《大行报告》大摩相信同程艺龙(00780.HK)股价60日内跑赢大市 评级「增持」
大摩发表的研究报告指,料同程艺龙(00780.HK)股价将在60日内跑赢大市,发生的可能性有70-80%,予评级「增持」,目标价22元。
该行指出同程艺龙最近股价向下,短期估值更吸引,同程艺龙及携程(09961.HK)将在本周公布业绩,估计次季收入指引将是自疫情爆发以来首次超越市场预期,主要受惠同程艺龙在清明节及「五一」期间房间晚数分别较2019年强劲增长90%及66%,而「五一」内地酒店行业平均房价亦较2019年升33%,较清明假期显着改善。该行相信规模增长主要是受惠近期的推广优惠及抽奖等,而公司现价相当於2022年预测市盈率的15倍,考虑到同程与微信的协议将在6月至7月更新,估计将带动重估。
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