《大行報告》高盛上調同程旅行(00780.HK)目標價至21.6元 評級「中性」
高盛發表評級報告指,同程旅行(00780.HK)次季純利達5.92億元人民幣,高於市場預期,主要是次季收入按季升11%至28.7億元人民幣。儘管市場擔心近期消費疲軟,但管理層仍持樂觀態度,認為上半年的強勁復甦勢頭已持續至第三季。即使現時提前預訂窗口仍然相對地較短,但管理層預計休閒旅遊的強勁需求將延續至10月份的黃金周假期。
該行指,管理層維持第三季收入增長,較2019年同期水平高出53%至58%,全年收入則達112億至118億元人民幣之間,較2019年同期水平高出51%至60%。該行料,公司第三季純利達5.95億元人民幣,並將公司在2023年至25年純利預測上調1%至11%,並將其目標價由20.8元上調至21.6元,維持其評級為「中性」。
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