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大和:波音737 MAX將於明年重返市場服務 首選中國航信(0696.HK)
格隆匯 12-23 16:32

大和發佈報告稱,波音737 MAX將會在2020年重返市場服務,為市場帶來容量及客量的增長。該行表示,首選中國航信(00696.HK),並推薦中航科工(02357.HK)、國泰航空(00293.HK)及南方航空(01055.HK)。

該行稱,將予中航科工(02357.HK)“買入”評級,目標價由5.7港元升至6港元;予國泰航空(00293.HK)“買入”評級,目標價由12.6港元升至13.1港元;南方航空(01055.HK)評級由“持有”上調至“買入”,目標價由5.2港元升至6.2港元。

該行預計,當波音737 MAX重返市場後,內地的航空載客量在2020年能同比擴張10%,國際航線能出現同比低雙位數增長。另外,由於中國的“十三五”(2016-2020)計劃中,中央目標航空業能達5000部飛機,但今年上半年只達2500部,該行表示,相信訂單及航運等會加速增長。

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