Cathay Pacific Airways Limited

SEHK:293 株式レポート

時価総額:HK$78.8b

Cathay Pacific Airways 配当と自社株買い

配当金 基準チェック /46

Cathay Pacific Airways配当を支払う会社であり、現在の利回りは6.69%で、収益によって十分にカバーされています。

主要情報

6.7%

配当利回り

n/a

バイバック利回り

総株主利回りn/a
将来の配当利回り6.6%
配当成長14.3%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向51%

最近の配当と自社株買いの更新

分析記事 Aug 11

Cathay Pacific Airways (HKG:293) Has Announced A Dividend Of HK$0.20

Cathay Pacific Airways Limited's ( HKG:293 ) investors are due to receive a payment of HK$0.20 per share on 9th of...

Recent updates

ナラティブの更新 Jun 03

293: Share Buyback Will Support Upside As Traffic Recovery Strengthens P/E Case

Analysts kept their HK$18.0 price target for Cathay Pacific Airways unchanged, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E, and pointing to recent more cautious research commentary as a reason to hold the line rather than move the target. What's in the News Cathay Pacific announced unaudited March 2026 traffic figures, reporting 12,418,605,000 Available Seat Kilometres, 11,446,209,000 Revenue Passenger Kilometres, 2,808,618 passengers carried with a 92.2% passenger load factor, and a cargo load factor of 62.9% on 1,339,646,000 Available Freight Tonne Kilometres and 843,017,000 Revenue Freight Tonne Kilometres.
ナラティブの更新 May 15

293: Margin Pressures And BNP Downgrade Will Undermine Traffic And Dividend Optimism

Analysts have trimmed their HK$ price target on Cathay Pacific Airways, citing a more cautious profit margin outlook and a recent downgrade from BNP Paribas, even though assumptions for revenue growth and future P/E remain steady. Analyst Commentary Bearish analysts are stressing that the trimmed HK$ price targets reflect a more conservative stance on Cathay Pacific Airways, with profit margin assumptions under closer scrutiny even as revenue growth and P/E inputs remain unchanged.
ナラティブの更新 Apr 29

293: Traffic Strength And Dividends Will Still Overstate Longer Term Earnings Power

Analysts have trimmed their HK$11.00 fair value estimate for Cathay Pacific Airways to HK$10.60, reflecting more cautious revenue growth assumptions and a slightly higher discount rate, in part aligned with recent more bearish Street research on the stock. Analyst Commentary Bearish analysts have become more cautious on Cathay Pacific Airways, with recent research pointing to increased execution and growth risks that they believe are not fully reflected in the share price.
ナラティブの更新 Apr 14

293: Share Buyback Will Support Upside As Higher P/E Case Persists

Analysts have trimmed their price target on Cathay Pacific Airways to HK$18.0, reflecting slightly higher assumed discount rates and only modestly adjusted expectations for revenue, profit margins, and future P/E multiples following the recent downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious, with at least one major house shifting to a more bearish stance on Cathay Pacific Airways.
ナラティブの更新 Mar 31

293: Share Buyback Will Support Upside As Higher P/E Case Emerges

Analysts have nudged their fair value estimate for Cathay Pacific Airways up from HK$17.51 to HK$18.00, citing updated assumptions on revenue growth, profit margins and future P/E despite a recent downgrade in Street research tone. Analyst Commentary Street research has turned more cautious on Cathay Pacific Airways, with at least one major house becoming more bearish on the shares.
ナラティブの更新 Mar 17

293: Rising Traffic And Payouts Will Still Overstate Longer Term Earnings Power

Analysts have lifted their price target on Cathay Pacific Airways to HK$10.90 from HK$9.10, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate, while keeping the future P/E broadly in line with prior estimates. What's in the News Cathay Pacific announced an interim dividend of HK$0.64 per share for the financial year ending 31 December 2025, with an ex dividend date on 31 March 2026, a record date on 2 April 2026 and payment on 7 May 2026 (company announcement).
ナラティブの更新 Mar 16

