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《大行報告》花旗降國航(00753.HK)目標價至6.3元 評級「買入」
阿思達克 11-09 15:13
花旗發表報告,引述國航(00753.HK)管理層表示,10月份本地航線載客量較疫情前的2019年同期下跌20%,且運力持平,主因國內部分地區爆發疫情所致;至於票價已回復至2019年同期約90%的水平。公司認為,隨著消費力增加和防疫措施奏效,中長線場對商務和優閒需求前景正面。 該行補充,預計國航今年全年淨虧損達190億元人民幣,有望在2022至2023財政年度恢復盈利。即使預期國航今年度虧損將會擴大,但關口一旦重開將可能恢復盈利,因此維持國航「買入」評級,目標價則由7.4元下調至6.3元。
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