【券商聚焦】浙商证券维持新东方(09901)“买入”评级指教育业务利润率修复路径仍然清晰

金吾资讯05-03

金吾财讯 | 浙商证券发研报指，新东方(09901)FY2024Q3营收12.1亿美元，同比增长60%，高于公司二季度指引的同比42%-45%的增长区间，除了教育业务持续复苏，本季度东方甄选在自营品品牌日带动和与辉同行开播下，GMV和收入呈现高增，是本次收入端超预期的主要原因。FY2024Q3Non-GAAP经营利润及利润率分别为1.41亿美元、11.7%；FY2024Q3Non-GAAP归母...

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【券商聚焦】浙商证券维持新东方(09901)“买入”评级 指教育业务利润率修复路径仍然清晰

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【券商聚焦】浙商证券维持新东方(09901)“买入”评级指教育业务利润率修复路径仍然清晰