国泰(00293.HK)11月载客人次按年跌98.6% 料下半年亏损大幅高於上半年 势逾百亿
国泰航空(00293.HK)公布,在11月载客3.78万人次,按年下跌98.6%,收入乘客千米数按年减少97.9%。乘客运载率下跌61.5个百分点至18.5%,以可用座位千米数计算的运力则下跌90.9%。今年首十一个月,国泰航空及国泰港龙航空的载运乘客人次较去年同期下跌85.8%,运力下跌77.7%,而收入乘客千米数则下跌83.8%。
另外,国泰航空在11月运载11.69万公吨货物及邮件,按年下跌34.3%。月内的货物及邮件收入吨千米数按年减少26.2%。运载率上升9个百分点至77.7%。以可用货物及邮件吨千米数计算的运力下跌34.7%。今年首十一个月,国泰航空及国泰港龙航空的载运货物量较去年同期下跌34.3%,运力下跌35.3%,而货物及邮件收入吨千米数则下跌27.2%。
国泰航空顾客及商务总裁林绍波表示,客运业务并无实质改善的迹象,集团平均每天仅接载1,261名乘客,而乘客运载率处於18.5%的低水平,即使两者均较10月微增。他指,12月通常是旅游旺季,然而今年年底的客运需求并未见明显起色,长途航班的需求持续疲弱,集团将继续倚重区内航线。
由於复苏步伐缓慢,集团预计12月的客运运力约为疫情前水平的9%,而在明年1月则微调至约10%多的水平。按照12月的运力,今年下半年的平均运力为疫情前水平的8.4%,而上半年的平均运力为34.3%。因此,连同於10月时已公布的额外重组及减值支出,以及截至年底的额外飞机减值,预期下半年的亏损将大幅高於在中期业绩时已公布的上半年亏损。
据中期业绩报告,国泰上半年按年由盈转亏,蚀98.65亿元,对上财年同期赚13.47亿元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.