大行評級 | 大摩:國泰1月截客量持續改善,目標價10.7港元
格隆匯2月16日丨大摩發研報指,對國泰航空(0293.HK)持建設性(constructive)的看法,預期持續的截客量復甦將是帶動集團盈利增長的關鍵,評級“增持”,目標價10.7港元。報吿指,國泰1月收入乘客千米數(RPK)回覆到2019年38%水平,可售座位公里(ASK)按月增加18%至2019年的37%,客座率(PLF)按月提升3.5個百分點至86.8%。貨運方面,由於受季節性影響,1月的貨物收入噸千米數(FRTK)為疫前的63%,較去年12月回落約11%;運載率(CLF)為62.2%,較2019年增0.6個百分點。國泰預料往返內地,包括點對點直航及經香港轉機的接駁航班需求會持續增長。該股現報7.74港元,總市值498億港元。

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