信达证券04月29日发布研报称,给予锦江酒店(600754.SH,最新价:53.7元)增持评级。评级理由主要包括:1)拓店同比略有放缓,储备店数量提升;2)大陆酒店出租率承压,境外酒店RevPAR恢复至疫前近8成;3)境外收入强势复苏;4)受益于非经常损益,归母净利润同比减亏。风险提示:疫情反复对旅游行业影响的风险,宏观经济下行风险,扩张速度的风险,经营成本上升的风险,加盟店管理风险。AI点评:...
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