星展研究报告,由于航空燃油价格下降令经营成本显著减少,加上美元疲弱,预期国航(00753.HK) (601111.SH) 的盈利能力将改善,但消费者情绪低迷及高铁竞争加剧下,国内外航线的客运收益仍然面临压力。该行将2025及26年盈利预测分别上调37%及71%,并因此将H股目标价由4.2元升至5.4港元。基于A股对H股有70%的溢价,A股目标价由6.7元升至8.6元人民币,均予“持有”评级。(ss...
Source Link星展研究报告,由于航空燃油价格下降令经营成本显著减少,加上美元疲弱,预期国航(00753.HK) (601111.SH) 的盈利能力将改善,但消费者情绪低迷及高铁竞争加剧下,国内外航线的客运收益仍然面临压力。该行将2025及26年盈利预测分别上调37%及71%,并因此将H股目标价由4.2元升至5.4港元。基于A股对H股有70%的溢价,A股目标价由6.7元升至8.6元人民币,均予“持有”评级。(ss...
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