高盛:予東航(0670.HK)“買入”評級 目標價4.2港元
東方航空(0670.HK)公佈將組成合資航空公司拓展海南市場,高盛視之為正面的消息,予東航“買入”評級,H股和A股目標價分別為4.2港元及6.1元人民幣。
東航宣佈,擬組合資航空公司拓展海南市場,將持51%股權,以合資公司註冊資本最高60億元人民幣計,即出資最高約30.6億元人民幣。
高盛發表研究報告指出,雖然有關協議仍處初階,尚待進一步商討和審批,但相信將有助東航開拓海南市場。內地政府近日已公佈設立海南自貿區,為該省包括旅遊業等各方面的發展,打下基礎,高盛留意到海南政府今次棄海南航空而選擇東航為合作伴。
高盛又提到,如果航空需求較預期弱、人民幣兑美元貶值以及油價高於預期,均會對東航的股價帶來風險。

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