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《大行報告》摩通上調同程藝龍(00780.HK)目標價至25元 評級「增持」
摩根大通發表報告指,同程藝龍(00780.HK)與主要股東騰訊(00700.HK)就使用微信錢包等進行合約更新,並訂立合作及營銷推廣框架協議。雖然實際金額等詳情沒有披露,但認爲有關條款較市場及該行預期更爲利好。

該行表示,騰訊將向同程藝龍提供流量支援,及提供廣告及營銷推廣服務,而流量支援費用(最多5億至6億元人民幣)是遠低於該行早前預期的每年10億元人民幣,只佔同程藝龍銷售不足5%。

摩通上調同程藝龍股份目標價,由22元升至25元,評級維持「增持」,相信集團在中國本土旅遊的增加下是具吸引力的企業,特別是在疫情過後。

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