《大行報告》大摩:中航信(00696.HK)去年盈利遜預期
摩根士丹利發表研究報告指,中國民航信息網絡(00696.HK)發盈喜,預計2023年度淨利潤介乎12.5億至14.5億人民幣,相較2022年度則錄得6.79億人民幣,惟仍遜於大摩及市場分別預測的21億及22億元人民幣。該行指此意味中航信2023年下半年稅前盈利5,000萬至2.5億元人民幣,對比2023年上半年稅前盈利12億元人民幣。
該行認為,隨著客流量逐漸恢復,中航信預單量基本符合預期,而獲利未達預期的原因可能是受到確認收入低於預期、成本超支或一次性項目的影響。
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