麦格理发表报告指，同程旅行(00780.HK) 第一季业绩表现胜预期。当中，营收表现符合预期，但纯利较该行及市场共识分别高出6%和8%，原因在于抽佣率的强劲扩张。维持“跑赢大市”评级。旅游服务业下强劲的酒店业务应有助收入及盈利增长，抵销出境旅游业务的疲弱表现。
麦格理将同程旅行2025和2026年经调整纯利预测分别调高2%，以反映利润率前景较佳。目标价由25.1元升至25.5元。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 12:25。)
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