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高盛升首都机场(0694.HK)评级至“买入”目标价上调至8.1港元
格隆汇 08-22 15:07

高盛发表研究报告,指首都机场(00694.HK)是国内以旅客人数计最大的机场,以及拥有第二大的免税店业务,自2018年,免税店旅客人均收入累增27%,因此公司在第二航厦开设8间新店,及为第三航厦商店翻新。该行预期,首都机场可以於未来1-2年增加旅客消费,认为免税店收入是目前被忽视的市场。

该行预期,今年每旅客收入可增10%,明年可进一步增5%;今年零售收入占公司收入或可达35%,预期至2021年相关收入占比会升至40%,该行调升集团2019-21年盈利预期4%至13%,高于市场预期,目标价由7.5港元升至8.1港元,评级由“中性”升至“买入”

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