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港股異動丨思考樂教育漲6% 股價再創上市以來新高
格隆匯 09-26 15:35
格隆匯9月26日丨思考樂教育(1769.HK)漲6%,報7.95港元,股價再創上市以來新高,成交2161萬港元,總市值44億港元。公司本週二公告稱,為加強吸引、培養和挽留優秀人才,集團計劃建立綜合培訓中心以向高級管理層、教師和其他工作人員提供培訓課程。目前公司已找到一個合適建立有關培訓中心的場所,於近日以現金人民幣5800萬元收購位於廣東省深圳市羅湖區的綜合樓物業。天風證券近日發佈研報稱,我們認為收購該物業具有一定的積極意義,教師綜合培訓中心為教培機構核心組成與重要部分,自有物業 有利於提高使用穩定性,降低租期租約等不確定性,同時該物業具備課室, 宿舍,教研,人力、招募人才,是配合快速發展、人才培養的戰略儲備。K12培訓資產具備較大成長空間,思考樂坐享大灣區人口紅利,管理團隊極富幹勁,合夥人制激勵到位,目前正處於快速成長階段,增長紅利快速釋放市值彈性較大,考慮到思考樂體量較小,給予其10%估值溢價,即對應FY2036x,對應61億人民幣市值,68億港幣市值,12元港幣/股,給予“買入”評級。
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