Market Brief

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Author

潘文傑先生 (Tommy Poon)
經理

現任職輝立經理。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
22776630

中國國際航空股份有限公司 - H股 (753)

Wednesday, December 21, 2022 Views2011

中國國航 (753)

 

中國陸續放寬疫情防控措施, 包括取消入境航班熔斷機制,並將登機前48小時內2次核酸檢測陰性證明減少至 1次。對入境人員,把集中隔離天數縮短2日至 5天。國內外航班也陸續復航。

 

中國國航為三大航空公司中國際業務佔比最高的一家, 並擁有國泰航空 (293) 約30%股權。公司已恢復從多地飛往馬尼拉、雅加達、東京、雅典、溫哥華和洛杉磯的航線。預期公司較能受惠於海外入境措施的調整。

 

股價自11月末底部急升至12月13日最高點, 漲幅約40%。最近最日隨大市回軟而出現輕微回調。建議趁股價調整吸納。

 

建議

買入價  $7

目標價  $8

止蝕價  $6.2

 

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