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潘文傑先生 (Tommy Poon)
經理

現任職輝立經理。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
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國泰航空有限公司 (293)

Monday, September 26, 2022 Views1551

國泰航空  (293)

 

國泰航空,  連同旗下附屬公司 香港快運及  華民航空截至 2022年6月末持有共228架飛機,在疫情前,旗下航空公司直接聯繫香港至全球35個國家共 119個目的地。根據國際 航空運輸協會2019 年世界航空運輸業統計報告,集團在疫情前是全球第八大國際客運航空公司及 第三大國際貨運航空公司。

香港周邊外遊熱門地點完全, 或很大程度解除入境限制, 加上香港也放寬海外入境隔離措施至「0+3」, 不再需要入住隔離酒店, 大大減少港人外遊金錢成本和繁瑣手續, 因此, 措施一公佈即掀起外遊熱潮。

香港入境限制仍較海外地區嚴格, 令外國航空公司目前只提供較少航班來往香港。短期航班供應仍然緊張, 加上本地機票需求突然急增, 令機票價格水漲船高。 國泰航空以香港為基地, 相信可較其他外國航空公司更快受惠於這一波「報復式外遊」熱潮。預期此趨勢仍可維持一段時間。

股價在過去半年呈現上升趨勢, 短期隨著措施落實或會出現獲利回吐。投資者可等候股價調整時入場, 作短線操作。

 

建議

買入價:  8.3

目標價:  9.2

止蝕價:  8.0

 

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