You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:降中銀航空租賃(2588.HK)目標價至68港元 重申持有評級
格隆匯 01-05 13:58

大和發表研究報吿指,中銀航空租賃(2588.HK)發盈警,預期受去年新型冠狀病毒肺炎疫情影響,截至去年12月底止年度的税後淨利潤將按年減少25%至30%。將公司目標價由原來的70港元降至68港元,重申持有評級。

大和表示,集團去年下半年的非經常性虧損可能大過預期,而該行預計集團2020年的利潤將按年下跌16%。該行認為,關鍵因素可能是一次性項目,包括減值費用和撥備,該兩項由於波音737 MAX的停飛和租金延遲,已在上半年有所報吿,相信相關的負面因素或延續至去年下半年。該行又認為,中銀航空租賃出售部分挪威航空的持股,亦將產生投資損失。

該行指,儘管行多國家的確診個案數目增加,但目前的疫苗接種計劃將有助遏制疫情,並支持今年的航空旅行逐步恢復,預期航空旅遊將於今年下半年起回升,因此今年可能毋需對飛機的價值進行進一步的減值準備。一旦疫情局勢得到遏制,股份將出現反彈。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account