《大行報告》大和上調南航(01055.HK)目標價至5.7元 評級「持有」
大和發表報告表示,南方航空(01055.HK)對清明節(4月3至5日)假期客機訂位表現看好,估計整體需求和訂量均較2019年高16%,不過費率會較低,雖然「五一」假期的訂位情況未有回復至2019年水平,但管理層指費率見上升,預期旅遊需求會於未來數周釋放。
該行指,南航對地內本土旅遊需求復甦具有信心,惟國際旅遊復蘇的透明度仍較低,目前主要風險包括本地遊加價壓力、高油價、匯兌虧損等,但該行認為今年將是南航風險與復甦並存的一年。
該行升南航目標價由4.8元升至5.7元,此相預測今年市賬率1.1倍,維持「持有」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.