Cathay beats expectations in every regard, but threat from fuel costs linger

First of all, I have to eat humble pie: The lads and lassies from Hong Kong have made me looking foolish with my last estimate of their prospects, and I own up to my humbling. That said, it's my turn to fully acknowledge the carrier's success: In fact, Cathay has become one of the most profitable, attractive propositions in the whole aviation sector, with yields particularly in their important cargo business hard to match.
ナラティブの更新 Mar 03

293: Share Buyback Will Support Upside As Traffic Recovery Continues

Analysts have raised their price target on Cathay Pacific Airways to HK$17.51 from HK$14.95, citing slightly higher assumptions for revenue growth, a marginally different discount rate and an updated future P/E expectation, while keeping profit margin forecasts broadly in line with prior estimates. What's in the News Cathay Pacific reported December 2025 traffic, with 2,739,817 passengers carried, 21.8% more than December 2024, and Available Seat Kilometres of 13,028,694,000, 23.3% more than a year earlier; Cathay Cargo volume for the month was 152,175,000 kg, 6.0% more than December 2024, with Available Freight Tonne Kilometres 8.0% higher year on year (Announcement of Operating Results).
ナラティブの更新 Feb 17

293: Share Buyback And Traffic Recovery Will Support Future Upside

Analysts have kept their HK$14.95 price target for Cathay Pacific Airways broadly unchanged, citing only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their refreshed model. What's in the News Cathay Pacific reported December 2025 group traffic, with 2,739,817 passengers carried, 21.8% more than December 2024, and Available Seat Kilometres of 13,028,694,000, up 23.3% year on year (Announcement of Operating Results).
ナラティブの更新 Feb 03

293: Lower Discount Rate And Planned Buybacks Will Support Future Upside

Analysts have nudged their fair value estimate for Cathay Pacific Airways slightly higher to HK$14.95 from HK$14.86. This reflects updated assumptions around discount rates, modestly stronger revenue growth and a slightly adjusted future P/E outlook.
ナラティブの更新 Jan 20

293: Shareholder Payout And Traffic Recovery Will Likely Support Only Limited Upside

Analysts have raised their price target for Cathay Pacific Airways to $11.26 from $10.94, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that together indicate a modestly higher fair value estimate. What's in the News Cathay Pacific has scheduled a Special and Extraordinary Shareholders Meeting for February 12, 2026, at 14:30 China Standard Time in Hong Kong, with formal resolutions likely to draw investor attention (Key Developments).
分析記事 Jan 18

Cathay Pacific Airways (HKG:293) Might Have The Makings Of A Multi-Bagger

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
ナラティブの更新 Jan 05

293: Lower Discount Rate And Planned Buybacks Will Support Future Upside

Analysts have raised their fair value estimate for Cathay Pacific Airways from HK$12.98 to HK$14.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E levels.
ナラティブの更新 Dec 18

293: Higher Price Outlook Will Likely Overstate Longer Term Earnings Power

Analysts have raised their price target on Cathay Pacific Airways to HK$9.10 from HK$8.20, citing slightly stronger long term revenue growth assumptions, a modestly lower discount rate, and a marginally higher future earnings multiple that together offset a largely unchanged profit margin outlook. What's in the News Board meeting scheduled for March 11, 2026, to announce annual results for the year ending December 31, 2025, and to consider a second interim dividend in lieu of a final dividend for 2025 (Key Developments) Board of Directors to consider launching a share repurchase program, under which the company would buy back its own shares, as announced on November 7, 2025 (Key Developments) Valuation Changes Fair Value has risen slightly, with the analyst target increasing from HK$8.20 to HK$9.10 per share.
ナラティブの更新 Dec 04

293: Shareholder Payout Plans Will Likely Mask Limited Long Term Upside

Analysts have raised their price target on Cathay Pacific Airways by approximately HK$0.15, reflecting slightly stronger assumptions for long term revenue growth, profit margins, and valuation multiples. What's in the News Cathay Pacific has scheduled a board meeting for March 11, 2026, to announce annual results for the year ending December 31, 2025, signaling upcoming clarity on full year performance (company event filing).
ナラティブの更新 Nov 20

