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《大行報告》美銀證券升攜程(TCOM.US)目標價至56美元 評級「買入」
阿思達克 02-26 14:54
美銀證券發表報告指,攜程(TCOM.US)去年第四季業績穩健,反映本地旅遊需求佳、出境遊復甦。公司預期今年首季宏觀經濟仍然不確定,但新年及農曆新年的預訂趨勢健康,預示今年休閒出行的需求仍然強勁。農曆新年本地酒店及機票預訂按年增加50%,出境遊預訂則接近全面恢復至2019年水平。 展望今年,管理層預期本地收入健康增長,出境遊全面恢復將為今年增長的主要推動力,國際業務擴充是長期持續增長的關鍵。 該行將公司今明兩年收入預測上調4%至7%,non-GAAP純利預測上調5%至6%,其美股目標價由50美元上調至56美元,重申評級「買入」。
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