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大行評級|摩根大通:亞洲航空與航天股票首選包括國泰、國航、南航等
格隆匯 01-20 10:14
摩根大通發表研報指,全球航空業表現自去年9月開始超出預期。由於面對成本壓力、收益率正常化、疫後挑戰的擔憂,航空業最初面臨投資者的懷疑。不過由於全球客運及航空貨運服務需要旺盛,推動航空供應趨緊,航空公司成功將重心轉移並充分利用高收益,主要受惠於戰略運力管理、專注於優質服務、迅速適應不斷變化的市場能力。摩通指,國泰航空引領大中華地區股市反彈,其股價於過去兩個月內大幅上升逾30%以上,反映中國航空及航天業的積極解讀潛力,同時認為南航將於今年繼續復甦。摩通認為,亞洲航空與航天股票首選包括國泰、澳洲航空、國航、南航,形容上述股票均能充分利用有利的市場動態。
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