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大行評級丨中銀國際:微升同程旅行目標價至23.6港元 重申“買入”評級

中銀國際發表研究報告指,同程旅行首季經調整淨利潤同比增長41%,勝於該行預期。報告指,業績反映公司策略仍然奏效,同時,集團專注低線城市用戶亦使其表現短期內優於同行。公司繼續強調進一步變現,並提升其銷售和市場推廣工作的投資回報率,預期這將支持其利潤率。

該行表示,即使未計入同程擬收購萬達酒店管理的交易,仍對其今年實現淨利潤按年增長20%更有信心,重申對其“買入”評級,目標價由23.3港元輕微上升至23.6港元。

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