《大行報告》大和引述新東方在線(01797.HK)指「東方甄選」早已取得盈利及正現金流 指6月至8月GMV逾20億人幣
新東方在線(01797.HK)今早股價曾高見25元一度彈高15.5%,最新報22.75元升5.3%。大和發表報告表示,新東方在線公布了截至今年5月底全財年業績,公司在2022財年終止了所有K12和學前教育相關業務,若剔除終止經營的虧損,其餘業務和新業務在2022財年實現盈利1.1億元人民幣,對比2021財年為虧損4,050萬元人民幣。
該行指,新東方在線旗下「東方甄選」是財報電話會議的主要焦點,管理層立志將新東方在線打造為「產品+技術」的企業,通過東方甄選的營運,促進內地優質農產品的發展,促進農業供應鏈的發展。公司分享東方甄選直播電商6月至8月商品交易總額(GMV)已超過20億元人民幣,日均GMV達到3,000萬元人民幣。
大和引述新東方在線管理層指旗下「東方甄選」已經實現了盈利和正現金流。展望未來,東方甄選將繼續擴大直播主團隊、直播/銷售渠道和自有品牌產品組合。從2023財年開始,「東方甄選」很可能成為集團的主要增長動力。而該行維持對新東方在線「跑輸大市」的投資評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.