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《大行報告》大和升攜程-S(09961.HK)目標價至310元 評級「買入」
大和發表評級報告指,攜程-S(09961.HK)第三季收入及經營利潤均優於預期。即使自10月底起股價上漲了69%,以及明年首季的旅行需求或會短暫中斷,該行預料,進一步放寬防疫措施令被抑壓需求最早於明年次季反映出來。而關鏈催化劑在於重開邊境及增加出境旅遊數量,尤其在中港兩地之間。 該行將公司2023年至2024年每股盈測下調15%至16%,以反映銷售及營銷支出較高,並將其目標價由275元上調至310元,反映中國重新開放,重申其評級為「買入」。(ca/u) ~
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