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《大行報告》大和上調國泰(00293.HK)評級至「買入」 指調整後迎來良好介入點
阿思達克 01-29 11:25
大和發表報告,決定上調對國泰航空(00293.HK)投資評級,由原來「持有」升至「買入」,指近期股價調整後迎來良好介入點,公司擬發67.4億元可轉換債券(年息2.75%)相信影響正面,並指投資者已過度消化公司的負面消息;目標價由7元略降至6.9元。

該行指,國泰自1月25日公布去年12月疲弱的營運數據後,股價呈下滑,港府亦採取嚴格防疫措施,估計公司現金「燒錢」率會每月增加3億至4億元,至13億至19億元。

大和表示,下調對國泰今年收入乘客千米數(RPK)預測由85%降至80%、降可用座位千米數(ASK)預測由70%降至65%。

該行估計國泰2020年及2021年錄經調整虧損各154.87億及47.46億元,料2022年扭虧為盈,錄經調整純利86.83億元。

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