大行評級丨巴克萊:予Booking“增持”評級 二季度業績有望超預期
格隆匯7月14日丨巴克萊銀行預計,在線旅遊公司第二季度的預訂量將與預期持平,而鑑於2023年夏季預訂量將創下歷史新高,7月和第三季度的評論可能會比較保守。該行將對愛彼迎(ABNB.US)的目標價從112美元上調至136美元,評級中性,認為其繼續受到長期投資者的青睞,原因是其在休閒住宿行業的創新以及尚未開發的3000億美元TAM(長期住宿的總可用市場)。該行將對Booking Holdings(BKNG.US)的目標價從2960美元上調至3130美元,評級增持,認為Booking很有可能達到/超過預期,因為其營銷能力較其他競爭對手更強,今年夏天休閒旅遊進入高峯期後,營銷能力將變得更加重要。
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