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《大行報告》大和下調中銀航空租賃(02588.HK)評級至「持有」 目標價維持70元
阿思達克 11-26 11:43
大和發表研究報告,下調中銀航空租賃(02588.HK)投資評級,由「買入」降至「持有」,目標價維持70元。該行稱,本月至今該股累升47%,短期上升空間料有限。

報告下調中銀航空租賃2020至2021年每股盈測介乎2%至9%,並指近期新冠疫情爆發拖慢飛機生產。按公司今年交付70架飛機的預期,餘下41架的大部分料今年底交付,貢獻料2021年入帳。該行下調今年出租費率因素假設至10.4%,與上半年持平,以反映飛機交付集中於年底,並有可能延遲至明年。回收費率方面,報告引述公司指料持續改善,不過,該行料公司在現時個別航空公司的信貸情況下需要作出一些撥備。

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