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中彙集團(0382.HK)1.5億元佈局中職 機構:創造新的增長催化劑
格隆匯 12-20 10:47
格隆匯12月20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。目前學校主要開辦了13個專業,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%。富德金融認為,中彙集團收購緊跟國家鼓勵方向,提振盈利前景,創造了新的增長催化劑,將進一步增厚公司業績,預計中彙集團FY21-24每股盈利年複合增速為20%,維持買入評級,提升目標價至10.63港元。大摩稱,假設該項目自2022年1月起開始並表,將為中匯2022財年帶來額外約2%的利潤貢獻。管理層預計該學校2022財年營收將同比增長90%以上,淨利潤超過2100萬元人民幣。大摩維持中匯增持評級,目標價7.3港元。
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