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《大行報告》花旗下調復星旅文(01992.HK)目標價至13元 評級「買入」
阿思達克 08-23 10:21
花旗發表研究報告指,復星旅遊文化(01992.HK)旗下Club Med業務自5月起復甦,容納率回復至2019年的73%水平;而截至7月底,下半年訂房率亦回復至2019年的84%。 該行指,Club Med的的利潤率已超疫情前水平,主因其策略提升及結構成本控制。預期容納率於2024年增26%,可以進一步鞏固加速增長。在下半年復甦的情況下,料公司可於明年起回復盈利。目前估值吸引,相信已過份計入短期風險,相信歐洲、中東以及非洲,以及美洲抑壓需求強勁,看好未來90日的表現。目標價由13.5元降至13元,評級「買入」。
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