《大行報告》匯豐研究上調國航(00753.HK)評級至「持有」 目標價維持5.4元
匯豐研究發表報告,指在夏季旅遊的推動下,內地復甦應該繼續,任何國際旅行的恢復都可能成爲催化劑,上調國航(00753.HK)評級由「減持」升至「持有」,目標價維持5.4港元;另重申國航A股(601111.SH)評級爲「減持」,目標價維持4.6元人民幣(下同)。
報告指出,在今年較早時間,對國航持審慎態度,因爲預計國際載客量復甦押後、收益率壓力、燃油價格上漲和人民幣疲軟會對盈利前景造成影響。在過去的三個月,國航H股價格下跌了17%,同期國指累跌8%,認爲是反映了這些負面因素。
匯豐研究認爲,進入夏季旅遊時期季節性旺季,內地交通將繼續恢復,而貨運前景仍然強勁。由於潛在的積壓需求,任何國際旅遊通道的開放都會使旅遊迅速復甦。例如在2月份,由於英國將放寬封鎖限制的消息,從英國到希臘和西班牙的預訂量增加了兩倍多。
另外,報告維持對國航2021年的虧損預測爲67億元,是市場虧損預測35億元的近兩倍。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.