港股異動丨新東方在線漲3.72% 南下資金持倉比例接近10%
格隆匯12月2日丨新東方在線(1797.HK)漲3.72%,報18.96港元,成交8956萬港元,總市值約177億港元。據格隆匯APP數據顯示,新東方在線自上市以來持續獲得南下資金青睞,最新港股通持倉比例已經達到近10%。中泰證券上週發佈研報稱,新東方在線上市後業務條線和組織架構進行調整升級,並收購東方優播的剩餘股權,發展重心凸顯。K12業務將成為公司未來主要的增長引擎,其中優播模式在三四線初步跑通,未來網點、學生人次、續班率、班均人數、教師利用率提高都將助力業績翻倍式增長。我們預計公司整體在FY20、21仍虧損,在FY22將開始盈利,預計FY20合理市值為255億港元,首次覆蓋,給予“買入”評級。
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