大行评级丨瑞银:上调国泰航空目标价至19.4港元,维持“买入”评级

格隆汇
Aug 06
瑞银发表研报指,虽然上半年燃油成本同比大幅上升58%,并占国泰航空营运开支38%,公司的核心纯利仍同比增长45%。该行指出,由于下半年属季节性旺季,加上受中东地缘政局影响,燃料价格可能下降,预计下半年业绩仍有进一步上涨空间。该行预期公司全年纯利将达139亿元,同比增长28%,创历史新高。瑞银上调国泰2026至28年盈测介乎10%至21%,并预计期内经营利润率达13至15%;维持“买入”评级,目标价由16.9港元上调至19.4港元。

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