《大行報告》瑞銀:國泰(00293.HK)去年下半年純利勝預期 派息令人驚喜
瑞銀發表研究報告指,國泰航空(00293.HK)去年下半年扣除優先股股息後純利錄51億元,高於瑞銀預測的43億港元,部分是由於收入略勝預期及稅項開支較預期少。
國泰又宣布恢復派發每股末期股息43港仙,股息率為約4.9%,為市場帶來驚喜。在較強勁的自由現金流創造能力支持下,該行預計國泰在不久將來可為股東帶來豐厚的現金回報,預期派息及盈利增長下股價將有正面反應。
由於收入好於預期,2023年下半年經營利潤較瑞銀預測高出3%,主要歸因於期內客運及貨運收益率跌幅較預期少。
瑞銀指,長久以來航空股的多元化投資組合表現一直跑輸大市平均水平,維持對國泰的「買入」評級,目標價11.5元,關注在管理層會在分析員會議上透露更多對營運前景的計劃及展望。
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