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《大行報告》大和上調中航信(00696.HK)目標價至20元 評級「買入」
阿思達克 12-21 11:00
大和發表報告指,中航信(00696.HK)參加了該行的展望系列,在11月內地大幅放鬆防疫措施後,公司對旅遊需求復甦持相對樂觀看法。 該行引述管理層稱,由於淡季及疫情爆發,內地於上月放鬆防疫措施後,本土航線並未出現強勁復甦,但有強勁的壓抑需求。雖然缺乏旅遊復甦的目標,但管理層重申中國民航局的最新計劃,即明年1月底本土航班恢復至疫情前水平的88%。國際航線方面,學生和商務旅行的需求自今年8月起已恢復,管理層提到冬春季旺季的航班數量為840架次,按年增長105%。 大和上調中航信今年至2024年每股盈利預測6%至62%,反映經營成本預測調低,同時將公司股份目標價由18元上調至20元,重申「買入」評級。
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