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《大行報告》瑞信下調北京首都機場(00694.HK)目標價至6.5元 評級「中性」
阿思達克 03-11 10:42
瑞信發表報告表示,當中國感染新型肺炎患者開始受控和減少,有更多湖北以外的飛機復飛,指2月尾已見載客率有輕微改善,但相信全球疫情的陰霾仍然影響航空業前景,預期中國境內飛機往返會於短期維持較弱的情況,而商業活動減少、裁員、工資減少亦會影響消費意慾;國際線需求相對較少,但需時復甦。

該行表示,隨著疫情持續受控,預期中國境內航空需求會於第二季末開始復甦,包括商業活動和暑期休閒需求;國際線方面需時復甦,預期客量會於首兩季分別下降50%及30%,今年下半年回復正常,該行決定降首都機場(00694.HK)2020年盈利預期28%,將目標價由7.4元降至6.5元。

該行又指,大興機場的落成亦有助首都機場優化航時,及國際業務擴張,但過渡期間業務受影響,維持首都機場「中性」評級。

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