大摩:維持同程藝龍(0780.HK)增持評級 目標價20港元
摩根士丹利發表研究報吿稱,根據中國文化和旅遊部公佈,中秋節3日假期期間,國內旅遊人次8816萬,收入371.5億元人民幣(下同),分別恢復至2019年水平的87%及79%。該行指,與2019年的水平比較,今年中秋假期期間,同程藝龍(0780.HK)短途旅遊產品訂單量增46%。
根據該行估計,集團酒店間夜量在假期期間較2019年增長逾20%,表現較8月份跌10%明顯改善,料優於行業平均水平;其中估計高線城市增長逾10%,低線城市增長超過50%。該行維持今年第三季集團本地酒店間夜量較2019年增10至15%的預測。
該行維持對其“增持”評級,目標價20港元。

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