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盤中異動 | 新東方在線再創上市新高,大和稱其業務重點正式轉向直播電商
uSMART盈立智投 01-13 10:27

新東方在線早盤漲超5%,高見63.79港元,再創上市新高。截至發稿,漲5.48%,報63.5港元,成交額2.17億港元。

消息面上,新東方在線此前發佈公告稱,董事會建議將本公司英文名稱由Koolearn Technology Holding Limited更改爲East  Buy Holding Limited,及將本公司雙重外文名稱由“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”。

大和發佈研報稱,新東方在線已建議將公司名稱改爲東方甄選,標誌着業務重點正式轉向直播電商。該行預測其截至去年11月底止上半財年營收爲20億元人民幣,經調整盈利爲4.65億元人民幣。大和將新東方在線截至今年5月底止下半財年的商品成交額預測提高10%至43億元人民幣。

中金預計,新東方在線2023上半財年收入19億元,同比增長232%;經調整淨利潤5.5億元,經調整淨利潤率爲29%,去年同期虧損4.1億元,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。中金維持該股跑贏行業評級。

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