一、核心观点与评级中金公司 发布研报,对同程旅行(00780)维持“跑赢行业”评级,并给出目标价28港元。该目标价对应18倍和15倍的2025年及2026年Non-IFRS市盈率,较当前股价有28%的上行空间。目前公司交易于14倍和12倍的2025年及2026年Non-IFRS市盈率。二、3Q25业绩预测中金预计同程旅行在2025年第三季度的核心OTA收入将同比增长14%,集团总收入预计同比增长...
Source Link一、核心观点与评级中金公司 发布研报,对同程旅行(00780)维持“跑赢行业”评级,并给出目标价28港元。该目标价对应18倍和15倍的2025年及2026年Non-IFRS市盈率,较当前股价有28%的上行空间。目前公司交易于14倍和12倍的2025年及2026年Non-IFRS市盈率。二、3Q25业绩预测中金预计同程旅行在2025年第三季度的核心OTA收入将同比增长14%,集团总收入预计同比增长...
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