00694 BEIJING AIRPORT
- 2.610
- +0.020+0.77%
BEIJING AIRPORT News
Aviation stocks soared with China Southern Airlines (01055) leading the way with a more than 4% increase. Outbound travel during the Dragon Boat Festival holiday was popular, and there is expected to be further profitability in the high season.
Aviation/airlines industry stocks collectively rose. As of press time, China Southern Airlines (01055) rose 4.09% to HKD 3.31; Beijing Capital International Airport (00694) rose 2.24% to HKD 2.74; Air China Limited (00753) rose 2.19% to HKD 4.2.
Some aviation/airlines industry stocks are gaining, China Southern Airlines (01055) rose 3.46%. Institutions suggest that the central profit of airlines is expected to rise this year.
Some aviation/airlines industry stocks are gaining momentum, with China Southern Airlines (01055) up 3.46%, Air China Limited (00753) up 2.68%, China Eastern Airlines Corporation (00670) up 2.29%, and Beijing Airport (00694) up 2.24%. According to research reports from Haitong Securities, in the short term, the flat business travel season may drag down the overall recovery progress. In the long run, the slowdown in the introduction of capacity by China's airlines is of high certainty; confidence in travel continues to recover, and the long-term investment logic of the aviation industry remains bullish (i.e., improving supply and demand pattern, market-oriented ticket prices). It is expected that the center of profit for airlines will be reached in 2024.
UBS: Maintaining Beijing Capital Airport's “Buy” Rating and Raising the Target Price to HK$3.31
UBS released a research report stating that it maintained the “buy” rating of Beijing Capital Airport (00694) and lowered earnings per share from 2024 to 2026 to 0.04 yuan, 0.13 yuan, and 0.26 yuan, mainly due to the reduction in per capita duty-free consumption to 200 yuan, 210 yuan and 220 yuan from 2024 to 2026. The target price increased from HK$3.22 to HK$3.31 due to the reduction in the weighted average cost of capital from 11.1% to 10.6% and the lower earnings per share due to lower expectations in the duty-free business. According to the report, while attending its investment forum, the company said that the average number of domestic and international flights per day in April
IATA Revises Down SAF Estimates as Projects Make Slow Progress
The International Air Transport Association revised down its estimates for the production of sustainable aviation fuel after finding that projects are so far failing to deliver fast enough.
[Broker Focus] Haitong International: Demand in the aviation industry declined somewhat in April, and off-season business travel was lackluster or hampered overall recovery
Jinwu Financial News | Haitong International said that in April, the total supply and demand of the five listed airlines (Air China, China Eastern Airlines, China Southern Airlines, Spring Airlines, and Juneyao Airlines) each fell 2.7%/2.4% month-on-month (Air China data is the same as the air China Airlines data, same below), about 105.2%/103.4% in the same period in '19, and passenger occupancy increased 0.2 percentage points month-on-month to 81.6%, down 1.5 percentage points from the same period in '19. Supply and demand in the industry declined somewhat in April. According to the bank, it is believed that demand for private travel is strong in the short term, such as May Day, Dragon Boat Festival, and peak summer travel seasons, which will drive a clear rebound in demand in the travel chain
Changes in Hong Kong stocks | China Southern Airlines (01055) rose nearly 6%, leading airline stocks, a steady recovery in airline passenger occupancy rates in April, and profit elasticity is expected to show
Airlines stocks rose collectively. As of press release, China Southern Airlines (01055) rose 5.81% to HK$3.46; Capital Airport (00694) rose 5.28% to HK$2.99; and Eastern Airlines (00670) rose 5% to HK$2.31.
Changjiang Securities: Short-term private airlines meet new trends in demand and long-term growth attributes are obvious
Starting in 2024, demand growth is gradually recovering, and in the context of tight supply, the preparation cycle reversal opportunities are being prepared; and considering the continued difficulties in aircraft introduction, it is expected that this round of cycle reversal will continue until 2027-2028, expanding the breadth of the cycle.
Changes in Hong Kong stocks | Eastern Airlines (00670) rose more than 5%, leading the rise in airline stock entry/exit popularity, catalyzing the resumption of international routes
The Zhitong Finance App learned that aviation stocks generally rose in early trading. As of press release, China Eastern Airlines (00670) rose 4.65% to HK$2.25; China Southern Airlines (01055) rose 4.11% to HK$3.29; Air China (00753) rose 3.86% to HK$4.31; and Capital Airport (00694) rose 2.14% to HK$2.86. According to the news, according to the Civil Aviation Administration's report at the May press conference, in April 2024, the entire industry completed 55.95 million passenger traffic, an increase of 10.6% over the previous year. Among them, the domestic passenger traffic volume is higher than 201
Changes in Hong Kong stocks | Capital Airport (00694) rose more than 5% in the intraday period, Beijing plans to establish commuter routes with Xiong'an New Area, Tianjin and other places
Capital Airport (00694) rose by more than 5%. As of press release, it rose 4.09% to HK$2.8, with a turnover of HK$488.22,900.
