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大行評級|交銀國際:上調攜程目標價至605港元 上調今明兩年收入預測
交銀國際發表報吿,稱攜程第三季收入按年增長16%至159億元,優於該行預期的2%,當中酒店業務表現較好,交通業務增長恢復常態化,預計Trip.com將錄得持續貢獻收入增量。因此,將攜程今明兩年收入預測分別上調4%及6%,上調H股目標價至605港元,維持“買入”評級。交銀國際稱,預計攜程第四季收入按年增長19%至123億元,較市場預期的121億元為高,當中住宿收入將增長29%。內地酒店ADR壓力持續減弱,機票收入增速轉為正增長,將帶動內地收入增加13%至14%。出境料繼續有所復甦,預計增速約30%。至於Trip.com方面,第四季為海外旺季,對收入貢獻預計增至12%,預計調整後經營溢利按年持平於26億元。
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