《大行報告》瑞銀上調同程旅行(00780.HK)目標價至24元 評級「買入」
瑞銀發表報告指,同程旅行(00780.HK)次季業績表現勝於預期,相信本地旅遊持續增長,顯示被壓抑的需求強勁釋放,並於今年可保持超出市場預期。次季收入增長高於疫前水平的80%,本地酒店房間及航空機票亦分別高於2019年次季水平。該行表示,維持對本地旅遊前景樂觀,料強勁勢頭持續至第三、四季。
該行表示,將公司第三季收人預測上調14.5%至32億元人民幣,維持調整後淨利潤率達約18%,同時將今年收入及調整後純利預測分別上調7.8%及14.2%,目標價相應由23元上調至24元,維持其「買入」評級。(ca/s)
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