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高盛:三大中資航企最看好南航(1055.HK) 因航空客運復甦勝預期
格隆匯 10-14 15:49

高盛發表研究報告指,南方航空(1055.HK)上月國內旅客週轉量按年上升1.6%,這是公司自去年12月以來首次錄得按年增長,表現勝高盛預估的10%跌幅。高盛本已預計黃金週航空營運數字強勁,但現時數據反映復甦時間比預期更快,相信與需求釋放和民眾對防疫信心加強有關,惟因全球仍然實施旅遊管制措施,故此國際線的旅客週轉量,一如預期疫弱。

高盛給予國航(0753.HK)、南航及東航(0670.HK)三間中資主要航空公司的投資評級均為買入,H股12個月的目標價分別為6.5港元、5.05港元、3.8港元,而A股目標價則為8.8元、7.35元、6元人民幣。

高盛解釋,看好三間中資航企,乃因其在內地的敞口較大、無燃油對衝以及未動用信貸充裕,當中最推介南航,因其內地敞口較高,貨運業務規模亦大。同時,高盛又給予春秋航空買入評級,目標價為59元人民幣。

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