《大行報告》花旗上調攜程(TCOM.US)目標價至32美元 評級「買入」
花旗發表評級報告表示,攜程(TCOM.US)今年首季收入按年持平於約41.09億元人民幣,較該行及市場預測高出7%;Non-GAAP虧損3,600萬元人民幣,遠少過該行及市場預測錄虧損分別4.01億及3.59億元人民幣。
該行表示,管理層指當疫情大致上受控後,內地旅遊需求錄強勁反彈,在過去兩週酒店預訂數量超出疫前水平;同時,由於美國、歐洲及亞洲取消更多防疫限制,內地及跨境旅遊有強勁復甦,以致國際旅遊業務增長勢頭持續。
該行表示,考慮到新冠疫情影響,將攜程今年收入預測下調5%,並將攜程今年、明年及2024年的盈利預測分別上調157%、1%及2%,以反映營運支出控制優於預期。
該行表示,將其目標價由29美元上調至32美元,維持其評級爲「買入」。
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