《大行報告》大和下調國泰(00293.HK)目標價至6.8元 評級「買入」
國泰(00293.HK)公布進行重組計劃,大和發表報告指,對於計劃看法正面,料長期而言可改善成本結構,相信未來十二個月不會再進行大規模裁員,除非行業前景明顯惡化。國泰亦將再度進行自願放無薪假計劃,該行料參與員工比例將會相當高,計及所有措施,該行料國泰明年員工成本按年減少30%,資金流將足夠應該未來兩年維持經營。
該行下調國泰今明兩年每股經調整虧損預測2%至29%,以反映較預期高的員工離職規模,目標價自6.9元降至6.8元,重申「買入」評級。
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