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《大行報告》匯豐研究料國泰(00293.HK)7月份回復錄盈利 放寬檢疫下半年盈利更清晰
阿思達克 08-09 11:04
匯豐研究發表評級報告指,鑑於港府近日放寬抵港人士檢疫安排至「3+4」方案,該行認為完全取消隔離措施或較預期提早推出,並指由於直飛內地的國際航班仍有限,預計經香港轉機的內地居民數目將呈持續上升趨勢。 該行指,在運力增加的推動下,國泰現時的目標是,由早前指引的未來每月現金流消耗少於5億元轉至錄得正數,該行表示,非常確定國泰7月呈盈利收入,加上現時隔離措施放寬,料國泰盈利能力於下半年持續上升,由於旅遊情緒正持續改善,國泰或能提早達致其運力目標。 該行表示,維持國泰今年虧損預測為11億元不變,並料上半年呈50億元虧損,至於下半年,該行料錄得40億元盈利,維持其目標價為11元,重申評級「買入」。(ca/k) ~
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