瑞银发表研究报告指,预计同程旅行第二季的核心OTA收入将按年增长12.6%,符合市场预期及公司介乎10%至15%的指引。住宿方面,该行相信向优质酒店转移的有利组合将推动同程的国内ADR按年增长,加上住宿日数增加及出租率按年改善,将支撑公司第二季住宿收入实现中双位数增长。另外,受惠于同程旅行在成本控制及营运效率改善的努力,该行预计第二季经调整净利润维持在7.43亿元,全年预计达34亿元。瑞银将同程旅行的目标价由24.5港元上调至25.5港元,维持“买入”评级。
瑞银发表研究报告指,预计同程旅行第二季的核心OTA收入将按年增长12.6%,符合市场预期及公司介乎10%至15%的指引。住宿方面,该行相信向优质酒店转移的有利组合将推动同程的国内ADR按年增长,加上住宿日数增加及出租率按年改善,将支撑公司第二季住宿收入实现中双位数增长。另外,受惠于同程旅行在成本控制及营运效率改善的努力,该行预计第二季经调整净利润维持在7.43亿元,全年预计达34亿元。瑞银将同程旅行的目标价由24.5港元上调至25.5港元,维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.