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郭家耀: 港股短期料上落市 中教控股(00839.HK)增長惹憧憬
阿思達克 10-21 10:36

正榮金融業務部副總裁郭家耀稱,美股上周五(18日)全線向下,市場憂慮環球經濟出現衰退,加上藍籌企業傳出不利消息,拖累三大指數均錄得跌幅收市。美元走勢靠穩,美國十年期債息回升至1.75厘水平,油價及金價略為偏軟。港股預託證券大致向下,預料大市早段跟隨外圍低開。內地股市走勢向下,國家統計局公佈第三季GDP增長低於預期,市場憂慮內地經濟下行壓力加大,滬綜指高開低走,收市下跌1.3%,滬深兩市成交額持續維持低企。港股表現回落,指數一度逼近27,000點心理關口,但高位有獲利回吐,最終收市錄得溫和跌幅。

市場繼續關注外圍宏觀經濟消息,以及中美貿易談判進展,預料短期維持上落市局面,於26,200至27,000點水平徘徊。

另中教控股(00839.HK)日前公布今年9月份在校學生人數17.87萬人,按年增加35%,學校數量增加80%至9間。在校學生人數快速增加主要由於學校的學生註冊人數增長以及上年度4所新學校加入所致。公司早前亦公布收購一所位於澳洲悉尼市中心的大學國王學院全部股權,代價1.28億澳元,收購有助擴展公司版圖至海外。

中教為內地最大的高等及職業教育企業,透過現有校園擴建和學校升級及積極併購行動,未來增長動力可取得平衡,並進一步擴大其市場地位。儘管公司目前在入學人數上是內地最大,但中教分別僅佔內地私立高等教育市場及職業教育市場約1.4%及3.1%的市場份額,顯示市場仍有大量整合的機會。中教擁有良好的管理及執行能力,充裕的財務資源作併購,有助進一步鞏固市場領先優勢。

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