《大行報告》瑞銀下調北京首都機場(00694.HK)目標價至5.9元 評級「買入」
瑞銀髮表報告,將北京首都機場(00694.HK)2021至2023年的每股盈利預測分別從0.05/0.28/0.4元人民幣下調至-0.37/0.04/0.26元人民幣,並將目標價由9元下調至5.9元,以反映今年第三季度疫情復發以及國際航線恢復速度比預期慢。
報告又指,自今年7月以來,北京首都機場股價累跌了約11%,認爲是反映最近疫情復發影響。該行對2022年2023年的盈利預測仍高於市場平均預期,認爲市場可能過份擔心北京大興國際機場分流對北京首都機場長期交通增長的影響,因其在地理位置和航班網絡方面具很強的競爭力。
該行提到,如果最近福建和黑龍江局部疫情未有蔓延到其他省份,預計在北京環球渡假區開業帶動的強勁黃金週休閒旅遊需求,將推動10月份北京首都機場客流量將大幅恢復,維持其「買入」評級。
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