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

Gelonghui
2021.08.06 04:28

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%。

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