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《大行報告》美銀證券上調國泰(00293.HK)目標價至6.3元 惟股價已反映復甦 評級「跑輸大市」
阿思達克 08-11 10:07
美銀證券發表報告指,國泰(00293.HK)上半年虧損53億元,稍好於該行預期的虧損60億元,主要由於香港供應收緊令貨物收益率創紀錄。隨著香港放寬旅客及機組人員隔離要求,該行預期可推動國泰今年下半年回復收支平衡,將集團今年盈利預測上調17億元,最新預期全年虧損42億元。 美銀將國泰股份目標價由6.15元上調至6.3元,評級維持「跑輸大市」。該行認為,雖然有更多重新開放相關新聞,但國泰估值相當於市賬率1.3倍,已反映復甦情況,而集團仍需面對貨運正常化及經濟衰退風險等挑戰。
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