《大行報告》美銀證券下調美蘭空港(00357.HK)目標價至51元 評級「買入」
美銀證券發表研究報告指,近期內地本土確診再度反彈,加上市場出現不少有關海航集團的傳聞,認為目前弱勢是買入美蘭空港(00357.HK)的時機,重申「買入」評級。
該行指出,海航集團有傳於今年第三季落實重組計劃,料將緩解美蘭空港的財務風險。
美銀證券預期,若資東省的疫情於本月內可得以控制,有利於海南暑期旅遊業,又指出機場二期料於10月份之前開幕,將進一步刺激免稅商品銷售。該行就旅客量復甦較慢,將2021至2023年EBITDA預測下調8%,並將目標價由57.5元下調至51元。
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