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《大行報告》花旗對攜程集團(TCOM.US)開啟30天上行催化劑觀察
花旗發表研究報告,表示對攜程集團(09961.HK)(TCOM.US)開展30天上行催化劑觀察期,至8月27日結束,指出進入第三季,7月份數據顯示中國國內旅遊需求向好,被壓抑的需求得到釋放,同時國際航班運力持續改善,預期集團今年第二季業績將基本符合市場預期。 該行指出,中央政治局會議表明要加強提升國際航班量,下半年出境遊有望復甦,維持對攜程第三季業績預測,並預期有進一步增長空間。 花旗給予「買入」,形容行業最壞時期可能已經過去,加上出境及國際旅行的不確定性已反映在股價表現上,相信未來可受惠於國內市場持續復甦及歐洲旅行限制放寬,給予美股目標價47美元。
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