國泰航空 (293.HK): 半年報點評,維持目標價和評級 August 24, 2018

投資概要

在需求復蘇,成本小漲推動下,國泰航空半年減虧近九成。我們認為,下半年公司業 績前景好壞參半,需求端復蘇持續下,成本將維持溫和增長,正面因素來自於燃油對 沖損失將逐漸減小,負面因素來自于應占溢利將因國航的匯兌損失而縮水。我們暫維 持對公司的財務預測和目標價14.3 港元不變,維持增持評級。(現價截至2018 年8 月 22 日)

About the author

Profile photo of Zhang Jing

Zhang Jing
Phillip Securities (HK)

Bachelor Degree in Tongji University of Engineering; Master Degree in East China Normal University of finance. Currently covering the automobile and air sectors. She has years of experience in investment research and is good at combining analysis for the companies with industry prospects.

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