智通财经APP获悉，国泰航空(00293)涨超5%，截至发稿，涨5.8%，报10.4港元，成交额1.56亿港元。
消息面上，国泰航空宣布，将于6月5日重启香港与意大利罗马的直航服务，新航线为每周三班的季节服务。这是国泰航空第二条连接香港与意大利的航线。除罗马外，国泰航空还会于今年开通香港往来印度海德拉巴、德国慕尼黑、比利时布鲁塞尔等的直航航班。而集团旗下低成本航空公司香港快运则会在1月开通香港往来日本仙台航线。两家航空公司的全球客运航点总数预计在今年内突破100个。
摩根士丹利近期发布研报称，将国泰航空目标价由8.1港元上调至9.1港元，维持中性评级。大摩把国泰航空2024至2026年盈利预测分别上调13.5%、7.4%及14%，以反映：1)航空燃油价格较低的假设；2) 11月份坚实的客运量表现，以及3)强劲的货运业务。此外，大摩也考虑到国泰回购可换股债券，调整了全面摊薄后的股份数目。汇丰研究发表研报指，由于国泰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%。该行将国泰目标价由8.3港元上调至9.7港元，评级由“减持”上调至“持有”。
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