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郭家耀: 港股短期料上落市 中教控股(00839.HK)增长惹憧憬
阿思达克 10-21 10:36

正荣金融业务部副总裁郭家耀称,美股上周五(18日)全线向下,市场忧虑环球经济出现衰退,加上蓝筹企业传出不利消息,拖累三大指数均录得跌幅收市。美元走势靠稳,美国十年期债息回升至1.75厘水平,油价及金价略为偏软。港股预托证券大致向下,预料大市早段跟随外围低开。内地股市走势向下,国家统计局公布第三季GDP增长低於预期,市场忧虑内地经济下行压力加大,沪综指高开低走,收市下跌1.3%,沪深两市成交额持续维持低企。港股表现回落,指数一度逼近27,000点心理关口,但高位有获利回吐,最终收市录得温和跌幅。

市场继续关注外围宏观经济消息,以及中美贸易谈判进展,预料短期维持上落市局面,於26,200至27,000点水平徘徊。

另中教控股(00839.HK)日前公布今年9月份在校学生人数17.87万人,按年增加35%,学校数量增加80%至9间。在校学生人数快速增加主要由於学校的学生注册人数增长以及上年度4所新学校加入所致。公司早前亦公布收购一所位於澳洲悉尼市中心的大学国王学院全部股权,代价1.28亿澳元,收购有助扩展公司版图至海外。

中教为内地最大的高等及职业教育企业,透过现有校园扩建和学校升级及积极并购行动,未来增长动力可取得平衡,并进一步扩大其市场地位。尽管公司目前在入学人数上是内地最大,但中教分别仅占内地私立高等教育市场及职业教育市场约1.4%及3.1%的市场份额,显示市场仍有大量整合的机会。中教拥有良好的管理及执行能力,充裕的财务资源作并购,有助进一步巩固市场领先优势。

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