BUZZ-Truist 因地缘政治风险削减在线旅行社 PTs

路透中文
Apr 06
BUZZ-Truist 因地缘政治风险削减在线旅行社 PTs

4月6日 - ** Truist 下调了在线旅行社(OTA) Booking Holdings BKNG.OExpedia Group EXPE.O 的目标价。

** 称由于伊朗冲突带来的不确定性、旅游需求放缓以及投资者情绪谨慎,将适度下调预期和估值

** 称其偏好 BKNG 的全球和亚洲业务,但认为那里的地缘政治风险较高

** 补充说,休闲旅游可能会更多地向国内或地区旅游倾斜,因为游客会控制成本并避开受冲突影响的地区

** 称 EXPE 近期将更多受益于以美国为重点的强劲夏季旅游需求

** 截至上次收盘,EXPE 年累计下跌 20.5%

公司

新 PT

旧目标价

较上一交易日收盘价上涨

预订控股

$5,780

$5,810

37.8%

Expedia 集团

$246

$252

9.2%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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