《大行》建銀國際升攜程(TCOM.US)目標價至83.6美元 評級「跑贏大市」
建銀國際發表報告,予攜程(TCOM.US)「跑贏大市」評級,目標價由74.2美元上調至83.6美元;對攜程(09961.HK)港股目標價由579港元上調至653港元,評級「跑贏大市」。
報告指,攜程第二季收入148億元人民幣、淨利50億元人民幣,雙雙超預期,住宿收入按年增21%,營運利潤率31%;上調2025至2027年收入及盈利預測1-4%,競爭風險可控,推出50億美元回購,長期增長邏輯穩固。
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