《大行報告》瑞信上調同程旅行(00780.HK)目標價至18.6元 評級「跑贏大市」
瑞信發表報告指,國內旅遊需求自6月起有所復甦,政策亦向有利的方向發展,除入境檢疫時間縮短外,近日阿茲夫定(Azvudine)成首款獲批國產新冠口服藥物,可能會是未來進一步放寬措施的關鍵前提。
瑞信預計,同程旅行(00780.HK)第二季收入為12.5億元人民幣,按年下降41%,經調整淨利潤估計約9,500萬人民幣,接近指引範圍的上限。該行相信公司應能從行業需求復甦中受惠,加上目前估值不高,將目標價由17元升至18.6元,評級「跑贏大市」。
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