大行評級|大摩:上調國泰航空目標價至11.6港元 上調今明兩年純利預測
大摩發佈研究報告指,看好國泰航空,主要是其派息率具吸引力,同時亦受經濟潛在復甦帶動強勁;然而,考慮到潛在業務及休閒旅遊需求復甦,其利潤率上升空間的吸引力不及內地三大航空公司H股,維持國泰評級爲“與大市同步”。
該行將今年及明年純利預測分別上升23.9%及26.7%,主要是員工成本下降。因飛機付運較預期慢,該行將公司今年及明年可用座位千米數(ASK)預測分別下調5.7%及8.4%,目標價由9.1港元上調至11.6港元。
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