《大行報告》瑞銀下調同程藝龍(00780.HK)目標價至22元 評級「買入」
瑞銀發表研究報告,指同程藝龍(00780.HK)第二季業績穩固,增長動力持續至7月初,但因內地部分省份新冠疫情反彈以及出現自然災害,令第三季境內旅遊市場變得具挑戰。行業數字顯示,相較2019年,境內航空旅客量在最近數周下跌50%至70%。
考慮近期境內旅遊疲弱,該行下調同程藝龍第三季收入預測31.1%,預期同程藝龍第三季收入較2019年同期跌8.8%,並降其全年收入預測10.8%至79億元人民幣,假設疫情快速受控下,預期國慶黃金周將釋放積壓需求,並帶動收入於第四季回復增長,維持「買入」評級,目標價由24元降至22元。
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