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國泰(00293.HK):今年至今續錄經營正現金流 料上半年將錄綜合盈利
國泰(00293.HK)顧客及商務總裁劉凱詩表示,對夏季客運高峰期的需求保持樂觀,預料留學生在學期結束後返港將增加客運量。在重建航線網絡方面,除早前已公布將於今年8月及10月分別恢復約翰內斯堡及芝加哥航班外,亦將於今年12月16日至明年2月29日期間,恢復每周三班往返新西蘭基督城的季節性航班。 此外,她指夏季的貨運需求傳統上較為淡靜,預期將於第三季末才有顯著的回升。由於整體貨運供過於求,市場競爭料更為激烈。公司將分配更多貨機運力予北美的多倫多和邁亞密貨運航點。 她續稱,集團的航空業務表現錄得強勁的反彈,現金流持續改善,繼去年實現整體經營正現金流後,今年至今繼續錄得經營正現金流。此外,集團於去年度業績報告書,提及一項視作出售中國國航(00753.HK)(由18.13%減持至16.26%)而產生估計約19億元的一筆過非現金收入,將會在今年上半年確認。因應上述因素,以及聯屬公司延遲三個月發表的業績報告帶來的抵銷效應,預計集團仍將於今年上半年錄得綜合盈利。
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