大行评级|巴克莱:上调美国航空评级至“中性” 上调达美航空、美联航的目标价

港股那点事
Nov 14, 2024

格隆汇11月14日|巴克莱将美国航空公司的评级从“减持”上调至“中性”,目标价从10美元上调至16美元,因为资产负债表的杠杆作用减弱,商务旅行份额仍有提升空间,而且该航空公司将在2025年重新就联名卡协议展开谈判。

该行将达美航空的目标价从60美元上调至90美元,将联合航空的目标价从75美元上调至150美元,认为这两家航空公司将受益于差异化的商业模式,专注于从基本产品到高端产品的旅游产品以及有利的国际市场,这将推动2025年的利润率。

另外,该行将阿拉斯加航空公司的目标价从55美元上调至80美元,原因是收购夏威夷航空公司带来了“有意义的”增量。(格隆汇)

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