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《大行報告》大和上調攜程-S(09961.HK)目標價至390元 出境遊勢頭強勁
大和發表報告指,即使攜程-S(09961.HK)次季調整後利潤略勝預期,但相信下半年外遊收入增長勢頭仍保持強勁,主要是航空運力進一步放寬。該行預料,第三季航空運力進一步上升,而中秋及國慶假期期間的需求或會強勁,並料總收入按年升98%至137億元人民幣。至於全年而言,該行相信外遊收入回復至2019年水平的60%。 該行表示,將攜程在2023年至2025年盈利預測上調9%至17%,並將其目標價由344元上調至390元,相當於預市盈率25倍,維持其評級為「買入」。(ca/w) ~
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