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《大行報告》大和降中銀航空租賃(02588.HK)評級至「持有」 目標價69元
阿思達克 11-08 10:25
大和發表研究報告,引述中銀航空租賃(02588.HK)管理層指在代工生產的不確定性下,今年第四季有可能面對飛機交付延期的問題,將未能違到全年交付目標的71架。 不過該行補充,中銀航空租賃訂購的2款主要的機型,包括737 Max和A320 NEO,於明年有更好的前景,因其產量上升。因應生產問題,波音787客機目前仍未恢復交付,令公司21架的訂單面臨不確定性。 該行將其2021至23年每股盈利預測下調3至8%,維持目標價69元,評級則由「跑贏大市」降至「持有」,建議等待更佳入市時機。
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