中信里昂维持国泰(0293.HK)目标价12.4港元重申“买入”评级
中信里昂发表报告称,国泰航空(0293.HK)上周五有两位高层辞职,该行继续维持国泰目标价12.4港元,并重申“买入”评级,对盈利增长预测不变,同时认为现时估值吸引。

该行指出,国泰前行政总裁何杲,前商务及顾客总裁卢家培,为近期的事件辞职,短期内有助缓解国泰压力。国泰也表示愿意积极配合中国民航局,相信公司已尽一切努力去满足内地政府近期要求。
该行表示,虽然国泰希望近期事件风波过去,但未来挑战仍在增加,何杲及卢家培离任,公司失去两位良好的管理层。在运营方面,国泰仍要面对香港游客人数下降,以及内地公司抵制乘搭国泰,这都将为其带来巨大的收入挑战。
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