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招銀國際:維持睿見教育(6068.HK) “買入”評級 目標價5.8港元
格隆匯 11-25 17:31
格隆匯11月25日丨招銀國際發研報指,睿見教育(6068.HK)年度業績突出,營收同比增長7%符合該行預期。公司在2021財年的市盈率為11.6倍,低於K12同行14.6倍的平均水平,其0.46倍的2021財年PEG也低於同行0.7倍的平均水平,公司的低估值具有吸引力。 招銀國際還稱,睿見教育的增長潛力可見度高。管理層的目標是在2021財年新增3所K12學校(潮州、江門和中山),2022財年新增巴中光正學院。該行認為公司有望在中期成為一個包含K12、在線教育和高等教育的多元化的教育集團。此外,教育部對非營利性私立學校贊助商的關聯方交易合法合規的公開立場,對K12正規教育反應積極。 招銀國際維持睿見教育“買入”評級,目標價5.8港元,較11月24日的收盤價3.79港元有53%的潛在升幅。
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