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《大行報告》大摩微升中銀航空租賃(02588.HK)目標價至65元 評級「增持」
阿思達克 03-18 11:16
摩根士丹利發表研究報告指,中銀航空租賃(02588.HK)公布去年業績後,將對其今明兩年的盈測分別下調8.7%和12.1%,並預期2026年的淨利潤將達7.38億美元。該行預計,美國潛在減息將支持集團2024至26年的淨租賃收益率擴張,惟原始設備製造商交貨延遲可能會令出租率擴張放緩。 大摩將中銀航空租賃的目標價由64.4元上調至65元,維持「增持」評級。
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