國泰(00293.HK):料運力於2024年全面復甦
國泰航空(00293.HK)候任行政總裁林紹波向分析師表示,香港在9月底放寬檢疫要求後,市場旅遊氣氛顯著改善,10月客運運力升至疫情前的21%,貨運運力亦達到63%。上月公司仍有59架飛機停泊,但已低於6月的69架,同時亦恢復飛往51個航班目的地,高於年初的29個。
至於香港快運方面,截至10月底恢復飛往12個目的地,高於年初時的4個,預計運力可在明年3月前回復至疫情前的水平。整體而言,目標集團運力在明年底前達到疫情前的70%,並在2024年全面復甦。
他稱,目前已在隧道盡頭中看到曙光,雖然仍有很多不利因素,但公司仍對未來數年充滿信心。隨著國際旅遊重開,公司的可用流動資金在截至10月的4個月內增加約7%至286億元,自5月以來一直透過營運層面來產生現金,預計這個勢頭將持續到下半年。
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