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盤中異動 | 新東方在線漲近6%再創新高,東方甄選上半財年GMV爲48億,運營成本低於預期
uSMART盈立智投 01-20 11:48

$新東方在線(01797.HK)$今日一度漲近7%,高見71.35港元,再創上市新高,截至發稿,漲5.92%,報70.65港元,成交額1.85億港元。

大和發佈研報稱,新東方在線23財年中期盈利情況超過該行預期29%。從業務轉型以來的首次業績表現來看,東方甄選商品交易總額(GMV)爲48億元人民幣。扣除庫存成本和履行成本後,該行預測自有品牌產品直播毛利率爲17-19%;其在23財年上半年的低運營成本僅爲1億元,而這也提升了淨利潤率。基於更高的直播利潤率表現,該行將目標價由50港元提升至64港元,維持“持有”評級。

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