港股異動丨思考樂教育大升超18%,行業復甦趨勢得到確認
新東方、好未來業績超預期,行業復甦趨勢得到確認,港股市場華南頭部教育服務商思考樂教育(1769.HK)今日盤中拉昇大升超18%至2.62港元。信達證券指出,教培供給出清,集中度提升,需求旺盛。從新東方、好未來季度數據顯著向好,可見K-9非學科類培訓和高中學科類培訓需求旺盛。天風證券近日亦首次覆蓋思考樂教育,給予“買入”評級,目標價4.28-5.71港元。該行認為,經過3年雙減落地,未來企業發展具備相對穩定的外部環境;同時頭部企業優勢顯著,經歷疫情影響以及在當前政策監管之下,資質略差的中小機構或逐步出清,頭部品牌信任背書及資源支持下有利於獲取更大市佔。

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.