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花旗维持中教(0839.HK)“买入”评级目标价15港元元
格隆汇 08-21 14:56

花旗发表研究报告称,中教(0839.HK)将在肇庆兴建新大学校园,相信学额不成问题。现时计划尚在初级阶段,该行将继续留意有关发展,维持中教“买入”评级不变,目标价为15港元。

该行表示,中教控股公布,与广东省肇庆市肇庆新区政府签约,计划建设一个新的大学校园,作为旗下广州大学松田学院的新校区。根据协定,集团将获得位于粤港澳大湾区的肇庆新区将供给1500亩土地,用于建设预期可容纳3万名学生的大学校园。肇庆新区政府将按照相关土地政策给予地价优惠。

该行指出,肇庆新校区的选址理想,肇庆私立大学可收取高额学费,它们可从经济强劲的广东省招收大部分学生,但属三线城市的肇庆,教师工资低于广州,这已反映在同业中国科培的财务资料上。中国科培营办的学校,位于重庆,去年利润率高达60%,而肇庆也可受惠于大湾区的优惠政策。

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