《大行報告》里昂下調同程藝龍(00780.HK)目標價至14.8元 評級「買入」
里昂發表報告表示,預期同程藝龍(00780.HK)今年首季收益按年下跌44%至9.93億元人民幣,與公司指引一致,而經調整純利料按年跌89%至4,700萬元人民幣,靠近公司0至5,000萬元人民幣指引的上端。
該行估計,同程藝龍4月份銷量會進一步回復至去年同期之約60%至70%,主要是商務旅行所帶動,而在繼續採取檢疫措施和輸入個案不確定的情況下,休閒旅行的需求將緩慢復甦。該行下調其今明兩年經調整純利預測14%及3%,以反映對前景較保守的看法,目標價相應由15.2元降至14.8元,維持「買入」評級。
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