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港股異動 | 同程藝龍(0780.HK)大漲超9% 本月25日放榜 國內旅遊業將復甦
格隆匯 03-20 15:33
格隆匯3月20日丨同程藝龍(0780.HK)延續反彈,現大漲9.26%,報10.38港元,暫成交6880萬港元,最新總市值221億港元。同程藝龍將於3月25日舉行董事會以批准年度業績及其發佈。大摩發佈報告稱,公司短期估值具吸引力,預期股價在未來60日有70%至80%機率將跑贏大市,予目標價16港元。同業Trip.com今年首季業績表現好於預期,票務業務及內地旅行服務業務都有起色,相信同程藝龍有95%收入來自內地市場,而且成本結構較Trip.com更簡單。此外,國內多地發放消費券總額達數億元,涉及餐飲文旅等行業。A股尾盤餐飲旅遊股集體走強。隨着疫情的持續好轉,餐飲旅遊業將復甦。
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