中银航空租赁(2588.HK):飞机交付有挑战 试水发动机业务

华泰证券
10 Jan

中银航空租赁(BOCA)于25 年1 月9 日披露了4Q24 运营数据。上游飞机制造商产能不足拖累飞机交付,4Q24 飞机交付数量13 架,同比减少26架,季度末公司自有飞机数量环比小幅上涨至435 架(3Q24:430 架)。公司尝试发动机业务,4Q24 末自有10 台发动机,我们认为有望弥补飞机产能不足导致的资本开支缺口。另外美联储降息放缓可能导致公司资金成本面临压力。我们预计2024 年全年...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10