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《大行報告》摩通:國泰(00293.HK)股價或已反映大部分復甦樂觀情緒 評級「中性」
阿思達克 08-11 09:53
摩通發表報告指,國泰(00293.HK)公布中期業績,錄得50億虧損,反映在香港在年初第五波疫情實施旅遊限制的影響。該行指,當香港開始放寬其防疫限制,包括縮短抵港人士酒店隔離期及取消暫停載有受感染乘客的航班,國泰料今年下半年業績表現逐步改善,並看好聖誕及新年的航班預訂情況。 國泰正計劃在未來18至24個月內招聘4,000名前線員工,同時亦計劃逐步召回停泊於沙漠地區的客機,該行認為這意味著會有更高的維修成本。 該行續指,隨著客機容量被重新啟用,需求亦同時放緩,國泰預計貨運收入將會持續正常化。藉著香港放寬航空及隔離限制,國泰目標今年底貨運量增至疫前65%水平。 國泰股價在今年累升35%,相對恆指跌16%,現價相當於市賬率1.4倍,較歷史平均值高出1個標準差,估值比新加坡航空更高,相信大部分樂觀情緒已反映,維持國泰「中性」評級及目標價為8.2元。(ca/u) ~
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