港股異動 | 延期開學+培訓轉移線上 新東方在線漲逾4% 較發行價已累漲約1.7倍
格隆匯1月31日丨港股在線教育第一股新東方在線(1797.HK)現報27.35港元,漲4.79%,暫成交6978萬港元,最新總市值256億港元。該股於去年3月28日在港交所上市,截至2019年底股價累漲82.35%,2020年迄今已累漲逾47%,上市十個月較發行價10.2港元已累漲約1.7倍。
教育部近日發佈通知,要求部屬各高等學校適當推遲2020年春季學期開學時間。此外,全國多省市教育局亦通知推遲大中小學、幼兒園等的春季學期開學時間。
天風證券近日發研報指,春節前後肺炎疫情對全球市場造成一定影響,就教育板塊來看,對學歷板塊經營業績無影響,傳統線下培訓受一定負面影響,利好在線教育機構。
在線消費習慣進一步成熟,同時春節前後流量有效增厚後續轉化蓄水池,頭部機構藉助品牌資源優勢加劇行業集中度提升。教育需求及龍頭溢價仍將凸顯,推薦新東方在線等。
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