摩根大通发表研究报告指,国泰航空上半年业绩未达市场预期,主要原因为上半年乘客收益率按年下降12%,加上营运成本上升及竞争压力,与新加坡航空(SIA)相情况类似,反映亚洲高端全服务航空公司面临的挑战。摩通表示,尽管国泰航空上半年营运现金流强劲,其负债比率几乎未变,派息略有减少,但考虑到其相关发展,下调国泰航空2025至2027财年预测,较市场共识低5%至8%。摩通又将国泰航空评级从“中性”下调至“减持”。
摩根大通发表研究报告指,国泰航空上半年业绩未达市场预期,主要原因为上半年乘客收益率按年下降12%,加上营运成本上升及竞争压力,与新加坡航空(SIA)相情况类似,反映亚洲高端全服务航空公司面临的挑战。摩通表示,尽管国泰航空上半年营运现金流强劲,其负债比率几乎未变,派息略有减少,但考虑到其相关发展,下调国泰航空2025至2027财年预测,较市场共识低5%至8%。摩通又将国泰航空评级从“中性”下调至“减持”。
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