大行评级丨里昂:上调同程旅行目标价至22港元 预期第三季核心OTA业务收入按年增长15%

中金财经
Oct 22

  里昂发表报告,预期同程旅行第三季核心在线旅游平台(OTA)业务收入将按年增长15%至46亿元,经调整净利润达10.3亿元,利润率为19%。当中,预期住宿业务及交通票务业务的收入分别按年升14%及10%。该行认为,第四季旺季的出境旅游表现将对集团2026年的增长前景至关重要。   日前集团公布完成收购万达酒店发展,该行认为由于集团仍需时订立发展策略,且今年仅余下两个月时间,料收购对今年的财务表现影响有限。不过,该行认为收购将增强集团现有酒店管理业务的的品牌价值,并可提高每股盈利。该行将其目标价由20港元上调至22港元,维持“买入”评级。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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