《大行報告》大摩首予美蘭空港(00357.HK)「增持」評級 目標價37元
大摩發表研究報告,首予美蘭空港(00357.HK)37元目標價,評級「增持」,認為集團增長前景樂觀,短期可受惠休閒旅遊增加,長遠亦受益於海南自貿區的發展藍圖。
該行指,因應外國的疫情發展,預期中國政府對國際航班繼續收緊限制,這將導致中國旅客在未來9至12個月的旅遊地點選擇從國外轉移到國內。該行相信集團的客量會有上升,因海南島是一渡假選擇熱點。
該行又預期,公司免稅店收入可有持續增長,特別是在第二期開業後,佔比會由13%升至20%。長遠相信美蘭空港可以成為國際樞紐,並將放寬海外航空公司的升降,同時公司擴展亦有助流量增長。
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