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《大行報告》美銀證券上調國泰(00293.HK)目標價至5.9元 評級「跑輸大市」
阿思達克 12-02 11:52
美銀證券發表報告,將國泰航空(00293.HK)2021年至2023年純利預測提高5億元,以反映更強勁的貨運預測,並上調對其目標價,由5.8元升至5.9元,此相當預測2022年市賬率0.95倍,維持「跑輸大市」評級。 該行認爲,國泰航空最壞的情況已經過去,料公司2021年下半年淨虧損將較上半年減半,到2022年將進一步收窄,但該行認爲國泰在復甦方面落後於同行,最早要到2023年纔可能恢復收支平衡。 美銀證券料國泰航空今年及明年經調整虧損各爲102.66億及32.37億元,料2023年錄經調整盈利6.37億元。
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