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《大行報告》花旗下調東航(00670.HK)目標價至3.6元 評級「買入」
花旗發表報告指,東航(00670.HK)本週三(10日)公佈於週二(9日)完成向主要股東中國東航集團發行約25億股A股普通股,每股發行價格4.34元人民幣,較A股週三收市價折讓11.1%。 該行預期,是次配股將令公司今年至2023年的每股賬面淨值提升中至高單位數,因發行價高於該行的每股賬面淨值預測。而是次集資所得的108億元人民幣預料將用於支持營運資金及還債。展望未來,花旗對疫情後的航空需求復甦仍持正面看法,主因積壓需求及顧客的消費能力上升。 花旗下調東航股份目標價,由4.1元降至3.6元,評級維持「買入」,預期集團今年第四季的虧損會擴大,主要由於區域疫情再起及燃料價格上升。
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