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《大行報告》大和上調國泰(00293.HK)目標價至9.5元 評級「跑贏大市」
阿思達克 07-11 10:16
大和發表研究報告,重申對國泰航空(00293.HK)的「跑贏大市」評級,指出港府宣布暫緩個別航線熔斷機制,因此對監管放寬下的旅行需求復甦變得更有信心。 該行表示,雖然現時本港確診數字仍持續上升,但新一屆政府表明支持放寬防疫限制,預期隔離要求可於最快今年第三季由「7+7」放寬至「5+2」,但相信只會有助於必要商務及留學出行,不大可能會導致大規模的旅行需求復甦。 大和又指,隨著中國內地放寬檢疫規定,深圳政府已將香港每日入境配額從1,300人增加到2,000人,憧憬兩地邊境重新開放,將增加香港航空流量,令香港成為內地旅客出國的主要中轉站。該行重申國泰「跑贏大市」評級,目標價由8.2元升至9.5元,維持2022至2024年各年盈利預測,估計收入乘客千米數(RPK)將分別恢復至2019年同期的10%、34%和51%。
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