中銀國際:重申睿見教育(6068.HK)“買入”評級 目標價5.85港元
中銀國際發研報指,在睿見教育(6068.HK)配股稀釋了6%的總股權和每股收益後,近日對其股價進行了修正。該調整已將配股的影響考慮在內,睿見教育的市盈率僅為11.6倍,仍具有吸引力。
中銀國際指出,除了佛山的新學校外,睿見教育還在大灣區(潮州、江門和中山)規劃三所新的K-12學校。此外,集團計劃與哈爾濱工業大學大數據集團合作,在廣東省東莞市建設一所民辦高等教育學院(暫稱“東莞市光正科技學院”),正式進入私立大學領域。
中銀國際認為,與私立大學同行的估值(對應2021財年20倍市盈率)相比,睿見教育的估值(對應2021財年11.6倍市盈率)具有吸引力,重申“買入”評級,目標價5.85港元,較8月31日收盤價4.04港元有45%的潛在升幅。
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