投资亮点首次覆盖BOOKING(BKNG)给予跑赢行业评级,目标价5700.00 美元,对应2025e EV/EBITDA 20 倍,我们认为,Booking 作为全球领先的在线旅游平台,具有优质Alpha 的属性。理由如下:卡位产业链格局更优的欧洲住宿预订市场,上游资源积累深厚。对OTA 平台而言,欧洲住宿预订市场竞争格局较分散,是高佣金、高附加值的优质赛道。公司通过Booking.com 等...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.