热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　摩根士丹利发布研报称，基于国泰航空（00293）今年上半年业绩表现，将2025至2027年净利润预测分别下调7%、5%及7%，主要反映客运收益率预测下调，部分被成本控制改善所抵销；

　　同时上调资本支出预测，目标价由12.1港元下调至10.8港元。在营运前景存在不确定性下，该行维持国泰航空“与大市同步”评级，7%股息收益率或可限制下行风险。

　　该行指，若日本及泰国航线需求复苏优于预期，继而支持收益率表现，或会转向更积极看法。而中美贸易前景亦是变动因素，将影响货运业务势头。另外，该行考虑到燃油成本占国泰航空总成本约30%，油价走势亦是重要观察指标。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.