《大行》摩通降同程(00780.HK)评级至“中性” 目标价23元

阿斯达克财经
22 Apr

摩根大通发表研究报告,将同程旅行(00780.HK) 评级由“增持”下调至“中性”,因为该股的股价创新高,跑赢携程(09961.HK) 及恒指,市盈率限制其进一步上升的潜力,令其估值吸引力减弱。该行维持集团目标价23元,但建议投资者在目前水平锁定利润。
摩通预期,同程首季收入将增长14%,主要由OTA业务所带动。整体而言,该行料集团业绩应可达到市场预期,而且利润势头有可能超越携程。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-22 12:25。)

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