《大行報告》摩通升國航(00753.HK)評級至「增持」 調整內地航空股目標價
摩通發表報告,指儘管中國堅持清零政策,但在最近內地航空股的價格下跌後,其風險回報有所改善,同時隨著上海疫情緩和,國內旅行將重啟,國際航空運輸協會最近將全球航空旅行恢復到疫情之前的水平的時間表由2024年提前到2023年,這意味著一旦中國的活動開始正常化將會出現更大幅度的反彈。
摩通將國航(00753.HK)評級由「中性」至「增持」,行業首選股包括南方航空(01055.HK)和北京首都機場(00694.HK),並且全線調整航空股目標價,詳見另表。
該行考慮到最新的交通前景,預測航空股2022財年的虧損幅度更大但2024財年的反彈幅度更大。
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