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港股異動 | 同程藝龍(0780.HK)升近5% 黃金週旅遊爆發 機構預計公司恢復速度加快
格隆匯 09-16 10:36
格隆匯9月16日丨同程藝龍(0780.HK)近期股價連續上漲,現漲4.9%,報15港元,暫成交9635萬港元,最新總市值324億港元。中國旅遊研究院報告稱,旅遊經濟呈“W 型”恢復,預計全年國內旅遊人數達34.26 億人次。據瞭解,即將到來的十一黃金週假期(10月1日至8日)部分航線機票價格已完全恢復到去年水平,酒店房價及住宿日數亦分別按年增長20%及30%,包括三亞、重慶及廈門等城市的酒店房價更按年增長100%至300%,且客制旅行團也按年增長24%。大摩預期,受線下用户獲取和較低線城市業務推動,同程藝龍的恢復速度會較同業更快。相信同程藝龍未來60天股價將上升,評級“增持”,目標價18港元。

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