《大行报告》汇丰研究降同程艺龙(00780.HK)评级至「持有」下调目标价至12.3元
汇丰发表研究报告,将同程艺龙(00780.HK)2019至2021年盈利预测分别下调5%、7%及12%,以反映火车票增值服务减少的影响。去年特快列车的票务费用为4.5亿元人民币,预料会在今年下跌至约1.5亿元人民币。地下运输收入仅占第二季总收入30%,有别於前一季的33%至35%,相信要等到第四季才会看到复苏。
该行将公司的目标价由原来的20.5元下调至12.3元,投资评级由原来的「买入」下调至「持有」。
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