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富瑞:下調國泰(0293.HK)目標價至8.5港元 重申買入評級
格隆匯 11-23 12:37

富瑞發表研究報告指,國泰航空(0293.HK)管理層預期明年業務前景維持具挑戰性,料明年下半年疫苗將帶動業務復甦,亦指香港與新加坡的航空旅遊氣泡順延兩星期,對客運量影響不大,因客運量已經下跌逾9成,下調目標價由8.7港元至8.5港元,重申買入評級。

該行表示,預期全球空中貨運市運將得益於全球疫苗運送,上調今年下半年虧損預測,以反映35億元的重組成本及估計約12億元的機隊減值,亦料明年撇除特殊項目前虧損將會減少,因貨運業務因空運疫苗而持續做好,以及客運量上升。

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