摩根士丹利发布研报称,调整中银航空租赁(02588)2026至2028年纯利预测,分别下调0.3%、1.9%及2.3%,以反映上半年业绩后的最新情况。该行认为美国十年期国债孳息率上升,投资者对回报率要求提高,因此将看好及基本情景下的目标市账率倍数分别由1.2倍及1.1倍,下调至1.1倍及1.0倍。目标价相应由92.3港元下调5.5%至87.2港元,维持“增持”评级。
摩根士丹利发布研报称,调整中银航空租赁(02588)2026至2028年纯利预测,分别下调0.3%、1.9%及2.3%,以反映上半年业绩后的最新情况。该行认为美国十年期国债孳息率上升,投资者对回报率要求提高,因此将看好及基本情景下的目标市账率倍数分别由1.2倍及1.1倍,下调至1.1倍及1.0倍。目标价相应由92.3港元下调5.5%至87.2港元,维持“增持”评级。
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