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《大行報告》美銀證券上調攜程-S(09961.HK)目標價至283元 等待中國為全面復甦而重新開放
美銀證券發表評級報告指,攜程-S(09961.HK)表示暫未從內地政府聽聞任何有關重新開放的時間表,相比早前對10月舉行的二十大會議有所期望,目前管理層持審慎態度,料明年首季或會出現有意義的政策改變。 該行預計,公司今年第三、四季收入分別按年增23%及12%,非通用會計準則經營利潤則分別達11.1億元人幣及3.1億元人幣,並預料國際業務恢復及本地住宿需求,將抵銷因疫情和防疫措施以致長途旅程承壓。 該行將公司2023至24年非通用會計準則淨利潤上調7%至16%,以反映明年上半年重開及當收入全面恢復,會有更好利潤;同時,該行將其目標價由267元上調至283元,重申其評級為「買入」。(ca/u) ~
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