思考樂教育(01769.HK)受累於盈警 股價兩日累挫41%屢創逾一年低
上周五收市後發盈警的思考樂教育(01769.HK)遭里昂將其評級由「跑贏大市」一舉降至「跑輸大市」及削價近31%至15.2元。該股承昨天急挫34%破底後,今天逆市進一步跌至8.1元創近15個月低,現造8.32元,續挫10%,較上周五收市價14.12元,累挫41%,成交繼昨天急增至2,234萬股僅次於2019年6月首掛日後,今天成交回落至1,137萬股。
思考樂上周五收市後發盈警,料去年純利僅介乎4,800-5,500萬元人民幣(下同),撇除購股權福利開支、採納國際財務報告準則第16號—租賃的影響及非經常性上市開支後,料經調整純利不少於8,000萬元,遠低於去年同期純利1.36億元。經調整溢利倒退,主因受疫情影響,集團向學生提供特別折扣和其他優惠條款及安排,另外2019及2020年開始營運的學習中心仍處增長階段,收益相對有限,而直接經營成本相對所產生收益而言仍然維持在較高水平。
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