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中金:維持復星旅文(1992.HK)“優於大市”評級 目標價9.41港元
格隆匯 06-04 15:47

中金髮表研究報告指,復星旅遊文化(1992.HK)通過新興的實時流媒體和外部電子商務平台紓緩了新冠肺炎的影響,從而加快了其在休閒領域的在線業務。該行維持其“優於大市評級,以及目標價9.41港元。

該行指,三亞亞特蘭蒂斯酒店的受歡迎程度持續上升,在線營銷可促進業務快速復升。另外,該公司的度假酒店業務重新開業後迅速恢復,公司更計劃投資240億元(人民幣,下同),在三亞建設一個更大的旅遊項目。

該行指,未來海南自由貿易港的政策將促進其旅遊業,使旅遊和消費產品多樣化,以及增加遊客流量。該行估計,三亞亞特蘭蒂斯的遊客流量在3年內每年將接近1000萬,預計到那時候其營業利潤將超過10億元。

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