摩根士丹利发表的研究报告指，将 2021-23 年内地的本地及国际航空需求估算下降，将内地三大航空股的 H 股评级由增持降至与大市同步，但对春秋航空及国泰 (0293.HK) 评级则维持增持。该行相信中资航空股 2021 年仍录亏损，但到 2022 年则会有微利，在盈利可见性提升之前，不认为会看到中资航空股估值持续复苏。该行下调 2021-23 年内地本地及国际航空交通量估算，将 2022 年每股盈测降 45-93%，而 2023 年则降 18-60%，目标价平均降 24%。
摩根士丹利火力全开！猛降内地三大航 H 股评级，下调目标价
Source: Gelonghui The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment