大摩:上调中国民航信息网络(00696.HK)目标价至10.2港元 评级“减持”

智通财经
Aug 26
【大摩:上调中国民航信息网络(00696.HK)目标价至10.2港元 评级“减持”】智通财经APP获悉,摩根士丹利发布研报称,下调对中国民航信息网络(00696.HK)今年至2027年EBITDA预测达6%至7%,基于上半年SI业务收入确认慢于预期,外国航空公司处理量较低及折旧与摊销支出降低。该行大致维持公司今年净利润预测,基于较多的信贷减值回拨及较低的折旧与摊销。对公司明年及后年净利润预测则下调1%及2%。该行上调对中航信目标价,由9.9港元上调至10.2港元,当中对人民币汇率假设由考虑人民币升值变为兑港元升值1.5%。该行续予该股“减持”评级。

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