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《大行報告》野村料攜程(TCOM.US)受惠防疫政策鬆綁 同時睇好美團-W(03690.HK)和騰訊(00700.HK)等
野村發表研究報告指,中國最近放寬防疫措施,這或有助於推動中國跨境旅遊行業的復甦。該行業在過去三年受到嚴格限制的打擊,而跨境旅遊的市場領導者攜程(TCOM.US)可能會成為最新政策放鬆的主要受惠者。該行提到,出境旅遊佔疫情前攜程總收入的約25%,而2022年第三季約為3%,在放寬邊境限制和被壓抑的旅行需求的支持下,料由2023年初起會有顯著改善。該行料攜程的出境業務可能會在2023年反彈至疫情前水平的約40%。 該行表示,攜程是其在中國互聯網行業的其中一個首選,另外,還同時睇好美團-W(03690.HK)、京東(JD.US)、京東健康(06618.HK)和騰訊(00700.HK),均給予「買入」。 股份 | 投資評級 | 目標價 美團(03690.HK) | 買入 | 200港元 京東健康(06618.HK) | 買入 | 84港元 騰訊(00700.HK) | 買入 | 398港元 京東(JD.US) | 買入 | 76美元 攜程(TCOM.US) | 買入 | 43美元
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