大行评级丨瑞银:微升中银航空租赁目标价至106.1港元,维持“买入”评级

格隆汇
Aug 24
瑞银发表研报指,中银航空租赁上半年纯利大致符合市场及该行预期。由于机队扩充,经营租赁租金收入同比增长5%,逊该行预测的10%。公司宣派中期息0.1799美元,派息比率升至35%,符合其派息政策。该行提到,中银航空租赁上半年资本开支同比增长20%至23亿美元,占全年指引45亿美元的一半,管理层有信心可达成全年目标。该行大致维持中银航空租赁今年盈测,但下调2027至28年预测2至4%,以反映租赁租金收入预测下调,部分被飞机处置收益上升所抵销。该行将公司目标价由104.2港元微升至106.1港元,维持“买入”评级。

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