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大行評級|麥格理:上調同程旅行目標價至24.3港元 第四季業績表現穩健
格隆匯 03-21 11:09
麥格理髮表研究報吿指,同程旅行2024年第四季業績表現穩健,得益於用户補貼政策調整和增值服務交叉銷售改善,平台佣金率顯著提升。考慮到今年出境遊業務貢獻增加,以及平台佣金率持續健康成長,該行預計同程旅行利潤率將擴張。考慮到利潤前景更強勁,將今明兩年經調整淨利潤預測分別上調4%及2%,目標價從23.4港元上調至24.3港元,評級“跑贏大市”。
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