汇丰研究发表研究报告指，由于国泰(00293.HK) 货运收益率提高及燃料成本降低，故将国泰2024至2026财年经常性利润预测上调10%至29%。撇除优先股股息，国泰2024年下半年的经常性利润预测为54亿元(2024年上半年为35亿元)。另外，该行对国泰2024至2025财年的经常性利润预测，较市场共识高出6%至18%，至于2026财年则低4%。
另外，国泰早前公布已回购本金额为46亿元的可换股债券，未偿还本金为22亿元。汇丰认为国泰或会继续回购已发行的可换股债券以降低稀释风险，并显示其对现金流及长期前景的信心。该行将国泰目标价由8.3元上调至9.7元，评级由“减持”上调至“持有”。(js/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-01-07 16:25。)
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