《大行》大摩上調國泰(00293.HK)目標價至12.1元 評級「與大市同步」
大摩發表報告指,國泰(00293.HK)客運量勝預期,但貨運業務的不確定性仍然存在,認爲該股估值有支持,但上漲空間有限。維持「與大市同步」評級,目標價上調21%至12.1元。
該行認爲國泰上半年的乘客盈利有機會勝預期,首五個月客運收益公里數(PRK)按年增長約30%,加上乘客運載率持續改善,將爲國泰航空的上半年業績帶來上升動力,預期國泰上半年將錄得營業盈利66億元,營業利潤率爲12%。
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