《大行報告》大和降攜程集團(TCOM.US)評級至「跑贏大市」 目標價維持40美元
大和發表報告指,雖然攜程集團(TCOM.US)仍然是內地重新開放的受惠者,但鑒於該股股價過去六個月跑贏同行,認為已大致反映重新開放的利好消息,建議投資者在回調時收集該股。
大和指,隨著中國不再要求對入境旅客進行檢疫,以及內地和香港通關,大眾需要時間來申請簽證和計劃長途旅行,並認為由於海外航班容量有限,預計攜程收入要待今年下半年才能明顯恢復至2019年的水平,料全年總收入將恢復到2019年水平的83%。
該行將攜程今明兩年的收入和盈利預測上調2%至15%,以反映內地與香港通關早過預期。大和將其美股評級由「買入」降至「跑贏大市」,但目標價維持40美元。
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