《大行報告》大和上調新東方在線(01797.HK)目標價至39元 評級「持有」
大和發表報告指,新東方在線(01797.HK)母企新東方(EDU.US)公布2023年首季業績,顯示來自新東方在線的盈利強勁。根據新東方的季績,該行估計新東方在線收入為10億元人民幣,純利則為2.7億元人民幣。
該行基於近期新東方在線直播電商業務「文化帶貨」的交易總額及財務資料更新,再審視了對新東方在線的預測,其中2023財年盈利預測調升接近一倍,股份目標價由33元上調至39元,評級維持「持有」。
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