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中教控股(00839.HK)料下半年并购两项目 未来两年有足够现金流进行并购
阿思达克 04-28 11:37
中教控股(00839.HK)投资者关系总监郭盈莹表示,目前有77个并购项目储备,7个在手项目中,部分已达成意向,预计下半年将进行2个并购项目,在校生规模约一至两万人或以上,以本科为主。

问及每年维持2至3个并购项目会否带来融资需要,集团首席财务官莫贵标在业绩记者会上表示,至今年2月尾,集团有50亿元人民币(下同)现金储备,并在1月完成配股集资,今年现金流已提升至20亿元,为未来两年并购提供足够子弹。而现时融资渠道包括银行贷款、可转债及配股,公司亦有研究在未来发债可行性,并有信心未来整体毛利率维持在60%以上。

她预计,内地的民办教育政策将於短期落地,对於市场一度担心会限制教育机构并购及关联交易亦没有在最终稿提及,利好高教行业。对於内地加快建设现代职业教育体系,集团以职业本科为主,未来亦会寻求发展职业中等专业和职业高中的机会。

她提到,集团每年基础学费升幅约5%,过去一年主要学费增长主要来自热门专业,未来会开拓高收费和高附加值教育服务,例如国际教育服务和行业学院服务,有望提高平均学费升幅水平至8%。

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