大行評級|大摩:予中國國航“增持”評級 需求方面或有潛在支撐
大摩發表研究報吿指,仍看好中國航空公司處於由供應驅動、處於多年的上升週期,其中最看好是中國國航,因為公司更關注定價而非客流量,加上其在中美航線佔比相對較高,若在中國科技引領的股市反彈後,商務旅行亦隨之回暖,需求方面或有潛在支撐。該行給予其目標價為7.61港元,評級“增持”,視中國國航為運輸和基礎設施行業的首選。
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