大行評級|美銀:上調中國民航信息網絡目標價至12港元 上調盈測
美銀證券研究報告指,中國民航信息網絡去年盈利錄得20.5億元,遠超該行預期,認爲是因爲系統整合實現的時機以及一次性信用減值回撥有關。該行指,要留意到經營好轉的訊號,需要留意包括核心航空資訊科技(AIT)業務的平均售價、成本及信用減值等三大關鍵因素。
該行將其對公司2024年至2026年的盈利預測上調11%,將期內的每股盈利預測由0.59元、0.76元及0.78元分別升至0.75元、0.79元及0.81元。該行將其目標價由10.3港元升至12港元,重申“中性”評級。
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