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<Research>M Stanley Upgrades 3 Major CN Airlines to Overweight w/ Earnings Forecasts and TPs Raised Sharply
Morgan Stanley has issued a research report upgrading the ratings of CHINA SOUTH AIR (01055.HK), CHINA EAST AIR (00670.HK), and AIR CHINA (00753.HK) to Overweight, with target pric...
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<Research>M Stanley Upgrades 3 Major CN Airlines to Overweight w/ Earnings Forecasts and TPs Raised Sharply
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Morgan Stanley has issued a research report upgrading the ratings of CHINA SOUTH AIR (01055.HK)  0.000 (0.000%)    Short selling $10.64M; Ratio 14.734%   , CHINA EAST AIR (00670.HK)  0.000 (0.000%)    Short selling $6.09M; Ratio 15.194%   , and AIR CHINA (00753.HK)  0.000 (0.000%)    Short selling $35.65M; Ratio 27.826%   to Overweight, with target prices raised by 103.4%/ 142.4%/ 96.6% to $5.9/ $3.49/ $7.61.

The broker pointed out that China's aviation industry is entering a multi-year earnings upcycle. The broker considered it the first industry to shun China's deflation, with earnings expected to reach 2-4 times its 2026 forecast over the next 3-5 years.

Related NewsHSBC Research Upgrades CATHAY PAC AIR (00293.HK) to Hold, Lifts TP to $9.7
The broker also lifted its 2024-26 EPS forecasts for the three major Chinese airlines. It increased CHINA SOUTH AIR's EPS forecasts for the period by 49.6%/ 78.3%/ 60.2% to RMB0.01/ RMB0.32/ RMB0.57; CHINA EAST AIR's by 3%/ 200.5%/ 73.7% to an LPS of RMB0.15/ EPS of RMB0.17/ EPS of RMB0.37; and AIR CHINA's by 14.3%/ 56.5%/ 52.2% to a an LPS of RMB0.03/ EPS of RMB0.28/ EPS of RMB0.65.

In addition, the broker kept an Equalweight rating on CATHAY PAC AIR (00293.HK)  0.000 (0.000%)    Short selling $15.34M; Ratio 17.152%   and downgraded TRAVELSKY TECH (00696.HK)  0.000 (0.000%)    Short selling $8.04M; Ratio 21.741%   to Underweight.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-01-14 16:25.)

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