《大行報告》摩通上調國泰(00293.HK)目標價至8.4元 評級「中性」
摩根大通發表報告指,就國泰航空(00293.HK)發盈警,預料去年淨虧損介乎64億至70億元,這不單是擴大按年淨虧損,而且亦超出市場預測。
該行指即使內地早於預期放寬防疫政策,惟國泰仍保持其航運指引不變,料今年底前營運可回復到疫前70%水平、估計至明年則可完全恢復正常,這反映了隨著運力增加、以及在1月初部分國家基於擔憂對內地出現前所未有的感染浪潮和新變種病毒等風險,而實施額外的旅遊限制。
摩通表示,將國泰目標價由8.2元上調至8.4元,相當於預測今年12月市賬率1.2倍,維持「中性」評級。(ca/w)
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