大行評級|花旗:下調國泰航空目標價至10.2港元 下調2024至26年核心盈測
花旗發表研究報吿指,旗下交通領域團隊近日與亞洲及澳洲逾百名投資者交流討論後,預期亞洲航空公司遠期飛機票價將於今年末至明年初的冬季開始趨向正常化,重申看好亞太地區航空公司,認為由於北亞和北美寬體客機交付量要到2027年才會出現較大幅度回升,因此相信專注於太平洋航線(中國以外)的航空公司可通過積極增加運力,來捕捉區內定價高企的利好趨勢。該行將國泰航空的目標價從11.6港元下調至10.2港元,評級“買入”,並將今明兩年載客收益率預測分別上調至較疫情前同期高31%及24%,此前預測為高22%及17%。花旗並將國泰2024至2026年核心盈利預測下調2%至6%。
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