国泰航空预计短期受惠于票价高企但被油价上升所抵消

摩根大通
Mar 12

一、业绩预期与评级摩根大通发布研报指出,国泰航空(00293)即将公布去年业绩。该行维持对国泰航空及新加坡航空的“增持”评级,并分别给予18港元和8.4坡元的目标价。尽管近期全球航空业受到伊朗冲突的影响,导致部分旅客和托运人转向新加坡、中国香港及其他亚洲枢纽,但国泰航空和新加坡航空因具备强劲的资产负债表、审慎的燃油对冲策略、灵活的航线网络以及对关键航道的独特准入权,预计可跑赢其他全球同业。二、短期...

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