麦格理发表研究报告指，同程旅行(00780.HK) 2024年第四季业绩表现稳健，得益于用户补贴政策调整和增值服务交叉销售改善，平台佣金率显著提升。考虑到今年出境游业务贡献增加，以及平台佣金率持续健康成长，该行预计同程旅行利润率将扩张，不过由于东南亚市场情绪仍然疲软，相信今年旅游业务将下滑。考虑到利润前景更强劲，将今明两年经调整净利润预测分别上调4%及2%，目标价从23.4元上调24.3元，评级“跑赢大市”。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 16:25。)
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