美银证券发表报告指，首都机场(00694.HK) 近日公布关于广告业务及国际零售业务委托管理协议的补充协议。根据补充协议，商贸公司(首都机场母公司的全资子公司)对于国际零售业务的委托管理费率由20%下降至10%，传媒公司(首都机场母公司的全资子公司)对于广告业务的委托管理费率由22%下降至16%。有关安排追溯至今年1月1日起生效，有效期由2024至2026年。
报告估算，首都机场在2024至2026年期间，每年可因此节省约1亿元人民币的税前开支。该行将首都机场目标价由2.2元上调至2.3元，并轻微上调盈测(平均约7,000万元人民币)。但由于国际旅游及免税品销售持续疲弱，重申“跑输大市”评级。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-20 16:25。)
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