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追加投資廣西學校 新高教集團(2001.HK)大漲近9%
格隆匯 07-30 10:38
格隆匯7月30日丨新高教集團(2001.HK)今日盤中大漲,一度漲8.86%至5.53港元,最新總市值達85億港元。公司昨晚公告稱進一步收購嵩明新巨(廣西學校舉辦者唯一股東)39%股權,代價為人民幣1.52億元。進一步收購廣西學校事項完成後,新高教集團將持有廣西學校90%股份。據悉,2018年,新高教收購51%廣西學校股權的時候,對應2017年PE倍數為15.6倍,生均收購成本3.4萬元/生。此次,新高教再收購廣西學校39%股權,對應2019年PE倍數為13.7倍,生均收購成本為3.79萬元/生,如考慮到高職擴招人數,此次交易的生均收購成本低於首次收購。對比同業的近期收購來看,新高教拿下質地優良的廣西學校的代價還是較為划算的。

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