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大行評級|建銀國際:上調同程旅行目標價至22.8港元 旅遊需求持續升温
格隆匯 11-21 13:53
建銀國際的研究報吿指,同程旅行第三季業績超出預期,預期第四季核心線上旅遊代理(OTA)的增長勢頭將持續,這得益於酒店房晚和機票銷售量的高雙位數增長、穩定的酒店平均每日房價以及提高的收費比率。該行目前預測核心OTA和總收入在2024年第四季分別按年增長20%和29%。另外,預計調整後的純利將按年增長24%,達到6億元,這意味着調整後的淨利潤率為14.8%。該行將同程2024年至2026年的盈利預測上調各自4%,因為旅遊需求持續升温,將目標價從20.5港元上調至22.8港元,維持“跑贏大市”評級。
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