星展发表研究报告指,南航(01055.HK) 主要受惠于飞机燃油价格下跌及美元走弱,令营运开支下降,预期公司的盈利能力将有所改善。不过,公司在消费者价格敏感及宏观经济不明朗的情况下,客运收益率持续受压,而货运方面亦有不利因素。
该行对南航今明两年盈测分别上调40%及65%,续予“持有”评级,H股目标价由3.2元调升至3.8元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-13 16:25。)
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