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《大行報告》裏昂上調同程旅行(00780.HK)目標價至16.8元 評級「跑贏大市」
阿思達克 04-20 10:32
裏昂上調同程旅行(00780.HK)目標價由16元至16.8元,維持評級「跑贏大市」。 該行預計,同程旅遊第一季業績將與16.6億元人民幣(下同)收入和2.42億元的經調整淨利潤預測一致。在最壞的情況下,如果4月份封城等情況繼續下去,第二季收入可能按年下降約40%,經調整淨利潤率約爲10%。該行將2022年收入預測削減9%,反映第二季最疲弱情況,但仍預期2023年收入和遠期市盈率水平正常化。
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