【大摩:国航业绩符合预期 予“增持”评级及目标价7.61港元】摩根士丹利发表报告指出,中国国航发盈警料去年净亏损1.6亿至2.4亿元,略低于该行预期的4.89亿元亏损。撇除外汇影响后,该行料国航去年将实现盈利,而第四季净亏损介乎7亿至8亿元,较2023年第四季净亏损24亿元大幅收窄,主要由于利用率改善及低油价。该行认为,国航业绩符合预期,料中国航空业去年接近收支平衡水平,今明两年毛利有望进一步改善。该行予国航“增持”评级,目标价7.61港元。

金融界
20 Jan
摩根士丹利发表报告指出,中国国航发盈警料去年净亏损1.6亿至2.4亿元,略低于该行预期的4.89亿元亏损。撇除外汇影响后,该行料国航去年将实现盈利,而第四季净亏损介乎7亿至8亿元,较2023年第四季净亏损24亿元大幅收窄,主要由于利用率改善及低油价。该行认为,国航业绩符合预期,料中国航空业去年接近收支平衡水平,今明两年毛利有望进一步改善。该行予国航“增持”评级,目标价7.61港元。

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