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瑞银:下调国泰(0293.HK)目标价至11.5港元 料上半年亏24亿港元
格隆汇 02-05 15:35

瑞银报告指,国泰(00293.HK) 宣布逐步削减约九成前往内地的航班,未来亦将视乎市场情况及其他因素而大幅减少网络的其他航班,估计未来两月将削约30%的运力,该行认为措施反映了航班需求现时非常弱,短期展望凄凉。

该行表示,将国泰2020年运载量(可用座位千米数)预测由升4%调整至按年跌8%,以反映未来两月运力跌30%并将于次季逐步回复的估算,而载客(收入乘客千米数)方面预测则由早前的升4%调整至按年跌12%。该行现时估计今年上半年公司将录24亿港元亏损,但下半年则录微利,但具体情况仍要视乎武汉肺炎疫情及需求回复情况。

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