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《大行報告》高盛升楓葉教育(01317.HK)評級至「中性」 目標價維持2.9元
阿思達克 09-09 11:26

高盛發表的報告指,將楓葉教育(01317.HK)評級由「沽售」升至「中性」,目標價維持2.9元,仍有15%上行空間。該行表示自7月份下降其評級至「沽售」後,股價已下跌約14%,而同期恆指跌幅為6%,該行有覆蓋的中國教育股則平均下跌約9%。

該行留意到,公司早前與內蒙古呼和浩特和林格爾新區管理委員會訂立合作協議,並將開設及營運新學校,料可容納4,600名學生。高盛認為開校布局大致符預期,對公司與當地政府合作並開設新學校有信心。

另外,高盛指出,政協針對民辦教育方面的政策建議導致股價於9月3日出現波動,但該行不認為相關建議將會完全實施,而政協亦非立法或執行政策的機構,故仍會等待民促法最終出台的版本,具體時間存不確定性。 ~

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