大和:維持中飛租賃(1848.HK)目標價10.2港元 評級“買入”
大和發表研究報告指,中國飛機租賃(1848.HK)管理層於電話會議上表示,對國內航班復甦情況樂觀,延長旗下飛機今年的租賃費用支付並沒有對盈利造成壓力,亦料在國內航班復甦後,將有更多國際航班復辦,維持目標價10.2港元,重申“買入”投資評級。
該行表示,預期亞太區的復甦將會較中國遲1-2個月,亦指當疫情受控後,料國際航班情況將會有所改善,預料歐美航班將於下月復辦。管理層預期,隨着旅客的需求量上升,旗下飛機的估值將於2023-2024年提升。
該行指,管理層未來以和第三者合作的方法來擴張,表示有眾多投資者打算投資在飛機市場,但根據集團的輕資產模式發展,公司只會以部分資金來作安全擴張。

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