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麥格理:重申同程藝龍(0780.HK)跑贏大市評級 目標價21.4港元
格隆匯 07-23 13:10

麥格理髮表研究報吿指,重申同程藝龍(0780.HK)跑贏大市評級,目標價21.4港元。

麥格理稱,同程藝龍年初至今的回報約28%,為互聯網行業內股價表現較好的其中一隻股份,相信表現可維持。雖然6月廣東一線城市出現一波疫情,產生一些負面影響,但集團的策略是專注低線城市,故在行業中較具韌性。

集團採取了積極策略獲取用户,以捕捉低線城市的機會,該行相信其營運效率高,將有助跑贏同業。該行預計集團今年第二季非國際財務報吿準則淨利潤為3.96億元人民幣,接近集團指引3.5億至4億元人民幣的上限。該行認為,強勁的收入增長將成為盈利上升的主要動力。

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