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《大行報告》大和升華住集團-S(01179.HK)目標價至40元 RevPAR指引保守
阿思達克 03-22 09:49
大和發表研究報告指,華住集團-S(01179.HK)2024年的每可用客房收入指引(RevPAR)相對較為保守,並掩蓋了業績中許多積極的關鍵因素。例如集團Legacy-Huazhu第四季度EBITDA利潤率創新高,以及集團酒店迅速加速的開業勢頭。 該行指雖然集團的指引較為保守,不過商務旅遊的逐步復甦,以及休閒旅遊需求所帶來的市場份額持續增長,大和對集團2024年RevPAR中單位數的增長預期感到滿意,因此將華住集團-S的目標價由36元上調至40元,並維持「買入」評級。 另外,大和對集團2024年及2025年EBITDA預測,基本上保持不變。另外,亦預測集團2026年EBITDA將達87億元人民幣。(js/u) ~
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