新高教集團 (2001.HK): 甘肅學院有利長遠發展,惟政策風險漸現 August 15, 2018

投資概要

新高教集團在7月9日公佈收購甘肅學院,並放棄原來的西北學校的計劃,原先用來發 西北學校的土地用作甘肅學院的新校園。我們相信該收購能縮減培育學校時間及享受 蘭州理工大學的品牌及師資。然而,中國司法部公佈最新民促法修訂草案,其中提出 禁止對收購非營利性民辦學校。根據現金流折現法,我們給予目標價5.05港元,我們 給予“增持”評級,潛在上升空間則為7.45%。(現價截至8月13日)

About the author

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Terry Li
Investment Analyst

Graduated from Lingnan University, with Master of Science in International Banking and Finance and Bachelor of Business Administration respectively. Specializes in analyzing company fundamentals and valuation to explore investment opportunities in TMT, Education and Financial industry.

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