《大行報告》美銀證券上調國泰(00293.HK)目標價至6.5元 評級「跑輸大市」
美銀證券發表報告表示,於國泰(00293.HK)公布去年業績後,重申其「跑輸大市」評級;雖然商務旅行的結構性挑戰以及國際線重新開放的推遲,國泰目前市帳率高於週期中期及疫情之前的水平,維持其今明兩年盈利預測。
報告補充,在本港防疫措施收緊下,預期國泰今年上半年仍會錄得重大虧損,全年料蝕90億元;惟在貨運業務好轉及撥備減少下,公司去年淨虧損少於預期,故將其目標價由6.3元微升至6.5元,以反映較高的賬面價值。
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