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中金首予中国东方教育(0667.HK)“跑赢大市”评级目标价15港元
格隆汇 07-17 10:48

中金公司发表研究报告指出,中国东方教育(0667.HK)是教育市场的头部公司,且将继续强力扩张,每年料新开约20家学校。首予其“跑赢大市”评级,目标价为15港元,即较前收市价12.52港元,仍隐含20%之上行空间。

中金报告指出,中国东方教育在行业的领先地位和丰富的学校管理经验,将提供竞争优势,未来三年料其盈利複合增长率达26%。

报告又说,中国东方教育打入潜力巨大的中国假期培训市场,该市场2017年规模已达980亿元人民币左右,未来五年复合增速料达10%,头部公司有机会整合市场,预测2019-2021年的每股盈利预测分别达0.36、0.51和0.57元人民币。

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