中銀國際:上調睿見教育(6068.HK)目標價至5.86港元 重申“買入”評級
格隆匯7月16日丨中銀國際今日發研報指,近期有兩個因素推動睿見教育(6068.HK)股價上漲:一是少數股東拒絕轉債轉股以防止股權稀釋,二是在東莞新建一所專科學校的消息。睿見教育宣佈在東莞新建一所專科學校,這是其從K-12教育向民辦大學轉型的第一步。該學院將旨在發展大數據、機器人、智能製造和人工智能專業,這些方向是未來發展的關鍵。學院也可能考慮其他專業,如金融和會計,這些專業在大灣區非常受歡迎。中銀國際預計,入學率增長的貢獻可能在3-10年內實現。該行認為沒有必要調整盈利預期,但將2020財年的市盈率設定在15-20倍,該行相信睿見教育轉型民辦大學後會有很大的發展空間。中銀國際重申其“買入”評級,將目標價由4.34港元上調至5.86港元,較上一交易日收盤價3.5港元有67%的上升空間。
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