瑞银发表报告指，中银航空租赁将于8月公布中期业绩，预计核心净利润将按年增长14%，主要得益于飞机资产增速重新加快。公司上半年预计接收24架飞机，而去年同期为18架，将支持经营租赁租金收入增长。当中，由于租赁需求强劲，新接收飞机的租金收益率预计将高于现有平均水平。另一方面，由于期内出售飞机的平均机龄高于去年同期，因此预计处置利润率将有所下降。成本方面，该行料上半年平均债务成本将轻微上升。但由于浮动利率债务占比约30%，即将启动的减息周期有望可降低公司债务成本。 该行将中银航空租赁2025至2027年的核心净利润预测上调6%至16%，以反映债务成本下降，估计债务成本将于2026年达至顶峰；预计2025至2027年股本回报率(ROE)达11%至13%，相比起疫情期间为15%。该行将中银航空租赁目标价由76.2港元上调至85港元，予“买入”评级。
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