《大行報告》大摩升新秀麗(01910.HK)評級至「增持」 目標價上調至13.8元
大摩發表的研究報告指,環球旅遊料會在未來數月重啟,而美國的航空公司亦公布,受惠內陸機復甦7月運力將回復至去年同期四成的水平,該行的歐洲航空公司分析師預期,今年第三季度按季將現強勁的復甦,估計未來數月環球旅遊業亦會有令人鼓舞的發展。中國市場亦進入復甦軌道,預期新秀麗(01910.HK)7至8月在內地銷售將有正面表現。疫苗方面,該行的生物科技分析團隊亦預計到6月份疫苗將有重大進展。
大摩預期股份將呈「W型」復甦,而其盈利則會呈「U型」復甦,估計好消息將提升市場對新秀麗的風險胃納,雖然宏觀負面因素及盈利遜色或會拖累股價向下,但公司有足夠的流動性,相信全面復甦只是時間問題,預期今年次季其EBITDA將見底,而明年次季則會轉正,將目標價由7.8元升至13.8元,評級由「與大市同步」升至「增持」。(el/u) ~
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