大行評級|美銀:上調首都機場目標價至2.3港元並輕微上調盈測 但重申“跑輸大市”評級
美銀證券發表報吿指,首都機場近日公佈關於廣吿業務及國際零售業務委託管理協議的補充協議。根據補充協議,商貿公司(首都機場母公司的全資子公司)對於國際零售業務的委託管理費率由20%下降至10%,傳媒公司(首都機場母公司的全資子公司)對於廣吿業務的委託管理費率由22%下降至16%。有關安排追溯至今年1月1日起生效,有效期由2024至2026年。報吿估算,首都機場在2024至2026年期間,每年可因此節省約1億元人民幣的税前開支。該行將首都機場目標價由2.2港元上調至2.3港元,並輕微上調盈測(平均約7000萬元)。但由於國際旅遊及免税品銷售持續疲弱,重申“跑輸大市”評級。
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