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《大行報告》匯豐研究料國泰航空(00293.HK)受惠放寬旅遊限制 可續獲市場重估
阿思達克 05-05 14:22
匯豐研究發表研報指,港府宣布自5月1日起容許非香港居民從海外入境,同時宣布放寬對機組人員的檢疫要求,預期將推動國泰航空(00293.HK)的運力提升。該行指出國泰自2020年初疫情爆發以來,其股價一直在5.95至7.81元之間波動,至本周二(3日)才突破8元大關,相信消息將帶來進一步重估,預期邊境管制措施進一步放寬將是未來的催化劑。 報告指出,首季香港收緊對機組人員的檢疫要求,導致國泰的貨運能力回落至2019年同期的約25%,但相信隨著要求鬆綁,客機機組人員酒店隔離期縮短至3日,貨運機組人員則完全豁免,國泰擬增加航班班次,特別是長途航線,預期客運及貨運能力都將提升。考慮到俄烏戰事影響亞歐地區運力,國泰現時提升貨運能力將可同時受惠於運費上漲的趨勢。 匯豐研究表示,維持早前預測不變,預期今年未扣除優先股股息前利潤將達到17億元,並預期明年客運量將恢復至2019年的約70%水平,重申「買入」評級及目標價10元不變。
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