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《大行報告》摩通:內地航空行業具吸引力 首選首都機場(00694.HK)及國航(00753.HK)
摩根大通發表報告指,雖然自8月下旬以來,內地航班活動出現明顯的倒退,但仍然認為航空行業的風險回報具有吸引力,因為投資者對其定位較低,而且航空旅行在明年上半年具恢復空間,首選首都機場(00694.HK)及國航(00753.HK)。 該行認為,有機會在股價下跌基礎下增持內地航空股。由於自6月下旬以來,內地機場逐步恢復跨境開放,該行更偏好內地機場股份多於內地航空公司股份。 摩通表示,將國航目標價由7.5元降至7.4元,維持「增持」評級,對東航(00670.HK)目標價由3.4元至降3.2元,維持「增持」評級,南航(01055.HK)目標價為5元,評級均為「增持」。該行維持對北京首都機場股份目標價7.3元,評級「增持」。鑒於北京首都國際機場和國航的國際覆蓋高於同行,該行將其列為行業首選。
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