图 11: Booking 股价表现 35 资料来源:彭博，安信国际 （截至 2024 年 3 月 1 日收盘） 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 2018/1/2 2019/1/2 2020/1/2 2021/1/2 2022/1/2 2023/1/2 2024/1/2 美 元 Booking股价表现 图 12: Booking 前瞻市盈率表现 35 资料来源:彭博，安信国际 （截至 2024 年 3 月 1 日收盘） 0 5 10 15 20 25 2018/1/2 2019/1/2 2020/1/2 2021/1/2 2022/1/2 2023/1/2 2024/1/2 倍 Booking Forward市盈率 股价及估值表现 本报告版权属于安信国际证券(香港)有限公司。 各项声明请参见报告尾页。 5 业绩点评/Booking Holdings (BKNG.US) 客户服务热线 香港：2213 1888 国内：40086 95517 规范性披露 ⚫ 本研究报告的分析员或其有联系者（参照证监会持牌人守则中的定义）并未担任此报告提到的 ...

2024 年 03 月 04 日 xxxx 在线旅行 目标价格： 未有 总市值(百万美元) 119,589 流通市值(百万美元) 119,161 总股本(百万股) 34.2 流通股本(百万股) 34.0 12 个月低/高(美元) 3384.1/3918 平均成交(百万美元) 994.24 % 一个月 三个月 十二个月 相对收益 -5.33 -0.76 6.58 绝对收益 -1.73 11.65 33.56 数据来源：公司资料，彭博，万得 Booking 4Q23 收入符合预期，经调整净利润弱于市场预期 13%。公司指引 2024 年收入同比增 7%，略逊于市场预期（+10%），业绩发布至今股价跌 10%。公司 战略转型批发模式，其 GMV/收入占比提升至 58%/52%，利好提升供应链把控。 关注间夜量增速、批发模式转型、一站式 OTA 平台建设、及反垄断调查进度。 收入符合预期，经调整净利润弱于市场预期：总收入 48 亿美元，同比增长 18%， 较 2019 年同期增 43%，符合彭博一致预期；净利润 2.2 亿美元，对比去年同期 为 12 亿美元，主要因西班牙反垄断处罚决议草案（5.3 亿美元）及荷兰监管 ...

Despite economic challenges, this year is shaping to be a banner year for travel stocks.This positive outlook is due to the sector’s recovery efforts as it approaches pre-pandemic levels. Even as the U.S. economy grapples with stingy inflation and the Federal Reserve’s cautious stance on cutting interest rates, the travel industry thrives on pent-up demand and growing investment opportunities.Moreover, according to market estimates, the travel market will expand by $3.39 trillion at a CAGR of 14.18% from 20 ...

Thomas Barwick Without a doubt, Booking Holdings Inc.’s (NASDAQ:BKNG) track record makes it one of the best compounders in the market. This company has posted positive EPS growth during 19 out of the last 20 years. 18 out of those 19 positive growth years provided shareholders with double and triple-digit EPS growth. BKNG’s only down year occurred in 2020, when government regulations caused the world to basically shut down, turning off travel, and crushing BKNG’s bottom-line. Its EPS fell by 95% in 2020 ...

Booking Holdings Inc. (BKNG) reported non-GAAP earnings of $32 per share for fourth-quarter 2023, beating the Zacks Consensus Estimate by 7.7%. The figure jumped 29% from the year-ago quarter.Revenues of $4.78 billion surpassed the Zacks Consensus Estimate of $4.66 billion. The top line improved 18% year over year on a reported basis and 17% on a constant-currency (cc) basis.Solid travel demand and booking trends from the year-ago quarter were tailwinds.Booking Holdings witnessed growth of 10.7% in rental c ...

Booking Holdings Inc. (NASDAQ:BKNG) Q4 2023 Earnings Conference Call February 22, 2024 4:30 PM ET Company Participants Glenn Fogel - Chief Executive Officer David Goulden - Chief Financial Officer Conference Call Participants Justin Post - Bank of America/Merrill Lynch Kevin Kopelman - TD Cowen Mark Mahaney - Evercore ISI Doug Anmuth - JPMorgan Brian Nowak - Morgan Stanley James Lee - Mizuho Eric Sheridan - Goldman Sachs Operator Welcome to Booking Holdings Fourth Quarter and Full Year 2023 Conference Call. ...

For the quarter ended December 2023, Booking Holdings (BKNG) reported revenue of $4.78 billion, up 18.2% over the same period last year. EPS came in at $32.00, compared to $24.74 in the year-ago quarter.The reported revenue represents a surprise of +2.74% over the Zacks Consensus Estimate of $4.66 billion. With the consensus EPS estimate being $29.72, the EPS surprise was +7.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

Booking Holdings (BKNG) came out with quarterly earnings of $32 per share, beating the Zacks Consensus Estimate of $29.72 per share. This compares to earnings of $24.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.67%. A quarter ago, it was expected that this online booking service would post earnings of $67.86 per share when it actually produced earnings of $72.32, delivering a surprise of 6.57%.Over the last four quarte ...

Booking Holdings Inc. (BKNG) is scheduled to report its fourth-quarter 2023 results on Feb 22.For the fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $4.65 billion, suggesting growth of 14.9% from the year-ago quarter’s reported figure.The consensus mark for earnings is pegged at $29.69 per share, indicating a rise of 20% from the year-ago quarter’s reported number. The consensus mark has increased 0.2% in the past 30 days.The company’s earnings beat estimates in all the trailing four ...

MADRID, SPAIN - JANUARY 2024: Booking.com stand at FITUR on January 28, 2024 in Madrid, Spain. ... [+] (Photo by Cristina Arias/Cover/Getty Images)Getty ImagesBooking Holdings (NASDAQ: BKNG), the world’s largest online travel agency, that offers services from lodging to airline tickets to car rentals, is scheduled to announce its fiscal fourth-quarter results on Thursday, February 22. We expect the company’s stock to likely trade lower with revenues and earnings missing market expectations marginally. Booki ...