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盤中異動 | 新東方在線逆市漲近7%,上半財年業績超預期,機構看好後續增長勢頭加快
uSMART盈立智投 01-19 11:24

智通財經APP獲悉,新東方在線(01797)逆市漲近7%,截至發稿,漲6.7%,報66.05港元,成交額1.48億港元。

消息面上,新東方在線近日公佈2023財年上半年業績。期內營收爲人民幣20.801億元,同比增加590.2%;期內淨利潤爲人民幣5.853億元,同比扭虧爲盈。期內以“東方甄選”所代表的“自營產品及直播電商分部”總營收爲人民幣17.658億元,佔總營收的近85%。

美銀證券表示,新東方於第二財季受到疫情的部分影響,預計後續增長勢頭將加快。2023財年的非GAAP營運利潤率可能會恢復到8%以上,具有潛在的上行空間。此外,公司若進行股份回購等可增加股東回報的措施,應會繼續支撐其股價。

中金則認爲,新東方在線擬改名爲“東方甄選控股有限公司”,旨在聚焦以東方甄選爲平臺的直播業務和自營品建設上。公司直播業務在流量、產品和供應鏈三大核心都具有競爭力,盈利能力有望進一步釋放。該行預計2023財年公司經調整利潤約12億元,經調整淨利潤率爲29%。

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