同程旅行(00780)涨超5% 机构料其有望享受大众旅游的时代红利

金吾财讯
16 Jul

金吾财讯 | 同程旅行(00780)早盘股价震荡走高,截至发稿,报22.25港元,涨幅5.45%,成交额1.66亿港元。消息面上,中银国际表示,同程旅行作为国内下沉市场的OTA(线上旅行社)龙头企业,有望享受大众旅游的时代红利,背靠腾讯控股携程集团-S两大股东,自身流量和供给资源优势显着。公司积极拓展酒管、渡假等业务,并逐步开拓国际市场,有望进一步贡献业绩增量。首次覆盖,给予“买入”评级。长江证券研报指,公司以垂直领域深耕为根基,通过艺龙与同程网络的战略合并实现流量入口与供应链的生态协同,最终在下沉市场完成OTA行业第三极的崛起。展望后市,公司盈利能力在用户营销策略优化、精细化补贴、出境游ROI 提升下,进入上行通道,后续销售费用率及take rate 仍有提升空间,有望支撑公司利润率持续改善。

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