浦银国际：维持同程旅行(00780)“买入”评级 目标价18港元
浦银国际发布报告称，看好同程旅行(00780)受益于行业需求增长，维持“买入”评级，考虑到近期行业平均估值的变化，调整目标价至18港元。
随着行业需求稳健复苏，该行预计公司二季度收入同比增长48%至人民币42.5亿元，基本符合该行先前预期。其中，该行预计住宿收入同比增长14%，交通票务收入同比增长16%，度假业务收入预计达到7.2亿元。该行预计二季度调整后净利润同比增长4.1%至6.2亿元。随着高基数效应消退，该行预计公司下半年核心OTA同比增速或快于上半年。
暑期旅游需求保持良好势头，根据民航局预测，暑期旅客运输总量有望达到1.33亿人次，较2019年增长10%。出境游需求强劲，国际航线运力明显提升，国际酒店供应链基本恢复到2019年水平。根据航旅纵横大数据，暑运前半个月，出入境旅客运输量同比增长约70%。随着供应端的快速改善，机票及酒店的平均价格同比有所下滑，逐步回归至常态，这也有助于刺激出行需求，利于行业的可持续增长。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.