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中彙集團(0382.HK)1.5億元於廣東省佈局中職 機構:增厚上市公司業績
格隆匯 12-16 09:31
格隆匯12月16日丨中彙集團(0382.HK)12月14日公吿宣佈收購廣東華商技工學校100%股權,總代價為1.5億元人民幣,以自有資金支付。這是中匯繼2020年12月收購四川省優質職業教育學校後落地的第二項職業教育收購項目。廣東華商技工學校為一所中職民辦院校,2007年取得廣東省勞動和社會保障部批准。目前學校開辦了13個主要專業,包括幼兒教育、醫藥營銷、美容保健、電子商務、會計及市場營銷等。2021/22學年學校總在校學生人數為約5400人、3年(19/20財年-21/22財年)年複合增速為57%。招商證券國際認為,中彙集團新併購將帶來盈利增厚,以及與現有廣東學校產生協同效應,雖然交易規模較小,但此次併購有助於部分緩解投資者對於併購方面的政策擔憂。華西證券認為,此次收購的意義在於:佈局中職,享受職業教育市場增長紅利;增厚上市公司業績,估算21/22財年將增厚收入/利潤分別為4.6%/5.1%;為高職學校輸送生源,估計未來畢業生向高職的轉化率有望達到50%以上;對中彙集團維持買入評級。
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