高盛:升枫叶教育(1317.HK)评级至“中性” 目标价维持2.9港元
高盛发表的报告指,将枫叶教育(01317.HK)评级由“沽售”升至“中性”,目标价维持2.9港元,仍有15%上行空间。该行表示自7月份下降其评级至“沽售”后,股价已下跌约14%,而同期恒指跌幅为6%,该行有覆盖的中国教育股则平均下跌约9%。

该行留意到,公司早前与内蒙古呼和浩特和林格尔新区管理委员会订立合作协议,并将开设及营运新学校,料可容纳4,600名学生。高盛认为开校布局大致符预期,对公司与当地政府合作并开设新学校有信心。
另外,高盛指出,政协针对民办教育方面的政策建议导致股价于9月3日出现波动,但该行不认为相关建议将会完全实施,而政协亦非立法或执行政策的机构,故仍会等待民促法最终出台的版本,具体时间存不确定性。
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