智通财经APP获悉,大和发布研究报告称,重申北京首都机场股份(00694)“买入”评级,因其潜在去杠杆,以及在行业内估值最低;目标价由3港元下调至2.8港元。虽然料2024年仍录得净亏损,但将2025至26年每股盈利预测上调2至4%,以反映委托管理费用下调。
报告中称,北京首都机场分别下调广告费用及国际零售业务委托管理费用16%及10%,管理层强调其在母企的支持下致力减少经营开支,而有关费用的调整将为公司节省每年1亿元人民币。该行对管理层积极控制营运开支,以及公司潜在去杠杆持正面看法。
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