《大行報告》花旗上調睿見教育(06068.HK)目標價至5.3元 評級「買入」
花旗發表研究報告指,睿見教育(06068.HK)上半財年核心淨利潤按年增長28%,主要由於期內收入增長17%,以及核心淨利潤率提升2.9個百分點至34.7%所推動。
管理層預期未來三年收入年複合增長率可達逾15%,加上盈利能力持續改善,估計核心淨利潤年複合增長率超過20%。
該行指出,睿見教育以輕資產模式發展K12及高等教育,學生人數增幅穩健,考慮到未來將透過收購拓展高等教育業務,將2021至2023年核心盈利預測上調2%至3%,相應將目標價由5.1元升至5.3元,維持「買入」評級。
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