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大行評級|建銀國際:上調同程旅行目標價至23.7港元 預計核心OTA業務將保持良好勢頭
格隆匯 03-24 14:04

建銀國際表示,維持同程旅行“優於大盤”評級,目標價由22.8港元升至23.7港元。

該行指出,同程的2024年第四季度收入爲42.4億元,按年增長35%,調整後的淨利潤爲6.6億元,按年增長37%,比該行的預期高出5%,比市場預期高出10%,這得益於超出預期的酒店和旅遊收入。

該行預計同程的核心OTA業務將保持良好勢頭,得益於酒店間夜數的兩位數增長、穩定的平均每日房價、更高的入住率和酒店管理業務的加速發展。

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