《大行報告》大摩相信攜程(TCOM.US)股價60日內將跑贏大市
摩根士丹利發表研究報告,相信攜程(09961.HK)(TCOM.US)的股價在未來60日內有70%至80%機率會跑贏大市,指出公司年初至今經營表現強勁,預測今年首季收入將達到80億元人民幣,非通用會計準則下經營利潤則將達到15億元人民幣,大幅高於市場預期。
該行解釋,國內被壓抑的旅遊需求強勁、公司出境旅遊市場份額增長,加上行業運力有所恢復,預期即將到來的公眾假期及暑假將成為催化劑。該行又指,國際航班運力亦將逐步恢復,攜程數據顯示預期至6月份將恢復至50%水平,今年底料恢復至80%至90%。
大摩維持對攜程的「增持」評級,美股目標價50美元,對應2024年預測市盈率約25倍。
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