《大行報告》大摩相信同程藝龍(00780.HK)股價60日內將跑贏大市 評級「增持」目標價18元
摩根士丹利發表報告表示,同程藝龍(00780.HK)股價先高位回落15%至20%,以反映其首季業績差於預期;但該行相信同程藝龍是「重開」受惠股之一,目前內地旅遊業亦由2月份低位強勁反彈,料帶動其盈利增長,同時在未來3至4個月內可能續簽微信協議可能有助於股份重新評級。
該行預期同程藝龍未來60日會上升,機會率高達70%至80%,予其「增持」評級及目標價為18元。
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