智通财经APP获悉，摩根士丹利发布研究报告称，维持北京首都机场股份(00694)“与大市同步”评级，将目标价下调27%至2.2港元，因下调商业收入前景预测。
大幅下调内地机场股目标价，首选白云机场(600004.SH)作为防御选择，因其与同行相比，免税业务规模较小、免税产品组合独特，以及更高的股息收益率;维持“增持”评级，目标价下调8.8%至10.4元人民币。
就行业而言，基于老年人和儿童增加，出行结构发生变化，预计夏季高峰期间消费者的免税开支将进一步疲软。该行维持对上海机场(600009.SH)“增持”评级，目标价下调10%至35.9元人民币，以反映中期免税增长预期较保守。
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