CLSA has released a research report indicating that SWIRE PACIFIC A (00019) saw a 48% year-on-year increase in recurring profit for the first half of the year, with contributions rising across all reported segments. Beyond Cathay Pacific Airways (00293), significant operational improvements were also noted in the company's mainland China property business, beverage operations, and port operations.
The brokerage has raised the target price from HK$113 to HK$114, while maintaining an "Outperform" rating. CLSA has upgraded its recurring profit forecasts for SWIRE PACIFIC A for 2026 and 2027 by 4% and 2% respectively, to HK$12.7 billion and HK$14 billion. Additionally, the annual ordinary dividend forecasts have been increased to HK$4.2 and HK$4.4 per share for those years.
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