智通财经APP获悉,中教控股(00839)再跌近3%,截至发稿,跌2.89%,报3.69港元,成交额1119.37万港元。
消息面上,中教控股公布截至今年8月底止全年业绩,营业额65.79亿元人民币(下同),同比升17.1%。纯利4.18亿元,同比跌69.7%。招商证券指,纯利下跌主要因为公司计提约19亿元的商誉/无形资产减值,该笔减值源于对三所并购学校增长预期的下修。下调对中教控股2025至2026财年的核心净利润预测7至8%,以反映公司增速放缓、去杠杆和更高的税费。目标价从7.8港元下调至4.9港元,维持评级“增持”。
麦格理发布研究报告称,重申中教控股“跑赢大市”评级,下调2025及2026财年的经调整净收入预测11.9%及16.9%,以反映较低的收入及净利润预测,又将目标价调降15%,由8.7港元降至7.4港元。汇丰研究报告指,将中教控股评级由“买入”降至“持有”,目标价由6港元下调至4.5港元。
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