《大行報告》富瑞上調內地三大航空股目標價 評級維持「跑輸大市」
富瑞發表報告指,中資航空股受惠於貨幣匯率、油價及需求的利好,與去年最後一週比較,未來一週內地每週國際旅客座位運力料將增加139%,僅低於疫情前水平10%,至於本土的運力已恢復約90%。
該行表示,歷史而言運力增加可令盈利改善,但行業股份交投早於基本面,現價接近高峯市賬率倍數。
富瑞上調內地三大航空股目標價,其中國航(00753.HK)目標價由3.6元升至5.3元;東航(00670.HK)目標價由2.2元升至2.7元;南航(01055.HK)目標價由3.4元升至4.4元,三企評級維持「跑輸大市」。而國泰(00293.HK)評級爲「買入」,目標價10.4元。
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