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《大行報告》摩通降國泰(00293.HK)評級至「減持」 上調三大航空股H股目標價
摩根大通發表報告,指疫情進入第三年,亞太區大部份邊境仍然關閉,但開始見到開關的曙光,Omicron爆發後,中國及亞洲其他地區的處理方法越見分歧,相信航空業今年第二季開始將受惠緩慢開關,但中國不大可能今年內放鬆清零政策,而中國不開放境外旅遊,將限制區內航空業的恢復步伐。 該行稱,內地航空業今年至今只約10%的升幅,認為市場對大中華地區開關有過高的期望,故將國泰(00293.HK)評級由「中性」下調至「減持」,目標價由6.9元調低至5.6元。國航(00753.HK)維持「中性」評級,目標價由5.4元調高至6.3元;東航(00670.HK)維持「中性」評級,由3.2元調高至3.6元。南航(01055.HK)由5.7元調高至6.1元,維持評級「增持」。 基於風險回報,該行對內地機場股維持正面看法,北京首都機場(00694.HK)目標價由8元調低至7.5元,評級「增持」。
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