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摩通:維持三大航增持評級,偏好南方航空(1055.HK)
格隆匯 04-26 14:34

摩根大通發表研究報吿指,中國航空公司即將發佈首季業績,料受最近的疫情重現影響,表現將較疲弱。該行維持中國國航(0753.HK)、中國南方航空(1055.HK)及中國東方航空(0670.HK)增持評級,目標價分別為8.2港元、6.7港元及4.4港元,較偏好南方航空及春秋航空。

該行建議在業績公佈前後逢低買入,認為第二季將因本地航線復甦而出現強勁反彈,以及國際戰線重新部署的運力有所增加。該行續指,清明節假期國內客流量完全反彈至2019年同期水平,表現強勁,預計國內運量增長將進一步回升,與2019年同期相比可能出現雙位數的增長。

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