港股异动 | 美兰空港(0357.HK)一度大涨超10% 大和料其将迎来多个催化剂
格隆汇5月31日丨美兰空港(0357.HK)高开高走一度大涨超10%,现报36.15港元,涨9.38%,暂成交5510万港元,最新市值171亿港元。大和最新发研报首予其“买入”评级,目标价45港元,认为属内地境内旅游强劲及海南免税市场扩张的前缘受惠者。该行指公司短期及长期料迎来多个催化剂。海口美兰机场二期启用后,以总楼面面积计,美兰机场将是内地最大机场免税店。即使在最新离岸免税政策引进前,美兰机场对免税店租金的依赖有限,但料免税店租金收入将成为公司重要收入引擎。此前大摩亦上调其今年盈测1.5%,不过,在美兰机场二期投运后,该行对其2022年经营成本上涨估算进取,相应下调明年盈测1.9%,目标价由56港元降至52港元,评级“增持”。

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