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《大行報告》瑞銀升攜程(TCOM.US)評級至「買入」 目標價上調至41美元
瑞銀發表報告,預料內地防疫限制放寬後,長途旅遊將恢復強勁表現,重新跑贏短線遊及本地遊;相比其他同行,料攜程(TCOM.US)更能受惠,並預計公司今年第三季本地收入按年增逾10%,升幅自2020年來首度超越同程旅行(00780.HK),主要是夏季長途旅行需求具韌性。至於海外旅遊方面,該行表示,即使目前仍有不確定因素,但預料未來數月將會持續改善。 該行表示,將攜程今年第四季收入預測下調5%至49億元人民幣,主要是受到10月份的旅遊限制和11月份新冠確診上升等影響因素,但同時該行將公司明年及2024年的收入預測分別上調4.8%及6.5%,並維持公司明年營運利潤率預測約17%,後年預測則上調1個百分點至23%,以反映收入組合改善及經營槓桿。 該行將攜程美股目標價由28美元上調至41美元,並將其評級由「中性」升至「買入」。
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