交银国际:上调携程集团-S(09961)目标价至653港元 维持“买入”评级

智通财经网
Sep 01, 2025

智通财经APP获悉,交银国际发布研报称,携程集团-S(09961)第二季业绩超预期,酒店业务增长胜预期,市占率持续提升。当前内地市场竞争环境中公司处于有利地位,营销投入投放效率提升趋势将持续,海外市场投入对整体公司利润影响可控。该行对携程估值延伸至2026年,基于2026年市盈率20倍,将公司目标价从591港元上调至653港元,维持“买入”。

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