《大行报告》美银证券上调国泰(00293.HK)目标价至6.5元 评级「跑输大市」
美银证券发表报告表示,於国泰(00293.HK)公布去年业绩後,重申其「跑输大市」评级;虽然商务旅行的结构性挑战以及国际线重新开放的推迟,国泰目前市帐率高於周期中期及疫情之前的水平,维持其今明两年盈利预测。
报告补充,在本港防疫措施收紧下,预期国泰今年上半年仍会录得重大亏损,全年料蚀90亿元;惟在货运业务好转及拨备减少下,公司去年净亏损少於预期,故将其目标价由6.3元微升至6.5元,以反映较高的账面价值。
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