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Strong Growth Prospects and Optimized Profit Margins Reinforce Buy Rating for Tongcheng Travel Holdings

Strong Growth Prospects and Optimized Profit Margins Reinforce Buy Rating for Tongcheng Travel Holdings

Analyst Saiyi He of CMB International Securities maintained a Buy rating on Tongcheng Travel Holdings Limited, retaining the price target of HK$24.00.

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Saiyi He has given his Buy rating due to a combination of factors including expected revenue and profit growth for Tongcheng Travel Holdings Limited. The company is anticipated to achieve a revenue of RMB4.6 billion for the second quarter of 2025, marking a 9.3% year-over-year increase. This growth is primarily driven by a stronger-than-expected performance in the accommodation reservation sector, despite a slower growth in transportation ticketing services.
Furthermore, the analyst has adjusted the non-GAAP net profit forecast upwards by 1.3% for 2025, reflecting an anticipated improvement in profit margins due to optimized sales and marketing expenditures. Despite a slight reduction in the revenue forecast, the company is expected to maintain a solid growth trajectory with a 10% increase in revenue and a 20% rise in non-GAAP net profit for 2025. The target price remains at HK$24.0, supported by a DCF-based valuation, reinforcing the Buy recommendation.

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