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《大行报告》花旗下调新东方-S(09901.HK)目标价至168元 评级「买入」
阿思达克 04-26 10:22
花旗发表报告指,与新东方(09901.HK)管理层进行业务更新交流後,维持评级「买入」及为补习股首选推介,指其将线下课程与网上平台融合(OMO)策略将见盈利贡献,料2022年首季起毛利率将提升,2022年虽面对政府监管的不确定性,该行预期新东方年内收入将录得逾30%增长及毛利率回复。该行下调新东方2021年及2022年核心盈利预测24.8%及2.7%,上调2023年预测4.4%,目标价相应自170元下调至168元。

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