《大行报告》花旗上调睿见教育(06068.HK)目标价至5.3元 评级「买入」
花旗发表研究报告指,睿见教育(06068.HK)上半财年核心净利润按年增长28%,主要由於期内收入增长17%,以及核心净利润率提升2.9个百分点至34.7%所推动。
管理层预期未来三年收入年复合增长率可达逾15%,加上盈利能力持续改善,估计核心净利润年复合增长率超过20%。
该行指出,睿见教育以轻资产模式发展K12及高等教育,学生人数增幅稳健,考虑到未来将透过收购拓展高等教育业务,将2021至2023年核心盈利预测上调2%至3%,相应将目标价由5.1元升至5.3元,维持「买入」评级。
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