《大行》美銀降同程(00780.HK)目標價至20元 重申「買入」評級
美銀證券發表報告,預計同程(00780.HK)第二季業績符合或達到市場預期高點。該行預計同程將於8月底公布第二季業績。預測總收入預計按年增長10%至47億元人民幣,non-GAAP營運利潤為8.43億元人民幣,按年增長28%,non-GAAP淨利潤預計為7.54億元人民幣,按年增長15%,略高於市場共識。
該行認為,儘管近期來自京東的競爭加劇,同程第二季酒店佣金率提升和OTA利潤率改善的趨勢依然保持。重申「買入」評級,目標價由23港元降至20港元。
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