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《大行報告》瑞銀料春節成下一個催化劑 中資航空股推薦南航(01055.HK)
阿思達克 11-17 11:49
瑞銀發表研究報告指,現時中國客流量已回復至2019年水平,市場關注交通收費及機票價格是否可在疫苗上市之前進一步恢復。

該行相信,農曆新年將是下一個推動旅客數量及機票價格大幅回升的催化劑,疫苗可能是另一個上行風險。但瑞銀預期,在新年長假來臨前國內客運量可能維持去年相若水平,而國內客運力按年提升15%,亦令機票價格面對潛在下行風險。

該行指,輝瑞(PFE.US)疫苗消息傳出後,國內三大航空股的股價仍處於歷史低位,認為人民幣升值及潛在旅遊業復甦等因素未反映,目前的估值具有吸引力。中資航空股當中,該行推薦南航(01055.HK),予目標價5.7元,並分別予國航(00753.HK)及東方航空(00670.HK)目標價7.5元及4.5元,評級同為「買入」。

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