高盛:降首都机场(0694.HK)目标价至8.3港元 维持“买入”评级
高盛发表研究报告指,中国航空业受到新型冠状病毒疫情影响,特别是国际航线,自1月底起,中国航班量已有明显下降,目前预期今年航空班次量跌0.3%,其中国际航班跌7.7%,而境内线升2.8%。
该行降今年国内三间机场的每股盈利预期22-54%,而明年亦有轻微下跌,并推算每1%客量的转变会额外影响2-7%盈利,其中北京首都机场(0694.HK)
的影响最大,因交通已分流至新的大兴机场。
该行又指,若疫情影响期达六个月,预期今年国际客量跌23%,本地跌5%,将进一步下调首都机场盈利预测90%,但看好其免税店业务的表现,维持“
买入
”评级,目标价由8.7港元降至8.3港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.