《大行》大和降携程(09961.HK)目标价至705元 列为首选之一重申“买入”评级

阿斯达克财经
Feb 27, 2025

大和的研究报告指,相信携程(09961.HK) 今年的指引低过预期是受到Trip.com的收入增长快过预期,以及因去年高基数令出境旅游按年收入增长放缓的影响。该行建议投资者在股价出现任何疲软时进行趁低吸纳,因为内地酒店每间可出租客房收入的逐步改善,将推动内地业务的经营杠杆,从而有助于抵销Trip.com 对毛利的拖累。而股价今年上半年的催化剂包括五一假期及股份回购速度快过预期。该行将携程目标价由...

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