大行评级丨大摩:携程集团次季收入略胜预期,维持“增持”评级

格隆汇
Sep 16
摩根士丹利发表研报指,携程集团第二季收入同比升6%至157亿元,较该行预期高1%,主要受其他收入表现强劲带动。国际平台第二季收入增长逾50%,在全球油价高企下表现相当不错。非公认会计准则(non-GAAP)经营溢利44亿元,较该行预期高6%,主要因收入优于预期及经营杠杆。该行认为,管理层对酒店抽成率前景,以及国庆假期前早期需求的评论,将是业绩电话会议焦点。该行维持携程ADR“增持”评级及目标价52美元。

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