大行評級|傑富瑞:維持同程旅行“買入”評級及目標價28.2港元 預計次季收入增長49%
傑富瑞發表研究報吿指,預計同程旅行第二季收入及非國際財務報吿準則盈利將符合預期。在穩定的競爭格局下,預計國內旅遊將受到住宿和交通量推動,而國際旅遊正處於投資階段的早期階段。該行維持其“買入”評級及目標價28.2港元。
該行預測,次季集團收入增長49%至約43億元,其中,核心OTA收入將升24%至約36億元,又預計住宿和交通收入將增約10%和20%。該行預期,在次季廣吿、會員資格和酒店管理的推動下,其他收入將增90%;經調整利潤約為6.06億元,非國際財務報吿準則淨利潤率約為14%。
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