《大行報告》摩通上調內地三大航空股目標價 評級「增持」
摩通發表報告指,市場對中國重開邊境的樂觀情緒愈來愈強烈。內地冬春航班顯示航班呈現恢復趨勢,國際航班將在未來六個月內翻倍,而國內航班將保持平穩。
該行仍然傾向於內地機場多於航空公司,因為前者的資產負債表和商業模式更加健康,更多是由跨境旅行推動。至於內地航空公司,該行更著重政策支持,包括對內地業務的補貼。考慮到第三季業績和對旅遊復甦的最新看法,維持內地三大航空股「增持」評級,國航(00753.HK)目標價由7.4元升至7.6元,東航(00670.HK)目標價由3.6元升至3.8元,南航(01055.HK)目標價由5.5元升至5.6元。首選北京首都機場(00694.HK)及國航。
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