大和:维持国泰(0293.HK)持有评级 传国泰港龙或与香港快运合并
大和总研发表研究报告指,根据几家媒体报道,国泰航空(0293.HK)计划重组其航空公司品牌并削减人员成本,但尚未进行官方公布,而国泰发言人表示将採取任何措施,该行维持其持有评级。
大和指,根据报道,投资者认为国泰港龙航空将与国泰或香港快运合并。报道指,机师的薪金将削减30%,同时缩小机队规模,而减薪应该是集团性的,而不仅仅是机师。该行指,在高度不确定的乘客量恢复情况下,特别是在国际航线上,尽管大多数航班已经停飞,并且已向员工提供无薪假,但公司仍需要进行重组以维持运营。

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