《大行报告》瑞银升中教控股(00839.HK)目标价至15.39元评级「买入」
中教控股(00839.HK)宣布斥10亿人民币收购重庆本科学校,瑞银发表报告,指计及上述新收购,调整了对集团今明两年收入预测0.4%/2.6%;同时调整了对其今明两年经调整盈利预测-0.5%/1.2%。该行亦下调对集团2021年的每股盈利预测3%,至0.6元人民币。
该行将中教控股目标价由14.72元上调至15.39元,维持评级「买入」,指出由於集团有良好的往绩记录和手头有足够的现金,料会继续进行并购。现时集团估值仍低於历史平均值,计及自身及透过收购合并带动的盈利增长能力,相信现时估值吸引。
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