大摩：维持国泰航空(00293)“与大市同步”评级目标价降至10港元

智通财经2025-04-16

智通财经APP获悉，摩根士丹利发布研报称，下调国泰航空(00293)目标价13.8%，从11.6港元降至10港元，维持“与大市同步”评级。大摩下调对国泰2025-2026年盈利预测1.4%和8%，主要反映货物收益预测温和下降，部分被燃料预测降低所抵消。同时引入2027年盈利预测93亿港元。在当下阶段，大摩还未引入更多激进的盈利预测，因为其认为中国香港市场的定价以及燃料价格降低将缓冲潜在的需求疲弱。...

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大摩：维持国泰航空(00293)“与大市同步”评级 目标价降至10港元

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大摩：维持国泰航空(00293)“与大市同步”评级目标价降至10港元