大行評級|大摩:上調中銀航空租賃目標價至74.9港元 維持“增持”評級
摩根士丹利發表報吿指,中銀航空租賃公佈2024年業績後,對其2025盈利預測上調1.4%,2026年盈利預測下調3.9%,以反映淨租賃收益率持續改善,但部分被飛機交付持續延遲導致資本支出放緩所抵銷。2027年盈利預測為7.66億美元,按年增長7%。報吿指,由於該股風險回報偏向正面,維持“增持”評級,目標價由73.7港元升至74.9港元,潛在正面催化因素包括飛機交付加速;及美元利率下降。
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