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同程艺龙(0780.HK)股价再创新高,市值突破463亿港元
格隆汇 05-26 17:21

格隆汇5月26日丨今年以来,同程艺龙(0780.HK)股价不断上涨,呈不断突破新高之势,多次刷新历史纪录。

5月26日,同程艺龙股价盘中最高涨至21.3港元/股,创下了上市以来的股价新高。截至当日收盘,同程艺龙股价报收于21.10港元,较上一个交易日涨2.68%,与年初首个交易日相比累计涨幅超过40.85%,目前总市值约463亿港元。

根据此前发布的财报数据显示,2021年第一季度,同程艺龙实现收入16.1亿元,同比增长60.6%,实现经调整净利润3亿元,同比增长279.5%。同程艺龙平均月活用户达到2.3亿,同比增长57.8%;平均月付费用户达到2730万,同比增长84.5%。

第一季度,同程艺龙国内住宿预订间夜量较2019年同期增长45%,国内机票销量较2019年同期增长达到20%,汽车票销量较2019年同期增长近150%。

进入二季度,国内旅游市场快速复苏。2021年“五一”出游人数较较疫情前同期(2019年)的1.95亿人增加了0.35亿人,出游人数达到2.3亿人次,4月份航空或火车票量回升至2019年同期水平的96%及92%。即将到来的端午和暑期,也带动了整个旅游板块股价的快速上升。

多家国际知名投资银行对同程艺龙一致唱好,如大摩、瑞信、汇丰、瑞银、高盛等纷纷在公司靓丽业绩发布后更新了研报,看好其后市表现。其中,瑞信、大摩、高盛分别升公司目标价至21.5、23、23.5港元,汇丰上调同程艺龙评级至“买入”同时更一口气将目标价调高40%,瑞银更进一步把同程艺龙的目标价提升至24港元的高位。

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