《大行》星展升東航(00670.HK)目標價至3.1元 上調盈測
星展發表研究報告指,東航(00670.HK)的國內及國際客運收益率仍受到消費意欲疲弱及高速鐵路網絡擴張競爭加劇的壓力,但由於油價回軟及美元走弱導致公司營運成本大幅下降,預期公司的盈利能力將有所改善。該行又提到,五一旅遊趨勢表明需求正在增長,令公司短期前景更為樂觀。
該行將東航今明兩年的盈測分別上調26%及42,維持「持有」評級,目標價由2.4元上調至3.1元。
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