小摩指,仍偏向好未来教育集团(TAL),因其对宏观风险的敏感性明显较低,且在未来几年内仍有可能实现超常增长。摩根大通发布研报称,现正调整新东方(09901)2025-2026财年的预测数据至2025财年第3财季,这是该行过去12个月内的第四次下调。目前小摩仍维持新东方的“中性”评级,另基于15倍的预期市盈率,下调集团港股目标价,由40港元降至38港元。小摩指,仍偏向好未来教育集团(TAL),因其对...
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