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《大行报告》瑞银下调新东方在线(01797.HK)目标价至34元 评级「买入」
阿思达克 03-01 11:36
瑞银发表报告指,虽然新东方在线(01797.HK)中期亏损符合其盈警,但收入较预期为低,主要由於在疫情期间取消或延迟考试,影响大学教育业务;疫情亦影响K12客流,令变现放慢。

该行表示,管理层重申未来对内容研发的承诺,并以保守态度对待广告支出,而非更依靠K12线下客户收购和小班线上教学东方优播(DFUB)等,相信虽然进度较慢,但是属於更为健康的增长。

瑞银下调新东方在线股份目标价,由51元降至34元,评级维持「买入」,相信市场已反映对集团近期前景较为看淡。

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