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《大行報告》匯豐研究下調中教控股(00839.HK)目標價至20元 評級「買入」
阿思達克 11-26 10:14
匯豐研究發表報告,中教控股(00839.HK)2021財政年度的強勁業績表明其現有學校的效率提高,並受惠於職業教育扶持政策,不過將其2022至2023年盈利預測下調16%至14%,將中教控股目標價由25元下調20元,重申「買入」評級。 匯豐研究認為,中教控股順利的併購,應能消除市場對併購潛在限制的擔憂,也認為中教控股有足夠的現金支持未來增長。 該行表示,由於今年較早時,中央對課外輔導的不利政策,導致教育股價大跌,不過卻力求促進職業教育發展,在10月發布了的關於推進職業教育的意見稿,而中教控股有提供學士、初中及中專職業教育,將能成為主要的受惠者。
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