《大行报告》瑞信上调内地三大航空股目标价 降首都机场(00694.HK)评级至「中性」
瑞信发表研究报告指,内地本地飞机出游目前仍然因疫情管控而受压,但需求转至本地游,农历年後旅客量稳定,因应疫情受控,料措施将逐步放宽,相信届时可见改善。
该行指,国际线的复苏需视乎疫苗进展,目前受限於供应与物流,料年底才会有正面讯号,多个国家间亦正计划重新开放连系。
另外,该行上调今明两年布兰特油价预期至59美元及63美元,降2020至22年航空公司盈利预期2-83%,维持对行业正面看法,维持
国航(00753.HK)、东航(00670.HK)和南航(01055.HK)「跑赢大市」评级,目标价全线上调(另见附表);首都机场(00694.HK)评级则降至「中性」。
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