一、评级与目标价调整摩根大通发布研报,将国泰航空(00293)的评级从“中性”上调至“增持”,同时将其目标价从9.1港元大幅提升至18港元。这一调整基于对亚洲全服务航空业步入盈利可见性和利润率韧性兼备的新时代的判断。国泰航空被认为在区域复苏与增长中处于领先地位,并因其强劲需求、纪律严明的运力管理以及资产负债表正常化的较早实现而获益。二、行业背景与国泰优势摩根大通指出,亚洲航空业正迎来供需关系改善的...
Source Link一、评级与目标价调整摩根大通发布研报,将国泰航空(00293)的评级从“中性”上调至“增持”,同时将其目标价从9.1港元大幅提升至18港元。这一调整基于对亚洲全服务航空业步入盈利可见性和利润率韧性兼备的新时代的判断。国泰航空被认为在区域复苏与增长中处于领先地位,并因其强劲需求、纪律严明的运力管理以及资产负债表正常化的较早实现而获益。二、行业背景与国泰优势摩根大通指出,亚洲航空业正迎来供需关系改善的...
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