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新冠疫苗研发有望短期面世兼获大摩升价 国航及国泰续涨5%-6.5%
阿思达克 11-17 15:47
辉瑞及莫纳德先後传来新冠肺炎疫苗研发好消息,欧美旅游相关股上周尾开始发力,加上大摩上调国泰(00293.HK)及三大中资航空股目标价及评级至「增持」,相关股今天升2%-6.5%兼成交增加,国泰最强高见6.9元,创近五个月高,现造6.84元,续涨6.5%,成交增至3,389万股。

东航(00670.HK)、南航(01055.HK)及国航(00753.HK)续升近2%-5%,前两者分别高见高见3.65元及4.89元;後者最强曾高见6.39元创近八个月高,成交增至3,370万股。

大摩指在新冠疫苗发展下,有助国际航空旅游业复苏,预期行业将於明年第三季起逐步复苏,而强劲的压抑需求将於明年本季带动中国航空公司恢复盈利。因为一旦中国旅游限制解除,相信短期国外旅游需求强劲,加上内地需求持续复苏,也有助推高客座率和收益率,故料情况会在明年第四季出现,相信三大内地航空股明年可回复收支平衡或重录盈利状况,故上调国航、南航及东航及国泰评级至「增持」,目标价平均上调26%,分别升至7.11元、5.33元、4.19元及8.2元。

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