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《大行報告》瑞信上調同程藝龍(00780.HK)目標價至20元 評級「跑贏大市」
阿思達克 03-03 09:52
瑞信發表報告表示,過去冬季,中國的整體旅行需求受到新冠疫情反彈的負面影響,導致12月旅行活動按月下降,並在農曆新年期間大大減少了國內旅行,預期對同程藝龍(00780.HK)12月及今年首季收益帶來影響。

報告補充,在疫情受控下,農曆新年假期後鐵路及航空客流量已回復至2019年約80%的水平,因此相信自3月起,對被壓抑的旅遊需求感到樂觀。該行下調同程藝龍2021年度盈利預測12%,以反映首季業務疲弱,但將其目標價由18元上調至20元,維持「跑贏大市」評級。

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