【中金:维持同程旅行(00780.HK)目标价23港元 评级“跑赢行业”】智通财经APP获悉,中金发布研报称,由于同程旅

智通财经
17 Jul
【中金:维持同程旅行(00780.HK)目标价23港元 评级“跑赢行业”】智通财经APP获悉,中金发布研报称,由于同程旅行(00780.HK)公司有效控费,该行上调25年盈利预测2%至33亿元,维持26年盈利预测39亿元。该行维持跑赢行业评级和目标价23港元(对应15x/12x 25e和26e Non-IFRS市盈率),上行空间为9%,公司目前交易于14x/11x 25e/26e Non-IFRS P/E。2Q25该行预计集团收入同增10%至46.6亿元;其中,核心OTA收入同增13%至39.9亿元,预期2Q25 Non-IFRS净利润为7.5亿元。

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