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《大行》花旗料黃金週旅遊需求強勁 續籲買入攜程(TCOM.US)同程(00780.HK)
阿思達克 09-17 09:51
花旗研究報告指,國家商務部等多部門推出新文件,當中提及要「吸引更多入境旅客」與「優化學生假期安排」,後者提出探索實施中小學春假、秋假制度,並縮短寒暑假時間。該行認為,若政策落地實施,可顯著增加長線家庭旅遊。 此外,今年黃金週假期共有8日,較去年多1日,該行預計期間旅遊需求將強勁,長線遊及出境遊可更受惠。國家鐵路集團預測,為期12天的鐵路運輸期間,旅客量將達2.19億人次,日均1,825萬人次;相比去年同期運輸期為10天,旅客量1.77億人次,日均1,770萬人次。 花旗維持對攜程(TCOM.US)及同程(00780.HK)的買入評級,目標價分別為85美元及28港元。
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