Cathay Pacific Airways (293) Earnings: November Passenger Traffic Jumps 26% as Cargo and Load Factor Strengthen

Cathay Pacific Airways on Smartkarma

Analysts on Smartkarma, such as Osbert Tang, CFA and David Blennerhassett, are optimistic about Cathay Pacific Airways. Tang’s report titled “Cathay Pacific (293 HK): Buyback of Qatar-Owned Shares Is Positive” highlights the buyback of Qatar Airways’ stake, which is expected to boost EPS and ROE for FY26 and FY27, potentially leading to inclusion in the HSI. Tang suggests that the consensus forecast of a 24.2% YoY earnings decline in 2H25 is too conservative, indicating a possible upside surprise. The company’s FY25-27F ROE is at a record level since 2013, with potential for significant upside.

Similarly, David Blennerhassett‘s analysis, “Cathay (293 HK) Takes Out Qatar Airway’s Stake,” describes the buyback as a ~10.5% boost to Cathay’s EPS. While he notes it’s not a high conviction trade, he sees potential opportunities in Cathay’s acquisition of Qatar Airways’ stake. The outlay of HK$6.96bn for the transaction and the subsequent increase in Swire Pacific and Air China’s stakes in Cathay highlight the strategic implications of this move in the airline industry.

A look at Cathay Pacific Airways Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Looking ahead for Cathay Pacific Airways, the company seems to have a promising long-term outlook based on its Smartkarma Smart Scores. With a solid score in Growth and Dividend, it indicates that the company is positioned well for expansion and providing returns to its investors. Additionally, a strong momentum score suggests that Cathay Pacific Airways is moving in the right direction in terms of market performance. Although the Value and Resilience scores are slightly lower, the overall outlook remains positive for the company.

Cathay Pacific Airways Limited, an airline company that offers scheduled airline services and related services such as airline catering and aircraft handling, seems to be in a favorable position for future growth and stability. The company’s high scores in Growth and Dividend reflect its potential for expansion and rewarding shareholders. Coupled with a decent Momentum score, Cathay Pacific Airways appears to be on a path towards sustained success in the aviation industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
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