大行評級|大華繼顯:上調攜程目標價至556港元 首季盈利大幅超出預期
大華繼顯發表研究報吿指,攜程今年首季盈利大幅超出預期,非美國通用會計準則淨利潤達到40.55億元,按年增長96.4%,較該行及市場預期分別高出49%及45%,淨利率按年提升11.6個百分點至34%,亦超出該行及市場普遍預期。攜程管理層估計2024年第二季度收入按年增長將介乎11%至16%,達到125億至130億元,符合市場現時預期。
大華繼顯指出,公司收入增長趨勢持續,早前的五一勞動節假期行業數據亦顯示,出境旅遊需求仍然向好,相信有助推動集團酒店預訂及機票銷售業務增長,維持“買入”評級,目標價從433港元上調至556港元。
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