麦格理:下调新东方-S目标价至25.7港元 料其营业利润率将会受压

新浪港股
24 Apr
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易
客户端

  麦格理发布研报称,由于新东方-S(09901)盈利面临下滑,受收入势头放缓,以及海外业务、旅游业和旗下东方甄选(01797)拖累利润率等不利因素,故下调目标价19.4%,由31.9港元降至25.7港元,维持“跑输大市”评级。

  报告表示,新东方管理层将2025财政年度第四季的收入增长指引由16%降至10-13%,并预期2026财政年度的海外业务将会疲弱。同时,麦格理预计集团营业利润率在2026财政年度亦将受到压力,原因是不利的组合抵销了成本控制措施的贡献。

海量资讯、精准解读,尽在新浪财经APP

责任编辑:史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10