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港股异动 | 新东方-S(09901)绩后低开近15% 东方甄选投入加大 公司利润率短期或承压

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新东方-S(09901)绩后低开近15%,隔夜收跌近14%。截至发稿,跌14.95%,报60.3港元,成交额2783.58万港元。

消息面上,新东方昨日发布2024财年3季度业绩,该集团期内取得净营收12.07亿美元,同比增加60.1%;经营利润1.13亿美元,同比增加70.6%;新东方股东应占净利润8716.7万美元,同比增加6.8%;调整后归母净利润1.05亿美元,低于机构此前预期的1.2亿美元;净利率8.7%,对比去年同期13%。

交银国际指出,预计4季度收入增38%至11.8亿美元(管理层指引28%-31%),运营利润率或同比降3个百分点至6%,主要受东方甄选投入加大及教育业务淡季、文旅投入影响。业绩发布后股价收盘跌幅14%,主要受利润率短期压力影响,现价对应教育业务市盈率20倍。该行认为教培需求及公司业务表现仍然稳健,预计2025财年教育收入增30%,利润率持续优化。

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