《大行》汇研:内地整体旅游意欲仍在但倾向铁路 料三大航司次季录亏损

阿斯达克财经
May 08

汇丰环球研究报告指,内地五一长假整体旅游意欲仍然存在,但由于燃油附加费高昂,平均机票价格按年上升9.7%,航运表现逊于铁路,期内日均航空客运量按年下跌5.7%,但日均铁路客运量按年增长4.6%。该行预期国内三大航空公司今年次季或重新录得亏损。据估算,燃油价格每上升10%,可能令其全年的合并亏损平均扩大38%,并拖低股本回报率7.8个百分点。股份方面,该行予携程(TCOM.US)  “买入”评级,因...

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