大和:國內旅行恢復 重申對中國國航(0753.HK)買入評級
大和稱,中國國航(0753.HK)8月旅客週轉量按年49%,跌幅有所緩和,主要由於國內航線強勁復甦。而今年首8個月,集團的收入客公里及收入貨運噸公里分別跌59%及35%。
由2月開始,國內航線收入客公里持續改善,8月跌幅明顯收窄至17%,為今年2月以來最少。不過國際航線沒有正面訊號,6月開始收入客公里維持下跌約96%。與去年比較,超過9成的國內航班已恢復。
集團8月收入貨運噸公里跌26.2%,6月及7月分別跌23.5%及26.7%。該行表示,留意到國際航線貨運量下降15.4%,令貨運量跌10.9%,貨物載運率38.2%。
該行重申對其買入評級,主要由於國內旅行恢復。
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