You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|浦銀國際:上調同程旅行目標價至24港元 看好OTA賽道低線優勢及業務拓展
格隆匯 04-16 14:29
浦銀國際發表報吿引用文旅部數據測算,2024年清明節假期3天全國國內旅遊出遊1.19億人次,按可比口徑較2019年同期增長11.5%;國內遊客出遊花費539.5億元,較2019年同期增長12.7%。旅遊消費金額升幅超過旅遊人次。報吿稱,五一黃金週出行預定熱度依然高升。今年五一假期時間從5月1日至5日,共五天,五一假期旅遊熱潮提前升温,航班預定量走高。機票價格上升趨勢明顯,目前五一假期的國內航線平均票價(不含税)已高於清明假期。此前,同程旅行對2024年旅遊行業充滿信心,行業持續受益於網紅城市吸引年輕人體驗式消費的趨勢。由於行業延續強勁復甦趨勢,以及公司開拓旅行及國際化等業務,報吿預計公司首季收入錄37.2億元,按年增長44%。其中住宿收入預計9.4億元,按年增長13%,交通收入預計17億元,按年增長23%。報吿上調其目標價至24港元,相當於預測今明兩年市盈率分別20倍及16倍。報吿看好公司在OTA賽道的低線優勢以及業務拓展,維持“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account