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《大行報告》瑞信:中教(00839.HK)招生學額大增 料股價反應正面
阿思達克 06-30 11:37
瑞信發表報告指,中教控股(00839.HK)公布其內地高等教育學校,於2022/23學年的招生學額已獲得批准,招生學額總數按年增32%至78,157個。 該行表示,假設入學率超過90%,招生學額增加代表集團2023財年高等教育的學生入學自然增長約20%,較管理層早前指引的10%更為強勁。隨著內地失業率創2020年以來的新高,以及今年高考學生新增115萬,該行認為高等教育在宏觀環境疲弱下對穩定就業的作用明顯增加。 瑞信預計中教股價會有正面反應,對其股份評級維持「跑贏大市」,目標價12元。
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