《大行報告》大摩相信國泰(00293.HK)股價15日內將升
摩根士丹利發表研究報告,預測國泰航空(00293.HK)的股價在未來15日內有70%至80%機率會上升,指出根據TAC數據,截至本月11日香港來往至歐洲及北美航線的航空貨運費率,自9月初以來分別增長52%和58%,相信主要是來自於跨境電商需求強勁增長。
該行指出,國泰航空貨運業務對整體收入貢獻較大,今年上半年收入佔比達到約28.5%,相信貨運費率每升10%,將帶動明年國泰淨利潤增長22%,目前將國泰視為中國跨境電商強勁增長的主要受惠者,給予「增持」評級,目標價為10.5元。
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