《大行報告》瑞信上調國泰(00293.HK)目標價至11元 評級「跑贏大市」
瑞信發表研究報告指,本港自即日(26日)起將入境檢疫限制縮減至「0+3」,這將有助於更早釋放被壓抑的旅行需求。由於近期香港旅遊政策的積極取態,該行看好國泰航空(00293.HK)的復甦,並相信取消酒店檢疫將帶動客運需求顯著恢復。另外,該行預計,集團今年的虧損將收窄7%,略微將目標價由10.5元上調至11元,維持「跑贏大市」。
該行指出,由於增加航班容量需時,料國泰短期內的乘客收益率應保持在高水平。基於強勁被壓抑的旅遊需求及自第三季末的放鬆政策,預計集團全年的收益旅客公里(RPK)將略高於疫情前水平,並料2023及24年在航班正常化時,集團可分別恢復70%及105%。
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