《大行》中銀國際維持中銀航空租賃(02588.HK)83.84元目標價 次季業務營運穩定
中銀國際發表報告指,中銀航空租賃(02588.HK)第二季度保持穩定的業務增長,美國關稅的不確定性似乎對上半年全球航空業的負面影響極小。然而,由於航空業供應鏈複雜,且小型供應商的可替代性不高,因此供應鏈問題仍然值得關注,飛機製造商仍在延遲飛機交付。
不過,該行相信全球航空客運業在下半年將持續改善,應利好中銀航空租賃的業務營運,相信其2025年仍將錄得正面盈利增長。該行維持中銀航空租賃「買入」評級及目標價83.84元。
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.