智通财经APP获悉，建银国际发布研报称，为充分掌握携程集团-S(09961)旗下附属公司投资的价值，该行将估值方法由市盈率改为SOTP，得出新目标价，目标价由531港元升至579港元，幅度9%。基于集团稳健的前景和其核心品牌Trip.com的长期机会，维持其“跑赢大市”评级。
报告表示，尽管携程集团第二季出境旅游业务面临较高基数挑战，但劳动节假期表现强劲，且国内业务亦有韧性，ADR跌幅也有所收窄。该行预期集团国际一站式旅行平台将会因市场占有率的提升和市场营销的加强而保持50%以上的增长。建银国际同时预计，携程今年第二季及全年的业绩将有15%的稳健增长。若集团的行销投资将着重于投资报酬率和控制对集团利润的影响，该行预计集团第二季及全年经调整营业利润率各29%/28%，同时经调整营运利润将保持稳定。
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