大行評級|摩根大通:下調新東方目標價至66港元 下調每股盈測
摩根大通發表報吿指,正如上週該行報吿所指,新東方本季和下季業績料表現糟糕,因此可以理解市場對於今次業績遜預期有負面的反應,該行將每股盈利預測削減約10%,然而該行對該股的教育盈利佔公允價值預測95%以上(現時為100%)維持不變,考慮到基本面下,有耐心的投資者沒有理由在此感到恐慌。該行對新東方目標價由71港元下調至66港元,維持評級“增持”。
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