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大和:強勁貨運需求有望持續 予國泰航空(0293.HK)買入評級
格隆匯 02-18 12:51

大和發表研究報吿表示,國泰航空(0293.HK)發表上月客貨運量數據,因受疫情影響,收入乘客千米數按年減少98.7%。可用座位千米數按月跌約6%,但貨物及郵件收入噸千米數按年跌幅收窄至21.7%,管理層認為受2月的貨運需求帶動,預期強勁的貨運需求將延續至今年,予買入評級。

大和續指,國泰上月載客量跌至自去年6月以來的新低,管理層亦對未來客運市場抱謹慎態度,因空中服務人員的隔離措施收緊對運力有影響。

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