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《大行報告》摩通升東航(00670.HK)評級至「增持」 降南航(01055.HK)評級至「中性」 首選北京首都機場(00694.HK)
摩根大通發表內地航空股和機場股評價報告,指航空股和機場股年初至今表現優於指數,平均上漲16%,較滬深300下跌7%爲佳。目前行業較難預測內地何時及會否開關,該行將去年第四季度預先公佈的業績和運營數據納入考量,上調東航(00670.HK)評級,由「中性」至「增持」,指其運量恢復在三大航空公司中較佳;下調南航(01055.HK)評級,由「增持」至「中性」。 該行稱,首選北京首都機場(00694.HK),由於其估值在全球機場運營商之間最具吸引力,同時長遠的憂慮已消除,國泰航空(00293.HK)是該行最不看好股份,主要是擔心香港喪失國際航空樞紐地位的潛在可能。
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