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大行評級丨建銀國際:上調攜程目標價至579港元 維持“跑贏大市”評級
格隆匯 05-21 10:53
建銀國際發表報吿,維持攜程“跑贏大市”評級,美股目標價由68美元上調至74.2美元,H股目標價由531港元上調至579港元。報吿指,攜程第一季度調整後經營利潤率達29%,因收入符合預期小幅超預期。五一假期期間公司仍表現強勁,跨境酒店/機票預訂量按年增30% /兩位數。境內業務亦展現韌性,酒店預訂量按年增逾20%,且平均房價跌幅收窄。該行預計公司旗下國際OTA平台Trip.com將通過市場份額提升及加大行銷持續實現50%以上增長,2025年第二季及全年收入有望實現15%的穩健增長。
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