《大行報告》瑞信:港明天起將取消黃碼 與內地再通關憧憬利好國泰(00293.HK)
瑞信發表報告指,港府宣布明天(14日)起免掃安心出行及取消黃碼,實際上取消對入境旅客所有限制;報告相信有助帶動旅遊需求,認為在航班運力仍然緊張的情況下,近期國泰(00293.HK)的乘客收益率應該保持高位。至於國泰工會早前宣布,空勤人員可能在聖誕節或新年期間罷工,該行指,任何對航班運力的干擾都應該為收益率提供進一步的上升空間。
瑞信指,與內地再通關憧憬料短期續利好對國泰投資情緒。雖然宏觀經濟疲軟和收益率正常化可能對中期復甦構成風險,但考慮現估值相當預測2024年市賬率僅0.9倍,認為估值並不算高。
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