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《大行報告》大摩上調同程藝龍(00780.HK)目標價至23元 評級「增持」
阿思達克 05-18 09:53
摩根士丹利發表報告指,同程藝龍(00780.HK)今年首季收入為16.1億元人民幣,按季下跌11%,較2019年同季則下跌10%,同時較市場預測高3%。至於經調整純利為2.96億元人民幣,較市場預測高19%。

該行表示,積壓需求強勁及成本控制,令集團今年第二季的收入及經調整純利指引較市場預期分別高9%及15%,意味今年第二季收入較2019年同季增長30%至35%,較首季的下跌10%有明顯改善。

大摩上調同程藝龍股份目標價,由22元升至23元,評級維持「增持」,並調升集團今年至2023年每股盈利預測。該行相信,預測向上修訂周期、暑假旺季及增長較同業更有能見度和更強勁,有助集團股份進一步估值重評。

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