《大行報告》花旗下調同程旅行(00780.HK)目標價至17元 評級「買入」
花旗發表研究報告,同程旅行(00780.HK)第一季收入及經調整盈利均高於該行及市場預期,而隨着疫情逐漸得以控制,預計公司今年下半年的收入增長將會復甦。
該行將同程旅行2022、2023和2024年的盈利預測分別下調12%、7%、4%,以反映新冠疫情影響超預期,目標價由18.5元下調至17元。
花旗補充,市場對網上旅行代理行業的預期較低,由於同程穩健的執行能力和在低線市場的市場份額持續增長,維持對其「買入」評級,並將重新開放旅遊視爲關鍵催化劑。
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