Analyst Research Report Snapshot

Title:

國賓飯店(2704 TT, NT$27.7, 增加持股): 維持「增加持股」評等

Price:

$58.00

Provider:

KGI Greater China

Date:

16 May 2014

Pages:

7

Type:

AcrobatPDF

Companies referenced:

2704.TW

Available for Immediate Download
Summary:

平均客房收益表現亮麗,帶動首季財報優於預期 1Q14財報超越預期,推手為台北國賓與高雄國賓平均客房收益的出色表現;反映1Q14優於預期,上修2014年獲利預估9% 管理層對2Q14及下半年營運展望持續樂觀看待 2014-15年來台旅客預估不變;1Q14旅客數年增達23.8%;下半年陸客人數上限可能調高 重申看好國賓居陸客與自由行成長的主要受惠者地位;重申「增加持股」,目標價自35元上修至37元 我們持續看好陸客增加與陸客自由行來台限制放寬將刺激台灣觀光業成長。我們樂觀看待訪台旅客人次的成長,更相信國賓居陸客潮觀光經濟的主要受惠者地位。我們重申「增加持股」,將目標價自35元上修至37元,估自2014年每股淨值預估1.5倍,居歷史區間中段。

Why buy analyst research?

  • Institutional quality research
  • Available for Immediate Download
  • Detailed company or industry insight
  • Print or save
  • 24 hour customer support
Return to previous page without adding this item to your cart.
Email Customer Support.

About Analyst Research

Analyst research reports are available for immediate download after purchase. You will have unlimited access to the report for 24 hours after purchase, to download, print or save it as many times as you wish. Analyst Research provided by Reuters does not constitute investment advice, and is not endorsed by Reuters Research. This information is protected by copyright and intellectual property laws. More information on Analyst Research.