盤中異動 | 新東方在線績後跌超6%,東方甄選貢獻了85%的營收
1月17日晚,新東方、新東方在線披露最新業績。隔夜,新東方美股收跌12%。港股盤初,新東方-S跌近13%,現報29.67港元。新東方在線跌超6%,現報62.95港元。
截至2022年11月30日的第二財季,新東方實現淨營收爲6.382億美元,同比下滑3.1%;歸母淨利爲73.2萬美元,而上年同期淨虧損9.365億美元。新東方還預計,第三財季淨營收將介於7.03億美元至7.20億美元,同比增長14%至17%。
新東方在線2023財年2023財年中期持續經營及已終止經營業務的淨總營收從上年同期的5.735億元增加262.7%至20.8億元;持續經營業務的淨營收從上年同期3.01億元增加590.2%至期間20.8億元;股東應佔淨利潤5.85億元,去年同期爲虧損1.09億元。除此之外,新東方在線上半年持續及已終止經營業務的毛利爲9.8億元,同比增長467.9%。
在外界關注的直播電商業務方面,截至2022年11月30日止六個月,直播電商業務商品交易總額(GMV)爲48億元,抖音關注人數3520萬,抖音已付訂單數量達7020萬。東方甄選自營產品及直播電商分部總營收爲17.7億元,其中自營產品的總營收超過10億元。自營產品及直播電商的分部毛利爲7.5億元,而毛利率爲42.5%。按此計算,東方甄選貢獻了85%的營收。
光大證券發佈研究報告稱,維持新東方在線“買入”評級,持續證明自身盈利能力,看好後續GMV、淨利潤增長潛力。同時看好其建立自營消費品品牌,商業模式具備長期生命力,業績成長性有望保持。公司直播電商業務直接受益於疫情復甦,數據穩健提升,新直播間看世界帶來人文屬性、高信任度外景直播新升級,營銷活動持續創新,雲南等地外景計劃中。
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