大行評級|花旗:上調同程旅行目標價至26港元 預期下半年核心OTA業務收入將加速增長
花旗發表研報指,維持對同程旅行2025財年第一季業績預測,與市場預期大致相符。該行認為首季核心線上旅遊平台(OTA)業務有望達標,住宿業務因其對低端酒店的較高敞口而保持不錯的勢頭,其ADR相較行業更具韌性。花旗預期,2025財年下半年同程核心OTA業務收入將錄得加速增長,主要得益於2024財年第二季的高基數及自去年5月起縮減低質量業務。該行將同程目標價由24港元上調至26港元,維持“買入”評級。
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