建银国际:升携程集团-S目标价至579港元 料第二季经调整营业利润率达29%

新浪网
21 May

建银国际发布研报称,为充分掌握携程集团-S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...

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