293: Passenger And Cargo Momentum Will Likely Sustain Balanced Outlook

Cathay Pacific Airways' analyst price target has seen a minor decline from $10.80 to $10.79, as analysts adjust their outlook in light of slightly moderated profit margin expectations and updated financial projections. What's in the News On November 7, 2025, Cathay Pacific Airways' Board of Directors announced they will consider implementing a share repurchase program, which would enable the company to buy back its own shares (Key Developments).
ナラティブの更新 Nov 05

293: Passenger And Cargo Gains Are Expected To Sustain Fair Valuation

Analysts have recently raised their price target for Cathay Pacific Airways from $10.59 to $10.80. They cite incremental improvements in profitability and a slightly lower discount rate as supporting rationale for the adjustment.
分析記事 Oct 28

Benign Growth For Cathay Pacific Airways Limited (HKG:293) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 7.6x Cathay Pacific Airways Limited ( HKG:293 ) may be sending bullish...
分析記事 Sep 25

The Return Trends At Cathay Pacific Airways (HKG:293) Look Promising

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
ナラティブの更新 Sep 20

Intensive Flight Expansion Will Lower Yields Amid Rising Geopolitical Tensions

An uptick in consensus revenue growth forecasts for Cathay Pacific Airways has supported a slight increase in the Analyst Price Target, which has risen from HK$10.38 to HK$10.59. What's in the News Cathay Pacific reported strong traffic growth for July, with passenger numbers up 24% and cargo volumes up 11% year on year; HK Express saw passenger growth of 22% in July and 31.6% year to date.
ナラティブの更新 Sep 05

Intensive Flight Expansion Will Lower Yields Amid Rising Geopolitical Tensions

With the discount rate declining modestly alongside an essentially unchanged future P/E, Cathay Pacific Airways’ analyst price target remains steady at HK$10.38. What's in the News Cathay Pacific reported strong passenger and cargo traffic growth year-on-year, with July 2025 passenger numbers up 24% and cargo volumes up 11%; year-to-date passenger growth reached 27%, and cargo up 11.2%.
分析記事 Sep 03

Cathay Pacific Airways (HKG:293) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Aug 11

Cathay Pacific Airways (HKG:293) Has Announced A Dividend Of HK$0.20

Cathay Pacific Airways Limited's ( HKG:293 ) investors are due to receive a payment of HK$0.20 per share on 9th of...
分析記事 Jul 14

Improved Earnings Required Before Cathay Pacific Airways Limited (HKG:293) Shares Find Their Feet

Cathay Pacific Airways Limited's ( HKG:293 ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a buy...
分析記事 Jun 17

Cathay Pacific Airways (HKG:293) Is Doing The Right Things To Multiply Its Share Price

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
新しいナラティブ Apr 06

Narrow-body Expansion And E-Commerce Cargo Will Improve Operations

Anticipated aircraft deliveries and e-commerce cargo expansion are poised to drive revenue growth through increased capacity and rising market trends.
新しいナラティブ Mar 27

Cathay Pacific well-placed in growth markets, but share price entirely depending on valuation

Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapor

決済の安定と成長

配当データの取得

安定した配当: 293の配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: 293の配当金は過去10年間にわたって増加しています。


配当利回り対市場

Cathay Pacific Airways 配当利回り対市場
293 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (293)6.7%
市場下位25% (HK)2.8%
市場トップ25% (HK)6.9%
業界平均 (Airlines)3.3%
アナリスト予想 (293) (最長3年)6.6%

注目すべき配当: 293の配当金 ( 6.69% ) はHong Kong市場の配当金支払者の下位 25% ( 2.82% ) よりも高くなっています。

高配当: 293の配当金 ( 6.69% ) はHong Kong市場の配当金支払者の上位 25% ( 6.92% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: 293の配当金は、合理的な 配当性向 ( 50.8% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: 293の 現金配当性向 ( 32.8% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/08 14:12
終値2026/06/08 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cathay Pacific Airways Limited 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
Patrick XuBarclays
Wei FangBNP Paribas
Nathan GeeBofA Global Research