【大摩：予国泰航空“与大市同步”评级 公司预计2024年下半年业绩强势】金十数据12月24日讯，摩根士丹利发报告指，国泰航空(00293.HK)旅客出行需求强势，尤其是长途航线，电商带动货运需求强势。展望未来，国泰预计2024年下半年业绩强势，主要受惠于货运的强势需求、燃料价格降低，这部分被运力恢复期的旅客收益率的正常化所抵消。大摩对国泰的目标价为8.1港元，评级“与大市同步”。大摩指，国泰11月份的收入乘客千米数(RPK)同比增25.8%，达到2018年的78%；可用座位千米数(ASK)同比增21.3%，达到2018年的78%；乘客运载率(PLF)为83.5%，同比升3个百分点。随着电商的强势发展，货运吨数同比升15%，货运收入吨千米数(RFTK)同比升11.9%，达到2019年水平的79%，相比2024年10月有所改善；运载率(CLF)为62.3%，同比升1.2个百分点，但是相比于2019年下降6.3个百分点。
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