匯豐研究:首予首都機場(0694.HK)“買入”評級 目標價9.5港元
匯豐環球研究發表報告,首次覆蓋研究首都機場(00694.HK),予其“買入”評級,目標價9.5港元。該行表示,以去年的旅客吞吐量計,北京首都國際機場為全球第二繁忙的機場,其在該行專有的關鍵成功因素指標上得分很高。
匯豐指,首都機場股價過去五年上升29%,優於國企指數的1%跌幅,但落後於上海國際機場(600009.SH)的401%升幅,相信集團股價表現欠佳主因去年6月宣佈取消機場費、新建北京大興國際機場造成潛在客流損失,以及關聯交易的不確定性,但認為股價表現是過度跑輸。
該行又稱,首都機場股價自今年8月的低位反彈27%,跑贏國企指數21%。隨着對客流量增長軌道有更大的可見度,有利的乘客組合加上並無大筆資本開支,相信是該股重新估值的開始。

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