《大行報告》摩通下調內地三大航空股目標價 續看到正面基本面動力
摩根大通發表研報指,雖然年初至今航空旅遊股普遍遭到拋售,但中國旅遊需求保持不變,出境遊需求回升,加上供需關係緊張的情況下,航空股客運收益率向好,料支持企業2023至2025財年盈利反彈。
該行預測國際出遊持續復甦,今年夏季近來傳統旅遊旺季,行業表現料強勁增長,對內地三大航空維持「增持」評級,但由於行業仍在調整當中,將國航(00753.HK)、東航(00670.HK)及南航(01055.HK)的目標價分別下調至7.6元、3.5元及6元。
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