大行评级|大摩:上调携程目标价至83美元 50亿美元回购计划是重大正面惊喜

格隆汇
Sep 01

摩根士丹利发表研究报告指,携程第三季度正面展望再次证明领先的在线旅游代理的韧性,类似去年夏季,而且表现持续超越整体旅游市场,先前的高强度营销投入正带来成果,保持持续的高增长。公司第三季非通用会计准则经营溢利率指引为32%,符合预期。50亿美元的新股份回购计划是重大正面惊喜,相较市场预期20亿美元回购,大幅提升对股东回报。该行对携程ADR目标价上调至83美元,维持“增持”评级,并将今年至2027年非通用会计准则经营溢利预测上调1%至2%。

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