中金:維持中教控股(0839.HK)跑贏行業評級 升目標價至18港元
中教控股(0839.HK)計劃收購海口經濟學院60%股權。中金研報指,以2020年整體生源計算,海口經濟學院為海南最大的民辦大學,看好中教整合規模進一步擴張以及利率潤改善前景。
又指,中教控股的強項在於整合學校運營,因此海口經濟學院未來的EBITDA利潤率有望提升,成本結構也可能得到優化。暫時維持中教控股今明兩年的盈利預測不變,維持跑贏行業評級,將目標價上調44%至18港元。

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