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天風證券:維持白雲機場“增持”評級 業績將探底回升
格隆匯 11-28 15:42
格隆匯11月28日丨天風證券發佈白雲機場的研報指出,公司是我國民航三大樞紐機場之一,未來航空主業及非航收入的發展潛力依舊巨大。2019年公司業績邁過產能週期初期探底後,得益於航空及非航收入的共同刺激,在未來T3航站樓投產前將不斷上升。考慮到有税商業重新招標租金進入的時間點依舊不確定,以及本次資產置換後公司收入成本構成均會發生一定變化,我們仍然暫不調整盈利預測,預計2019-2021年EPS分別為0.46元、0.64元、0.79元,維持“增持”評級。
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