東軟教育(9616.HK)2020年經調整利潤同增40%超預期 中信建投、浙商證券維持“買入”評級
格隆匯1月31日丨東軟教育27日發佈盈利預期公吿,2020財年經調整純利預計同比增長超過40%,超過市場先前預期。中信建投認為,東軟教育在校生人數增加和學費提升驅動業績大增,未來幾年內生仍將維持較快增長;擬收購少數股東權益,增厚公司業績;短期IT培訓東軟睿道受疫情影響,輕資產輸出項目值得期待。中信建投維持“買入”評級,目標價8.26港元。浙商證券表示,東軟教育現有高教業務板塊增長穩健,預計隨着校區持續擴容,招生學費量價齊升,將顯著提升持續盈利能力;給予東軟教育2021年17.6倍市盈率,目標價7.92港元,維持“買入”評級。
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