新冠疫苗研發有望短期面世兼獲大摩升價 國航及國泰續漲5%-6.5%
輝瑞及莫納德先後傳來新冠肺炎疫苗研發好消息,歐美旅遊相關股上周尾開始發力,加上大摩上調國泰(00293.HK)及三大中資航空股目標價及評級至「增持」,相關股今天升2%-6.5%兼成交增加,國泰最強高見6.9元,創近五個月高,現造6.84元,續漲6.5%,成交增至3,389萬股。
東航(00670.HK)、南航(01055.HK)及國航(00753.HK)續升近2%-5%,前兩者分別高見高見3.65元及4.89元;後者最強曾高見6.39元創近八個月高,成交增至3,370萬股。
大摩指在新冠疫苗發展下,有助國際航空旅遊業復甦,預期行業將於明年第三季起逐步復甦,而強勁的壓抑需求將於明年本季帶動中國航空公司恢復盈利。因為一旦中國旅遊限制解除,相信短期國外旅遊需求強勁,加上內地需求持續復甦,也有助推高客座率和收益率,故料情況會在明年第四季出現,相信三大內地航空股明年可回復收支平衡或重錄盈利狀況,故上調國航、南航及東航及國泰評級至「增持」,目標價平均上調26%,分別升至7.11元、5.33元、4.19元及8.2元。
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