中國科培(1890.HK)創歷史新高 收購黑龍江本科學校獲天風證券看高至6.25港元
格隆匯1月15日丨近期強勢的中國科培(1890.HK)今日再創上市新高價4.69港元,現報4.6港元,漲6.98%,暫成交8907萬港元,最新總市值91.84億港元,該股近3日累漲近15%。中國科培(1890.HK)13日晚發公告宣佈以14.5億元人民幣收購哈爾濱石油學院100%股權。 天風證券1月14日發報告點評稱,14.5億元收購黑龍江本科學校,將顯著增厚業績;並表後上調盈利預測,維持買入評級。報告指出,目前港股教育板塊平均估值約為2020年16.9xPE,考慮到中國科培本次併購展現出的較強併購能力及地處大灣區學額增長紅利顯著,選取行業中對應併購實力及區域紅利較強的可比公司估值,對應2020年18.5xPE;給予中國科培該行業平均估值即18.5xPE。考慮到本次併購標的業績增厚,預測並表後FY20-21淨利分別為6億、7.2億。當前股價對應PE分別為12x、10x。目標市值6億*18.5xPE=111億人民幣,125億港幣,目標價6.25港幣。
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