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《大行报告》瑞银料春节成下一个催化剂 中资航空股推荐南航(01055.HK)
阿思达克 11-17 11:49
瑞银发表研究报告指,现时中国客流量已回复至2019年水平,市场关注交通收费及机票价格是否可在疫苗上市之前进一步恢复。

该行相信,农历新年将是下一个推动旅客数量及机票价格大幅回升的催化剂,疫苗可能是另一个上行风险。但瑞银预期,在新年长假来临前国内客运量可能维持去年相若水平,而国内客运力按年提升15%,亦令机票价格面对潜在下行风险。

该行指,辉瑞(PFE.US)疫苗消息传出後,国内三大航空股的股价仍处於历史低位,认为人民币升值及潜在旅游业复苏等因素未反映,目前的估值具有吸引力。中资航空股当中,该行推荐南航(01055.HK),予目标价5.7元,并分别予国航(00753.HK)及东方航空(00670.HK)目标价7.5元及4.5元,评级同为「买入」。

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