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《大行報告》瑞信上調內地三大航空股目標價 降首都機場(00694.HK)評級至「中性」
阿思達克 02-23 09:59
瑞信發表研究報告指,內地本地飛機出遊目前仍然因疫情管控而受壓,但需求轉至本地遊,農曆年後旅客量穩定,因應疫情受控,料措施將逐步放寬,相信屆時可見改善。

該行指,國際線的復甦需視乎疫苗進展,目前受限於供應與物流,料年底才會有正面訊號,多個國家間亦正計劃重新開放連繫。

另外,該行上調今明兩年布蘭特油價預期至59美元及63美元,降2020至22年航空公司盈利預期2-83%,維持對行業正面看法,維持

國航(00753.HK)、東航(00670.HK)和南航(01055.HK)「跑贏大市」評級,目標價全線上調(另見附表);首都機場(00694.HK)評級則降至「中性」。

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