《大行報告》大和:看好本土及國際旅遊改善 薦中航信(00696.HK)、美蘭空港(00357.HK)、中國中免(601888.SH)及國泰(00293.HK)
大和發表報告,認為國慶長假期和中國重開國際旅遊,將會是航空業的兩個主要催化劑,航空股估值年初至今持續受壓,提供了吸引的風險回報機遇,該行推薦受惠國內旅遊復甦的中航信(00696.HK)、美蘭空港(00357.HK)、中國中免(601888.SH),以及受惠國際旅遊重啟的國泰(00293.HK)。
大和對中航信、美蘭空港、中國中免持「買入」評級,該行對國泰持「跑贏大市」評級。另外,該行預期中國國航(00753.HK)、東方航空(00670.HK)和南方航空(01055.HK)只會在國際航空限制恢復後才能受惠,評級分別為「買入」、「跑贏大市」和「持有」。
大和預計,今年國慶假期日均航班數量將會是繼農曆新年後、今年航班數量最多的公眾假期,隨著全球疫苗接種加速,各國對與病毒共存看法正面,預計在高接種率的國家間的雙邊旅遊協議和關口重開會增加,尤其在聖誕節假期。
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