智通财经APP获悉，摩根大通发布研报称，国泰航空(00293)上半年业绩未达市场预期，主要原因为上半年乘客收益率同比下降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。小摩将国泰航空股票评级从“中性”下调至“减持”，目标价从8.1港元略降至8.2港元，意味较现价约25%下行空间。
小摩表示，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%。
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