《大行報告》美銀證券上調國泰(00293.HK)目標價至6.9元 評級「跑輸大市」
美銀證券發表評級報告表示,放寬入境檢疫措施應會刺激國泰(00293.HK)客運量的復甦,尤其從香港出境及商務等客人,均呈更高的利潤,該行預料國泰今年12月的運力將提高至正常運力40%至45%左右(原預期25%),明年則達致70%的水平,與新加坡航空看齊。
該行亦表示,鑑於需求被壓抑和參考其他早期重新開放市場的經驗,料公司明年收益率達25%,高於2019年的水平;惟該行表示,基於需求疲軟,貨運市場進入下行周期,及運輸供應上升,料貨運明年及2024年的收益率分別達50%及25%。
該行將國泰目標價由6.3元上調至6.9元,維持其評級為「跑輸大市」。(ca/k)
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