《大行報告》里昂升同程藝龍(00780.HK)評級至「買入」 目標價上調至20元
里昂發表研究報告指同程藝龍(00780.HK)第四季收入符預期,而盈利勝預期。內地自去年12月起疫情反彈,相信情況至今已大致改善,料3月份旅遊量會見完全復甦。
該行指,在積極推廣品牌和用戶增長的情況下,公司目標是在低線城市成為第一旅遊品牌,該行對公司至今的執行力印象深刻,加上未來疫苗接種的覆蓋度,以及與騰訊(00700.HK)的合作等,相信股價會有重估潛力,目標價由17元升至20元,評級由「跑贏大市」升至「買入」。
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