美蘭空港(0357.HK)大漲近20% 欲再創歷史新高
格隆匯7月15日丨創新高後連續回調3個交易日的美蘭空港(0357.HK)今日重新走強,盤中一度漲近20%至最高35.55港元,逼近7月9日創出的歷史新高36.4港元,現漲18.35%報35.15港元,暫成交4.85億港元,最新總市值167億港元。該股月內累漲超220%。文化和旅遊部辦公廳發佈通知,推進旅遊企業擴大復工復業,恢復跨省(區、市)團隊旅遊。大摩近日發報告給予美蘭空港增持評級,目標價37港元。大摩表示,由於美國、巴西、歐洲等地的公共衞生事件持續發酵,中國政府對國際航班持續嚴格控制,將導致未來9-12個月中國旅客的旅遊目的地從海外回到國內,由於海南島與一些受歡迎的海外旅行目的地相似,因此海南島或成為替代旅遊勝地,將帶動美蘭空港的乘客上升空間。預計美蘭空港的免税收入將實現可持續發展增長。從長遠來看,試點計劃放寬海南航空政策,外國航空公司享有更多自由,使美蘭空港成為國際樞紐機場。

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