《大行報告》美銀證券下調中航信(00696.HK)目標價至18.2元 評級「買入」
美銀證券發表報告,認為國內交通復甦是催化劑,因為疫情在中國已經穩定下來,海航的重組也緩解了減值風險,重申對中航信的「買入」評級,因為其專注於國內市場,並能從結構性航空交通增長中受惠。
美銀證券將中航信(00696.HK)2022年至2023年的EBITDA盈利預測降低4%至6%,以考慮到疫情對國內預訂的潛在干擾和更高的成本壓力。該行認為,在將於11月10日公布的海航重組和交通狀況改善的背景下,明年的減值風險很低。目標價由19.5元下調至18.2元。
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