《大行》大摩:大湾区航空取消航班 对国泰(00293.HK)及内地航空公司有潜在正面情绪影响

阿斯达克财经
22 Jan

摩根士丹利发表报告,大湾区航空取消航班可会对国泰航空(00293.HK) 及内地航空公司产生正面情绪,虽然国泰并不直接与大湾区航空竞争,但可能会受惠于市场情绪改善。而值得注意的是,国泰亦拥有香港快运这间廉航公司。
该行称,今次事件对年内地航空公司的直接影响较小,但反映出航空业出现持续供应中断的情况,这亦是之前强调会推动中国航空公司进入为期多年上升周期的主要因素。(mn/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-21 16:25。)

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