《大行报告》麦格理上调中教控股(00839.HK)目标价至24元 评级「跑赢大市」
麦格理发表报告,指中教控股(00839.HK)上半年业绩收入符合预期,经调整纯利按年上升50.2%至7.38亿元人民币(下同),比该行预测高25.5%,管理层更将2021年度的经调整利润指引,由12至13亿元上调至14至15亿元。该行认为中教控股是在其准备战斗组合(Ready for Battle portfolio)中备受看好优於市场预期,维持「跑赢大市」评级,基於25倍的2022年市盈率不变,目标价由20.4元上调至24港元。
麦格理同时将中教控股2021、2022、2023年度的报告利润预测,分别提高了24.6%、19.8%、19.4%。而由於学校运营效率提高,毛利率将保持上升趋势。
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