《大行報告》大摩相信同程藝龍(00780.HK)未來60天股價將上升
摩根士丹利發表技術意見報告,相信同程藝龍(00780.HK)未來60天股價將上升,發生機會率為70%至80%,對其股份評級為「增持」,目標價18元。
該行表示,同程藝龍股份近期遭沽售,使其短期估值更具吸引力。而根據多個消息來源,即將到來的十一黃金周假期(10月1日至8日)部分航線機票價格已完全恢復到去年水平,酒店房價及住宿日數亦分別按年增長20%及30%,包括三亞、重慶及廈門等城市的酒店房價更按年增長100%至300%,且客制旅行團也按年增長24%。大摩預期,受線下用戶獲取和較低線城市業務推動,同程藝龍的恢復速度會較同業更快。
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