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大行評級|美銀:下調中國民航信息網絡目標價至10.3港元 重申“中性”評級
格隆匯 02-05 10:43
美銀證券發表研究報吿指,在中國民航信息網絡公佈公司去年業績前,通過其核心航空信息科技(AIT)服務、成本及信貸減值三項指標,去評估其財務。該行指,外國航空公司的迴歸緩慢對AIT業務的平均售價造成壓力,而疫情後的成本結構有所提高,但信貸減值壓力似乎已經過了最差的階段。該行將公司目標價從11港元下調至10.3港元,重申“中性”評級,並將2024年至2026年的盈利預測下調6%。
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