0.6倍,指未来前景仍需视乎香港与其他地区「旅游气泡」计划。

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