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國泰(00293.HK):香港快運來往港日預訂量恢復 增新航線分散風險
阿思達克 08-06 17:40
國泰航空(00293.HK)公布中期業績,旗下香港快運(Hong Kong Express)錄得5.24億元稅前虧損,國泰航空行政總裁林紹波指,相關表現主要基於兩個原因,包括日本地震謠言,令5、6月往來香港及日本的需求大減。但隨著7月謠言散去,往來港日的航班預訂量有所恢復,8月預訂量顯著上升,但他認為正常化仍需要時間。 另外,香港快運在過去一年推出很多新航線,以分散風險。過往日本佔整體航線約五成,隨著韓國、台灣等新航線推出,日本航線的佔比會逐漸下降。他表示這些新航線需時成熟,不會立即盈利,但他認為公司朝正面發展,單位成本及飛機使用率等指標都有改善,他對公司重回正面財務軌道有信心。國泰宣布向波音增購14架777-9飛機,林紹波表示,會審慎檢視投資,確保集團財務穩健。 票價方面,顧客及商務總裁劉凱詩表示,國泰在不少長途航線增加運力,例如北美航線運力增加50%;供應增加,票價有所下調,亦是預期之內。收益率方面,利潤率較低的長途航線及過境旅客比例提高,對收益率有負面影響,但同時載客量提高,加上商務艙入座率提升,帶來正面影響。展望下半年,她相信入座率勢頭可保持,客運業務會持續增加新航點,以及增加現有航線的航班量。貨運方面,她表示雖然上半年受到關稅等因素影響,但表現仍然不錯,部分因客戶趕及於關稅實施前搶運,集團會保持彈性,靈活調整配置。 招聘方面,主席賀以禮表示由於過去幾年集團處於重建階段,而現時重建階段已過去,集團會繼續招聘,但規模會與歷史平均水平相若。林紹波表示,集團於年底將會有約4,000名內地員工,在員工總數3.6萬人中佔了很重位置。 展望下半年,林紹波表示仍然面對不確定因素,包括貿易戰未明朗等,但集團會繼續投資,未來投資額已超過早前承諾的1,000億元。國泰會繼續出力與機管局合作,建設香港作為國際航空樞紐角色。
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