瑞银:升国泰航空(00293.HK)目标价15%至19.4港元 估全年利润达139亿创新高

智通财经
Aug 07
【瑞银:升国泰航空(00293.HK)目标价15%至19.4港元 估全年利润达139亿创新高】智通财经APP获悉,瑞银发布研报称,虽然上半年燃油成本同比大幅上升58%,并占国泰航空(00293.HK)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139亿港元,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%。该行维持公司“买入”评级,目标价上调15%,由16.9港元升至19.4港元。

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