携程网(TCOM)盘前上扬1.27% 花旗指中秋国庆旅游需求仍具韧性 利好OTA业绩

金吾财讯
Sep 30

金吾财讯 | 携程网(TCOM)盘前上扬1.27%,暂报39.13美元。消息面上,花旗研究指,虽然中国国家文旅部尚未公布中秋假期旅游数据,但预测假期内长途旅游将表现稳健,全国客运量两年复合增长率预料录得1.1%,其中航空、铁路、公路及水路分别升9.4%、升12.4%、持平及升20.7%,另外出入境数据显示期内跨境旅客量按年升16.8%。由于今年中秋较接近国庆长假,花旗相信会有不少市民以年假“搭桥”延长假期,因此对航空及铁路客运量表现强劲并不意外,又指部分旅游需求或已提前至中秋,可能会影响国庆数据,但预期两个假期合计需求按年比较表现仍理想,显示即使宏观环境偏软,旅游需求仍具韧性,相信对线上旅游代理(OTA)即将公布的业绩有利。该行维持对携程的“买入”评级,美股目标价为61美元。

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