《大行報告》花旗:內地農曆新年旅遊數據良好 「買入」攜程(TCOM.US)及同程旅行(00780.HK)
花旗發表報告指,內地農曆新年旅遊數據良好;報告引述內地文化和旅遊部數據指,春節黃金周八日期間,國內遊人次4.74億,總花費6,327億元人民幣,較2019年同期分別增長19%及7.7%,不過每名遊客平均消費較2019年減少9%,反映消費氣氛審慎。入境及出境遊的旅客量相當於2019年大約90%,仍低於疫情前水平,不過符合該行預期。
報告指,在春節期間,休閒旅遊及家庭團聚的需求穩定,雖然宏觀經濟疲弱,但出行需求仍具韌性,由於去年首季國內遊的比較基數低,而出境遊的比較基數亦非常低,估計今年首季網上旅遊服務按年有增長,建議「買入」攜程美股(TCOM.US)及同程旅行(00780.HK),當中攜程美股目標價49美元,同程旅行目標價25港元。
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