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港股异动 | 新东方在线涨4.6% K12在线市场成长空间广阔
格隆汇 09-19 14:18
格隆汇9月19日丨新东方在线(1797.HK)涨4.6%,报13.2港元,成交2684万港元,总市值123亿港元。国盛证券近日发布研报称,作为新东方集团旗下唯一在线平台,公司品牌+用户+教研三大核心优势显著。我们维持2020/2021/2022财年归母净利-0.99/-0.16/0.67亿元,亏损逐步收窄并于2022财年实现盈利。公司于2019财年进行了组织架构及人才团队的全新调整,进一步明确K12班课及东方优播为并行重点、大学业务稳步发展的战略目标。大学及K12业务持续打磨产品,大学业务沿用线下兼职教师,K12班课调用线下优质教师,建立了50人以上的线上全职团队。我们长期看好K12在线市场的成长空间及背靠集团的竞争优势,维持“买入”评级。此外,新东方在线9月9日获纳入港股通标的,南下资金追捧,截至9月18日港股通持仓比例已上升至0.47%。
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