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《大行報告》匯豐研究重申航空股、攜程(TCOM.US)及中銀航空租賃(02588.HK)「買入」評級 偏好國航(00753.HK)
匯豐研究發表報告指,內地幾乎取消了所有對新冠的入境措施限制,促進了國際旅行的機票預訂。目前國際運力回升速度超過預期,應可抵銷境內機票價格壓力,及提高乘客收益率。 匯豐研究重申籲買入內地三大航空公司,即國航(00753.HK)、東航(00670.HK)、南航(01055.HK),預計它們今年將扭虧為盈,並在明年之前產生340億元人民幣的累計利潤。目標價分別為8.5港元、4港元、6.2港元,評級均為「買入」。該行料國航受惠程度最大,因其具有國際業務敞口及聯營國泰(00293.HK)可受惠於本港與內地即將通關。 另報告重申攜程(TCOM.US)及中銀航空租賃(02588.HK)「買入」評級,目標價分別為44美元和74港元,料可受惠內地重新開放。
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