《大行》大摩降新东方(EDU.US)目标价至87美元东方甄选(01797.HK)拖低毛利率

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摩根士丹利发表报告指，新东方(09901.HK) 增加对东方甄选(01797.HK) 投资，导致新东方在第三财季利润率受挤压，亦将继续影响第四财季及下财年。但该行预期新东方教育业务在下财年维持强劲增长及利润扩张。该行下调对新东方现财年至2026财年盈利预测13%至14%，对新东方美股预托证券(EDU.US) 目标价由95美元降至87美元，基于股价调整后估值仍然吸引，维持“增持”评级。该行又指，...

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《大行》大摩降新东方(EDU.US)目标价至87美元 东方甄选(01797.HK)拖低毛利率

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《大行》大摩降新东方(EDU.US)目标价至87美元东方甄选(01797.HK)拖低毛利率