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《大行报告》摩通:新国际零售业务委托管理合同条款对首都机场(00694.HK)更有利
阿思达克 11-04 15:11
摩根大通发表研究报告,指北京首都国际机场(00694.HK)就最新公布的《国际零售业务委托管理合同》覆盖年期为三年,并淘汰了以往的增量共享机制。与现有条款相比,新条款明显更为有利,反映出母公司的支持及上市公司考虑少数股东的回应後,提高透明度的努力。

同样值得注意的是,新协议所设订的年度上限意味在2023财年,机场免税店将完全回复正常,较国际航空运输协会的预测提早一年。该行对公司的目标价为11.5元,投资评级「增持」。

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