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《大行報告》大摩相信新秀麗(01910.HK)股價30日內將升 評級「增持」
阿思達克 03-08 10:08
大摩發表報告,相信新秀麗(01910.HK)股價30日內將升,發生機率約70%至80%。目標價19.7元,評級「增持」。 大摩指,新秀麗股價昨日下跌20%,過去五天下跌14%,令短期估值更具吸引力。該行注意到,市場擔心地緣政治緊張局勢和油價飆升對歐洲旅遊需求的潛在影響。 大摩指,雖然這些事件帶來不確定性,但到目前為止據其了解,歐洲的航空公司認為除了沖突地區外,目前對航班預訂的影響不大,預訂情況普遍顯示夏季的航空旅行需求強勁。至於高油價可能會增加採購成本,大摩認為如果需求強勁,新秀麗可以提高平均售價,如去年下半年原材料和運輸成本上升時的做法一樣。
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