Changes in Hong Kong stocks | Aviation stocks rose collectively, and the April operating data of many airlines can be expected to recover from good airline performance
Aviation stocks rose collectively. As of press release, Capital Airport (00694) rose 4.09% to HK$2.8; Eastern Airlines (00670) rose 3.88% to HK$2.14; and Air China (00753) rose 2.48% to HK$4.14.
Changes in Hong Kong stocks | Airline stocks rose to a new high in the afternoon, and travel reached a new high on May 1st, and the low season in the aviation market is obvious and will continue
Airlines stocks rose in the afternoon. As of press release, Meilan Airport (00357) rose 5.45% to HK$8.7; Bank of China Airlines (02588) rose 4.15% to HK$63.98; China Southern Airlines (01055) rose 3.36% to HK$3.08; Capital Airport (00694) rose 2.91% to HK$2.83; and Air China (00753) rose 2% to HK$4.09.
Aviation stocks generally rose, Meilan Airport (00357) rose 7.01%, and total global air passenger traffic increased 13.8% year-on-year in March
Jinwu Financial News | Aviation stocks generally rose. Meilan Airport (00357) rose 7.01%, Beijing Capital Airport shares (00694) rose 3.07%, China Southern Airlines (01055) rose 2.44%, China Eastern Airlines (00670) rose 2.03%, and Air China (00753) rose 1.8%. According to the news, the International Aviation Association released regular global air passenger traffic data for March 2024. Total air passenger traffic (calculated in passenger kilometers or RPKs) increased 13.8% year on year; total capacity (calculated based on available seat kilometers or ASK) increased 12.3% year on year; passenger load rate in March
Aviation stocks rose collectively, Beijing Capital Airport (00694) rose 7.2%. Agencies expect air passenger traffic to increase by more than 20% year-on-year during the May 1st holiday
Jinwu Financial News | Aviation stocks rose collectively. Beijing Capital Airport shares (00694) rose 7.2%, China Southern Airlines (01055) rose 4.58%, Meilan Airport (00357) rose 3.14%, Air China (00753) rose 2.54%, and China Eastern Airlines (00670) rose 1.97%. According to Cathay Pacific Junan, pre-sales of tickets for the May Day holiday began in mid-April and accelerated with the launch of train tickets. The number of OTA ticket inquiries and reservations increased significantly over the same period last year. Considering the recovery in fleet turnover and the high fare base, air passenger traffic is expected to increase by more than 20% year on year during the May 1st holiday, and ticket prices may fall year on year.
北京首都機場股份：公告 內幕消息
Beijing Capital Airport Co., Ltd. (00694) experienced a significant loss of more than 10% of net assets at the end of the previous year in 2023
Beijing Capital Airport Co., Ltd. (00694) issued an announcement. According to the company's 2023 annual report, 2023-1-1...
北京首都機場股份：2023年度報告
Changes in Hong Kong stocks | Eastern Airlines (00670) rose more than 4%, leading the airline stock Q1 civil aviation passenger volume to a record high in the same period, and the May 1st holiday is expected to catalyze
Airlines stocks rose collectively. As of press release, Eastern Airlines (00670) rose 4.04% to HK$2.06; Capital Airport (00694) rose 3.72% to HK$2.51; Air China (00753) rose 3.49% to HK$4.15; and China Southern Airlines (01055) rose 3.28% to HK$2.83.
The volume and price of the civil aviation market soared, and aviation stocks rose collectively, Beijing Capital Airport shares (00694) rose 2.98%
Jinwu Financial News | Aviation stocks rose collectively. Beijing Capital Airport shares (00694) rose 2.98%, Air China (00753) rose 2.66%, China Eastern Airlines (00670) rose 2.63%, China Southern Airlines (01055) rose 2.29%, and Meilan Airport (00357) rose 1.82%. According to the news, according to CCTV Finance, the “May Day” holiday is approaching. Air ticket reservations are at their peak, outbound travel has also seen significant growth, and the cultural tourism market continues to heat up. Big data from an online booking platform shows that 15 days before the holiday season, the number of air ticket reservations had already surpassed the same period in 2023. There are many reporters
“May 1st” holiday ticket pre-sales accelerate the collective rise of airline stocks, and Air China (00753) rose 3.22%
Jinwu Financial News | Aviation stocks rose collectively. Air China (00753) rose 3.22%, China Eastern Airlines (00670) rose 2.7%, China Southern Airlines (01055) rose 2.33%, Meilan Airport (00357) rose 2.27%, and Beijing Capital Airport shares (00694) rose 1.73%. According to the news, according to Ctrip data, although the overall average price of domestic air tickets fell slightly year on year, the month-on-month increase was about 40% compared to this year's Qingming holiday. As of April 15, ticket prices for popular routes such as Guangzhou-Beijing, Chengdu-Hangzhou, and Beijing-Chengdu had risen by about 10% year-on-year, and Kunming-Chengdu
Civil Aviation Administration: The entire industry completed a total of 54.73 million passenger traffic in March, an increase of 25.7% year-on-year
On April 16, according to the Civil Aviation Administration of China, in March, the entire industry completed a total of 54.73 million passenger traffic, an increase of 25.7% over the previous year, and an increase of 7.3% over the same period in 2019.
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