《大行報告》瑞信上調攜程(TCOM.US)目標價至47美元 評級「跑贏大市」
瑞信發表評級報告指,攜程(TCOM.US)首季收入和利潤率指引均大幅超於市場預測,受惠於農曆新年後商務需求強勁復甦,以及恢復出境旅遊。該行指,被壓抑的需求、定價優勢以及市場份額增加均推動收入復甦速度勝於預期;又指由於航空運力仍需時才可完全恢復正常,故預料上升勢頭在未來一至兩個季度仍會保持強勁增長。
該行表示,將公司今年、明年每股盈測分別上調17%及12%,並將其美股目標價由40美元上調至47美元,維持其評級為「跑贏大市」。
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