《大行報告》大摩下調中銀航空租賃(02588.HK)目標價至79.2元 評級「增持」
摩根士丹利發表報告,指中銀航空租賃(02588.HK)早前公布今年上半年料錄稅後虧損3.1億至3.3億美元,若撇除5.81億美元的俄羅斯飛機減值,則估計錄純利2.51億至2.71億美元。另一方面,該行估計集團今年上半年的淨租賃收益率為7%,較去年下半年的7.6%有所下跌,主要由於3月底與俄羅斯客戶終止合約;及上半年的停租飛機數量增加。
為反映俄羅斯機隊相關減值,大摩將中銀航空租賃今年盈利預測下調99%,明年及2024年預測亦分別調低6%及5%,股份目標價由81元降至79.2元,維持「增持」評級。
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