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《大行報告》里昂升中航信(00696.HK)評級至「買入」 目標價下調至16.5元
阿思達克 07-22 16:21
里昂發表的研究報告指,6月內地航空客運量按月跌19.1%,主要因為廣東疫情重現,不過認為影響將逐步減退,其調查亦顯示廣東及深圳機場每日航班量已回復至去年下半年的95%水平,不過就將2021年中國航空客運量下調,以反映次季的影響。

該行預期中國民航信息網絡(00696.HK)上半年核心淨利將按年反彈72.7%,但就將目標價由20.5元降至16.5元,評級由「跑贏大市」升至「買入」,認為有更多潛在上行。

該行將公司2021-23年核心溢利預測降25.5%、13.9%及9.5%,最新估計2022年內地航空交通仍低於2019年水平,目標價由20.5元降至16.5元,認為航空交通復甦將可帶動市場氣氛,並為該行預測帶來潛在上行。(el/a) ~

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