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研報掘金|華泰證券:上調同程旅行目標價至25.8港元 利潤釋放持續有力

華泰證券發表研究報吿指,同程旅行第三季收入按年增長51%,基本符合市場預期;經調整淨利潤按年升46.6%,超出預期10.2%。期內旅遊旺季需求景氣,高基數下收入端基本符合預期,出境業務維持高增長態勢;精細補貼策略下費用端管控成效顯著,帶來利潤端顯著超出市場預期。

華泰證券指出,同程利潤釋放持續有力,預計集團2024至26年的收入分別達173億、219億及265億元,經調整淨利潤預期達27.7億、36.7億及45.1億元。該行又將集團目標價由23.1港元上調至25.8港元,評級為“買入”。

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