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《大行報告》大和降國泰(00293.HK)評級至「跑贏大市」 目標價維持9.5元
阿思達克 01-17 11:11
大和發表報告指,雖然近期全球旅遊需求強勁復甦,但見到國泰(00293.HK)營運上面對兩個關鍵拖累因素,包括外國旅行限制和員工糾紛。該行認為國泰短期股價上升空間有限,因此將評級由「買入」下調至「跑贏大市」,目標價維持9.5元。 報告指,在內地宣布免檢疫國際旅行後,注意到部分國家重新對中國航班或旅客實施旅行限制。此外,國泰的機艙服務員工會稱因工時過長,宣布將按章工作,而且可能會有升級的工會行動,該行預計這兩個因素將在短期內抑制國泰的股價上升空間。
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