大行评级|中银国际:维持中银航空租赁“买入”评级 次季业务营运稳定

格隆汇
22 Jul

中银国际发表报告指,中银航空租赁第二季度保持稳定的业务增长,美国关税的不确定性似乎对上半年全球航空业的负面影响极小。然而,由于航空业供应链复杂,且小型供应商的可替代性不高,因此供应链问题仍然值得关注,飞机制造商仍在延迟飞机交付。不过,该行相信全球航空客运业在下半年将持续改善,应利好中银航空租赁的业务营运,相信其2025年仍将录得正面盈利增长。该行维持中银航空租赁“买入”评级及目标价83.84港元。

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