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《大行報告》里昂升復星旅文(01992.HK)評級至「買入」 目標價9.5元
阿思達克 10-08 10:16
里昂發表研報指,在黃金周期間觀察復星旅文(01992.HK)旗下度假村的經營情況,發現三亞亞特蘭蒂斯及Club Med度假村入住率似乎很健康,雖然未出現房間爆滿的情況,但房價已恢復或接近恢復至往日公眾假期的水平,例如三亞亞特蘭蒂斯酒店10月1日至6日房價提高45%至96%,而10月剩餘時間的平均每日房價亦有所提高。

里昂指,三亞旅遊業持續復甦,將為集團當地業務提供支持,但其中國以外的投資組合則仍然令人擔憂,指出股價較其資產淨值折讓53%,維持目標價9.5元,但根據估值將評級上調至「買入」。

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