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《大行報告》摩通升國泰(00293.HK)評級至「中性」 目標價上調至8.2元
阿思達克 06-27 10:49
摩根大通發表報告指,國泰航空(00293.HK)舉行了業務更新電話會議,主要訊息包括雖然虧損按年有所收窄,但集團今年上半年料仍將錄得虧損;每月現金消耗少於5億元,並預計會維持數個月;運力正在恢復,但速度非常緩慢,未來需取決於香港的機組人員隔離政策;及貨運業務競爭更加激烈,同行在更大範圍的重新開放中積極增加運力。 該行上調國泰股份評級,由「減持」升至「中性」,目標價由6.3元上調至8.2元,反映行業增長樂觀,包括IATA近期調升全球航空旅遊展望。摩通認為,香港有空間微調旅行政策,候任行政長官李家超亦表示將審視檢疫安排作為優先事項。
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