《大行》大摩上调国泰(00293.HK)目标价至12.1元 评级“与大市同步”

阿斯达克财经
Jul 08

大摩发表报告指,国泰(00293.HK) 客运量胜预期,但货运业务的不确定性仍然存在,认为该股估值有支持,但上涨空间有限。维持“与大市同步”评级,目标价上调21%至12.1元。

该行认为国泰上半年的乘客盈利有机会胜预期,首五个月客运收益公里数(PRK)按年增长约30%,加上乘客运载率持续改善,将为国泰航空的上半年业绩带来上升动力,预期国泰上半年将录得营业盈利66亿元,营业利润率为12%。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 16:25。)

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