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同程藝龍(0780.HK)股價再創新高,市值突破463億港元
格隆匯 05-26 17:21

格隆匯5月26日丨今年以來,同程藝龍(0780.HK)股價不斷上漲,呈不斷突破新高之勢,多次刷新歷史紀錄。

5月26日,同程藝龍股價盤中最高漲至21.3港元/股,創下了上市以來的股價新高。截至當日收盤,同程藝龍股價報收於21.10港元,較上一個交易日漲2.68%,與年初首個交易日相比累計漲幅超過40.85%,目前總市值約463億港元。

根據此前發佈的財報數據顯示,2021年第一季度,同程藝龍實現收入16.1億元,同比增長60.6%,實現經調整淨利潤3億元,同比增長279.5%。同程藝龍平均月活用户達到2.3億,同比增長57.8%;平均月付費用户達到2730萬,同比增長84.5%。

第一季度,同程藝龍國內住宿預訂間夜量較2019年同期增長45%,國內機票銷量較2019年同期增長達到20%,汽車票銷量較2019年同期增長近150%。

進入二季度,國內旅遊市場快速復甦。2021年“五一”出遊人數較較疫情前同期(2019年)的1.95億人增加了0.35億人,出遊人數達到2.3億人次,4月份航空或火車票量回升至2019年同期水平的96%及92%。即將到來的端午和暑期,也帶動了整個旅遊板塊股價的快速上升。

多家國際知名投資銀行對同程藝龍一致唱好,如大摩、瑞信、匯豐、瑞銀、高盛等紛紛在公司靚麗業績發佈後更新了研報,看好其後市表現。其中,瑞信、大摩、高盛分別升公司目標價至21.5、23、23.5港元,匯豐上調同程藝龍評級至“買入”同時更一口氣將目標價調高40%,瑞銀更進一步把同程藝龍的目標價提升至24港元的高位。

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