《大行》申万宏源上调新东方(EDU.US)评级至“买入” 经营效率提升 利润率扩张提速

阿斯达克财经
Yesterday

申万宏源研究发表报告,指新东方(EDU.US)  经营效率提升,利润率扩张提速,料其11月底止2026财年第二季收入11.65亿美元,按年增长12.2%。其中教育业务(含文旅)实现收入9.57亿美元,按年增长11%。其他业务(主要为东方甄选)收入2.08亿美元,按年增长18%。预计归属母公司的Non-GAAP净利润为0.63亿美元,按年增长77.8%。Non-GAAP净利润率为5.4%,按年扩张2...

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