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大行評級 | 裏昂:重申國泰航空(0293.HK)優於大市評級 目標價升至7.3港元
格隆匯 12-15 12:25
格隆匯12月15日丨中信裏昂發表研究報告指,國泰航空(0293.HK)的客運業務將迎來不明確的新一年,而其貨運業務則因強勁需求和供應鏈中斷所帶來的收益而保持強勁。該行指,新的電子商務平臺不太可能在2021-23年作出有意義的貢獻,但將增強其盈利彈性,考慮到更高的貨運收益率和網購平臺,將今年的虧損預測從140億元調整至125億港元,明年的虧損預測亦從45億元收窄至38億港元,又將其目標價由7.1港元上調至7.3港元,重申“優於大市”評級。
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