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港股异动丨思考乐教育涨6% 股价再创上市以来新高
格隆汇 09-26 15:35
格隆汇9月26日丨思考乐教育(1769.HK)涨6%,报7.95港元,股价再创上市以来新高,成交2161万港元,总市值44亿港元。公司本周二公告称,为加强吸引、培养和挽留优秀人才,集团计划建立综合培训中心以向高级管理层、教师和其他工作人员提供培训课程。目前公司已找到一个合适建立有关培训中心的场所,于近日以现金人民币5800万元收购位于广东省深圳市罗湖区的综合楼物业。天风证券近日发布研报称,我们认为收购该物业具有一定的积极意义,教师综合培训中心为教培机构核心组成与重要部分,自有物业 有利于提高使用稳定性,降低租期租约等不确定性,同时该物业具备课室, 宿舍,教研,人力、招募人才,是配合快速发展、人才培养的战略储备。K12培训资产具备较大成长空间,思考乐坐享大湾区人口红利,管理团队极富干劲,合伙人制激励到位,目前正处于快速成长阶段,增长红利快速释放市值弹性较大,考虑到思考乐体量较小,给予其10%估值溢价,即对应FY2036x,对应61亿人民币市值,68亿港币市值,12元港币/股,给予“买入”评级。
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