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大行評級|瑞銀:上調同程旅行目標價至25.5港元 維持“買入”評級
格隆匯 07-17 11:56
瑞銀髮表研究報吿指,預計同程旅行第二季的核心OTA收入將按年增長12.6%,符合市場預期及公司介乎10%至15%的指引。住宿方面,該行相信向優質酒店轉移的有利組合將推動同程的國內ADR按年增長,加上住宿日數增加及出租率按年改善,將支撐公司第二季住宿收入實現中雙位數增長。另外,受惠於同程旅行在成本控制及營運效率改善的努力,該行預計第二季經調整淨利潤維持在7.43億元,全年預計達34億元。瑞銀將同程旅行的目標價由24.5港元上調至25.5港元,維持“買入”評級。
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