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《大行报告》摩通上调同程艺龙(00780.HK)目标价至18元 评级「增持」
阿思达克 08-25 11:00
摩根大通发表研究报告,指出同程艺龙(00780.HK)将於8月28日公布第二季业绩,预期收入按年跌24%至12亿元人民币,达到其指引的上限。该行相信,成交总额的势头或会令市场失望,主要是受到北京第二波疫情拖累。在业务细分方面,预期交通票务收入将下跌21%,酒店预订收入下跌32%。

另外,该行预期公司非会计准则计算的纯利按年跌55%至1.75亿元人民币,希望公司能在成本控制上作出另一个深刻的表现。除了销售及市场营销之外,希望大部分的成本削减都能维持不变,认为这能让公司从危机中脱身而出及拥有更有利可图的成本结构。目标价由原来的17元上调至18元,投资评级为「增持」。

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