《大行報告》大摩相信同程旅行(00780.HK)股價60日內跑贏大市
摩根士丹利發表研究報告,預測同程旅行(00780.HK)的股價表現在未來60日內有約70%至80%機率會跑贏大市,指出線上旅行平臺在剛剛過去的除夕及新年假期中表現強勁,國內酒店房過夜數量與2019年(攜程)及去年(同程)相比均增長一倍,憧憬下月初農曆新年假期市場前景會較樂觀。
大摩指出,線上旅行平臺似乎未受近期中國宏觀經濟的疲軟所影響,部分平臺市場份額持續增長,預測同程2024年收入將按年增長超過20%,另外估計同程的旅遊套票產品今年可帶來進一步增長,給予「增持」評級,目標價20元。
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