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港股異動丨北京首都機場股份漲5.61% 大興機場影響弱於預期 大行唱多
格隆匯 12-18 13:51
格隆匯12月18日丨北京首都機場股份(00694.HK)漲5.61%,報7.72港元,成交4449萬港元,總市值353.5億港元。摩根大通近日發表研究報告指,首都機場近日公佈增加派息比率的方案、零售租金收入增加、免除本地航班的着陸附加費等因素,調整交通流量的預期。首都機場首十一個月客運量持平,國際乘客升1.6%,反映大興機場啟用後影響較小。另外,從2019/20年的冬季及春季航空時間表來看,首都機場仍然能夠維持北京主要機場的地位。目標價由13.9港元上調至14.2港元,維持“增持”評級。德邦證券此前亦發佈研報,建議給予公司20倍的估值,對應目標價為11.6港元。首次覆蓋給與“買入”評級。
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