《大行報告》傑富瑞:國泰(00293.HK)重組下港龍航線或轉至香港快運 關注定位問題
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,傑富瑞發表報告表示,對國泰今次重組計劃並不感到意外,指可消除公司主要威脅因素,但公司盈利復蘇仍需視乎香港與其他地區「旅遊氣泡」計劃(時間表存不確定性)。
該行表示,對國泰今次重組計劃並不感到意外,因市場早前已對其削減職位有所預期,但關注一些國泰港龍部分的航線或有機會轉移到經營廉航的香港快運,但相關航線未來是否仍會運營商務客艙,令人關心相關航線未來定位如何。
傑富瑞稱,維持對國泰航空「持有」投資評級及目標價6.3元,相當預測市賬率0.6倍,指未來前景仍需視乎香港與其他地區「旅遊氣泡」計劃。
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