金吾财讯 | 交银国际研报指，预计同程旅行(00780)3季度总收入同比增9%，其中核心OTA收入同比增15%至46.0亿元（人民币，下同），旅业收入同比下降15%，主要受到海外部分地区团队游需求疲弱导致，略低于此前预期。该机构预计3季度住宿及交通业务收入分别同比增14%及10%。其中，住宿业务增长主要受间夜量增长带动，ADR同比实现增长。该机构预计调整后净利润为10.3亿元，同比增13%，对应净利润率为18.9%。该机构相应更新了财务模型，微调2025-2027年财务预测，维持公司目标价25.5港元，维持买入评级。
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