港股異動 | 航空股普遍走高 摩通上調三大航空公司目標價
格隆匯3月2日丨航空股普遍走高,中國國航升4.5%,中國南方航空股份升2.97%,中國東航升1%,國泰航空跟升。摩通發研報指,疫情後中國航空業復甦,國內機票價格自1月中旬以來強勁反彈,並在農曆新年旅遊旺季過後持續穩步上揚。展望未來,摩通預計中國民航總局將繼續開展自2017年推出、但因疫情而中斷的市場化價格改革,至今已分三階段放寬約六成國內航線的價格上限,憧憬行業定價及盈利能力前景向好。摩通上調中國三大航空公司的目標價,並全部維持“增持”評級,中國國航目標價由7.6港元上調至8.6港元,東方航空目標價從3.8港元上調至4港元,而南方航空則由5.6港元調升至6.8港元。

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