里昂指,新东方(09901.HK) (EDU.US) 股价绩后跌逾两成,受东方甄选(01797.HK) 拖累盈利率逊预期及海外业务展望转弱影响,纵其K-12业务仍处于轨道。该行基于海外业务及东方甄选展望转弱,下调2025财年收入及盈利预测,将新东方(EDU.US) 目标价由94.1美元降至66.28美元,维持“跑赢大市”评级,基于目前估值不高。该行估算公司75%市值为净现金,连同K-12业务,...
Source Link里昂指,新东方(09901.HK) (EDU.US) 股价绩后跌逾两成,受东方甄选(01797.HK) 拖累盈利率逊预期及海外业务展望转弱影响,纵其K-12业务仍处于轨道。该行基于海外业务及东方甄选展望转弱,下调2025财年收入及盈利预测,将新东方(EDU.US) 目标价由94.1美元降至66.28美元,维持“跑赢大市”评级,基于目前估值不高。该行估算公司75%市值为净现金,连同K-12业务,...
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