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《大行報告》美銀證券下調國泰(00293.HK)目標價至5.8元 評級「跑輸大市」
阿思達克 08-12 09:39
美銀證券發表報告,指由於貨物收益率提高、機組人員檢疫成本降低,以及運力提升,國泰(00293.HK)今年下半年營運虧損料收窄,但相信不會在2023年前恢復收支平衡。目標價由6.5元降至5.8元,評級「跑輸大市」。 美銀證券認為,國泰面臨最壞的情況可能已經過去,隨著機組人員檢疫措施的放鬆和香港開始重新開放邊境,其運力在今年第四季將提升至30%,運量在2022年將達到正常水平的40%,但鑑於香港防疫政策目標一向為疫情「清零」,其客量復甦速度可能會落後於主要亞洲同行。
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