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《大行》大和降國泰(00293.HK)評級至「跑輸大市」 目標價下調至9.5元
阿思達克 08-07 10:08
大和發表研究報告指,國泰航空(00293.HK)今年上半年純利按年升4%至36.51億元,受惠於停止與優先股股東的利潤分享,符合預期。集團維持每股股息0.2元,惟派息率由去年上半年的38%跌至今年上半年的35%。 該行指,整體而言,管理層對旅遊需求仍有信心,並重申其對2025年下半年客運收益率恢復正常的預期。集團計劃增加長途線班次頻率。另外由於近期需求低於平均水平,料日本航線或需時恢復。管理層強調,年初至今,貨運需求強勁,將積極地重新分配其全球航線網絡的運力。 大和將集團今年每股盈利預測下調1%,並將其目標價由10.5元下調至9.5元,其評級由「持有」降至「跑輸大市」。(ca/u) ~
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