《大行》花旗升同程(00780.HK)目标价至26元 料核心OTA业务收入增长下半财年加速

阿斯达克财经
Apr 17, 2025

花旗发表研报指,维持对同程旅行(00780.HK) 2025财年第一季业绩预测,与市场预期大致相符。尽管同程年初至今的酒店平均每日房价(ADR)表现低于预期,但该行认为其首季核心线上旅游平台(OTA)业务可能仍有望达标,住宿业务因其对低端酒店的较高敞口而保持不错的势头,其ADR相较行业更具韧性;至于旅游业务按年下跌可能超出预期,因商务需求疲弱,但其对利润的贡献有限。花旗认为,同程核心OTA业务收入...

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