《大行報告》瑞銀首予首都機場(00694.HK)「買入」評級 目標價8.7元
瑞銀發表研究報告,市場似乎放大了疫情及大興機場的影響,指出北京首都機場(00694.HK)去年錄得中國最高及全球第二高的航空客運量,首次給予「買入」評級。
該行表示,對集團2021至2022年的每股盈利預測高於市場預期,當中已考慮到2020年潛在的免稅最低保證租金削減;機場到市區的距離較短,以及首都機場的成熟航班網絡,估計大興機場改航帶來的負面影響將較市場預期低。
瑞銀又指,原預期商務客量會遭到大興機場攤薄,令明年客量跌至谷底,但疫情關係已提前於今年見底,相信未來高端客群及商務旅客仍會傾向選擇首都機場,認為該股份被低估,予目標價8.7元。
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