《大行報告》瑞銀升中教控股(00839.HK)目標價至15.39元評級「買入」
中教控股(00839.HK)宣布斥10億人民幣收購重慶本科學校,瑞銀發表報告,指計及上述新收購,調整了對集團今明兩年收入預測0.4%/2.6%;同時調整了對其今明兩年經調整盈利預測-0.5%/1.2%。該行亦下調對集團2021年的每股盈利預測3%,至0.6元人民幣。
該行將中教控股目標價由14.72元上調至15.39元,維持評級「買入」,指出由於集團有良好的往績記錄和手頭有足夠的現金,料會繼續進行併購。現時集團估值仍低於歷史平均值,計及自身及透過收購合併帶動的盈利增長能力,相信現時估值吸引。
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