《大行報告》瑞銀上調攜程(09961.HK)盈測 美股目標價升至44美元
瑞銀發表研究報告,指對攜程(09961.HK)自3月起的本地遊需求感到鼓舞,並帶動首季收入勝預期,增長動力相信可於今年餘下時間持續。本季至今本地住宿與機票訂單數字較2019年同期增長20%,整體訂單亦回復至疫情前水平。除市場復甦外,公司亦致力改善企業和短途客服務。惟外遊需求復甦十分緩慢,料最少短期內難以透過本地遊復甦所抵銷。
該行升攜程次季收入預測11.2%,但下調下半年收入預測,以反映復甦趨緩和;今明兩年收入預測分別升2.3%及0.6%。該行升2021至2023年各年每股盈測分別46%、2%及2%。予美股目標價由43美元升至44美元,並維持「中性」評級。
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