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《大行报告》大和上调国泰(00293.HK)评级至「买入」 指调整後迎来良好介入点
阿思达克 01-29 11:25
大和发表报告,决定上调对国泰航空(00293.HK)投资评级,由原来「持有」升至「买入」,指近期股价调整後迎来良好介入点,公司拟发67.4亿元可转换债券(年息2.75%)相信影响正面,并指投资者已过度消化公司的负面消息;目标价由7元略降至6.9元。

该行指,国泰自1月25日公布去年12月疲弱的营运数据後,股价呈下滑,港府亦采取严格防疫措施,估计公司现金「烧钱」率会每月增加3亿至4亿元,至13亿至19亿元。

大和表示,下调对国泰今年收入乘客千米数(RPK)预测由85%降至80%、降可用座位千米数(ASK)预测由70%降至65%。

该行估计国泰2020年及2021年录经调整亏损各154.87亿及47.46亿元,料2022年扭亏为盈,录经调整纯利86.83亿元。

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