BOCI Research: Maintains target price of 83.84 Hong Kong dollars for BOC Aviation (02588.HK), with stable operational performance in the second quarter.

Zhixin Finance APP learned that CCB International released a research report stating that China Construction Bank Aviation Leasing (02588.HK) maintained stable business growth in the second quarter, and the uncertainty of US tariffs seems to have had minimal negative impact on the global aviation industry in the first half of the year. However, due to the complexity of the aviation industry supply chain and the low substitutability of small suppliers, supply chain issues still deserve attention, with aircraft manufacturers still delaying aircraft deliveries. However, the bank believes that the global aviation passenger industry will continue to improve in the second half of the year, which should benefit the business operations of China Construction Bank Aviation Leasing, and believes that it will still achieve positive profit growth in 2025. The bank maintains a "buy" rating on China Construction Bank Aviation Leasing with a target price of HK$83.84.