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《大行報告》匯豐研究升內地三大航空股評級至「買入」 上調目標價
阿思達克 04-16 13:55
匯豐研究發表的報告指,內地最先受新型冠狀病毒疫情影響,2月份內地航空交通近乎停擺,但就認為內地的航空交通應將是最先復甦。該行認為受惠政府支持,內地航空公司(特別是三大航空公司)已迅速提升運力。該行留意到4月截至14日,航空交通仍按年跌72%,但跌幅已較2月份的85%有所收窄,而三大航空公司在4月13日的一星期內,客運力已回復至疫情前的62%,料5月將進一步提升至約98%。

該行指出內地三大航空公司均為國有,市佔率達63%,三家公司過往均面對過低迷時期,亦有能力對其資產負債表進行資本重組。該行對今次下行周期看法樂觀,認為三大航空將帶領內地市場整合,而國內第四大航空公司、市佔率達12%的海南航空則有機會是目標之一。

匯豐研究對三大航空公司目標價及評級如下:

股份|評級|目標價(元)

中國國航(00753.HK)|持有->買入|4.8->7.4

中國東方航空(00670.HK)|持有->買入|2.9->4.3

中國南方航空(01055.HK)|持有->買入|3.6->4.6

(el/k)

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