《大行報告》摩通升國泰(00293.HK)評級至「增持」 目標價上調至11元
摩根大通發表報告指出,亞洲航空公司的收益率上升和盈利能力強勁,因爲區內尤其是包括香港及中國內地的機隊運力恢復情況,繼續落後於需求上升趨勢。
該行認爲,前所未有的旅行復蘇,機票價格可能在較長時間內保持較高水平,將國泰航空(00293.HK)投資評級由「中性」上調至「增持」,估計公司將追隨區域同行如新加坡航空及澳洲航空以及國際同行如歐美航空公司的腳步,國泰上半年盈利超預期表明新冠疫情後其盈利能力被低估,目標價由8.5元上調至11元。
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