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港股異動 | 美蘭空港(0357.HK)一度大漲超10% 大和料其將迎來多個催化劑
格隆匯 05-31 11:44
格隆匯5月31日丨美蘭空港(0357.HK)高開高走一度大漲超10%,現報36.15港元,漲9.38%,暫成交5510萬港元,最新市值171億港元。大和最新發研報首予其“買入”評級,目標價45港元,認為屬內地境內旅遊強勁及海南免税市場擴張的前緣受惠者。該行指公司短期及長期料迎來多個催化劑。海口美蘭機場二期啟用後,以總樓面面積計,美蘭機場將是內地最大機場免税店。即使在最新離岸免税政策引進前,美蘭機場對免税店租金的依賴有限,但料免税店租金收入將成為公司重要收入引擎。此前大摩亦上調其今年盈測1.5%,不過,在美蘭機場二期投運後,該行對其2022年經營成本上漲估算進取,相應下調明年盈測1.9%,目標價由56港元降至52港元,評級“增持”。

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