《大行報告》瑞信降國航(00753.HK)評級至「中性」 下調北京首都機場(00694.HK)評級至「跑輸大市」
瑞信表示,計及疫情下的油價飆升,該行將布油2022年及2023年價格預測調高至每桶100美元及85美元,估計油價每上升1美元,航空業2022年及2023年預測盈利受影響下跌2%及5%。
該行指各國通關非短期內出現,相信2022年非國內旅遊量將維持4%,為疫情前的低水平,估計國內旅遊於2022年可重返疫前的85%水平,預期總客流量每跌1%,2022年及2023年預測盈利將跌4%及11%。
對於航空公司,該行預期2022年在疫情、高油價下維持虧損,將國航(00753.HK)評級由「跑贏大市」降至「中性」。至於機場方面,則預期2022年有所改善,將北京首都機場(00694.HK)評級由「中性」下調至「跑輸大市」。
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