盤中異動 | 新東方在線漲超7%,擬更名東方甄選,主賬號銷售轉化率持續向上
$新東方在線(01797.HK)$漲7%,股價暫現三連陽,三日累計漲超16%。截至發稿,漲7%,報58.05港元,成交額2.53億港元。
消息面上,1月5日晚間,港股新東方在線公告,公司董事會建議,將公司名稱由新東方在線科技控股有限公司,更改爲東方甄選控股有限公司。
天風證券近日發研報稱,公司看世界賬號12月26-27日於海南開啓正式直播,GMV分別約爲810/2016萬元,表現亮眼。另12月28日東方甄選各賬號奔赴海南開啓週年慶直播,當日全賬號GMV1.2億,其中主賬號約1億元。
該行表示,東方甄選獨特基因已經奠定競對短期難以複製的強大差異化壁壘;數據增長背後是選品排品、銷售節奏以及日常運維的持續成熟。東方甄選創業1年,出圈半年,方式探索及運營進步,在優質管理團隊加持下,數據有望持續向上。該行維持“買入”評級。
中金髮表報告,預計新東方在線2023上半財年收入19億元人民幣,按年增長232%,經調整淨利潤5.5億元人民幣,經調整淨利潤率爲29%,去年同期虧損4.1億元人民幣,收入利潤增長幅度較大主要由於公司直播流量在本財年增長迅速,業務模式逐漸成熟,自有品牌形象初步建立且盈利水平較高。由於直播業務日均商品成交金額提升,中金分別上調2023和2024財年收入46%和33%,至37億元人民幣和44億元人民幣;分別上調調整後歸母淨利潤48%和49%至11億元人民幣和13億元人民幣。中金維持該股跑贏行業評級,上調目標價123%至58港元。
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.