《大行报告》汇丰研究:中资航空股国内航线复苏强劲 指南航近周可用座位公里已达去年98%水平
汇丰环球研究发表报告表示,内地上周民航日均客座人数已达到去年54%水平,对比2月及4月分别为15%及30%水平,并指南方航空(01055.HK)引领在内地本土航线的复苏,於6月初可用座位公里(ASK)已达到去年98%水平。而该行重申对三大中资航空股均为「买入」投资评级。
该行指,内地过去七天民航日均客座人数按年下滑46%,即相当去年同期54%水平,但无论如何,较今年2月份(27万人次)按年大升2.32倍、亦比於今年4月份52万人次高出72%,并相信中资航空企业将可在全球同业中率先复苏,而中国亦放松外国航空公司的国际航班限制。
汇丰环球研究称,该行喜爱三大中资航空股,均为「买入」投资评级,分别予国航(00753.HK)目标价7.4元、予东航(00670.HK)目标价4.3元、及予南航目标价4.6元,并指三公司目前估值仅预测未来12个月预测市账率0.66倍,较自2011年以来平均数低出1.5个标准差,指估值吸引,料股价潜在升幅35%至53%。(wl/a)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.