《大行报告》大摩上调同程艺龙(00780.HK)目标价至23元 评级「增持」
摩根士丹利发表报告指,同程艺龙(00780.HK)今年首季收入为16.1亿元人民币,按季下跌11%,较2019年同季则下跌10%,同时较市场预测高3%。至於经调整纯利为2.96亿元人民币,较市场预测高19%。
该行表示,积压需求强劲及成本控制,令集团今年第二季的收入及经调整纯利指引较市场预期分别高9%及15%,意味今年第二季收入较2019年同季增长30%至35%,较首季的下跌10%有明显改善。
大摩上调同程艺龙股份目标价,由22元升至23元,评级维持「增持」,并调升集团今年至2023年每股盈利预测。该行相信,预测向上修订周期、暑假旺季及增长较同业更有能见度和更强劲,有助集团股份进一步估值重评。
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