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M Stanley: CATHAY PAC AIR (00293.HK) Passenger Business Normalizes in Aug Amid High Base; Cargo Remains Resilient; Elevated Oil Prices Weigh on Short-term Earnings
2026-09-18 11:16:45
M Stanley released a research report saying that CATHAY PAC AIR (00293.HK)'s passenger business normalized in August amid a high base effect. Revenue passenger kilometers (RPK) in August this year increased 4% YoY (previously up 6.6%), while available seat kilometers rose 3.4% YoY (previously up 5%). Passenger load factor remained at a solid 87.2%, up 0.5 ppts YoY. The cargo business remained resilient, with management indicating stronger cargo demand growth supported by demand for semiconductors, pharmaceuticals and inventory replenishment.

M Stanley believes elevated jet fuel prices remain the key headwind to CATHAY PAC AIR (00293.HK)'s short-term earnings. Looking ahead, management expects passenger demand in September to soften seasonally before improving around the National Day Golden Week holiday, while cargo demand is expected to be supported by launches of high-tech products and the traditional peak season. The broker maintained its "Overweight" rating on CATHAY PAC AIR (00293.HK) with a TP of HKD16.9. (sl/da)~


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This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.