华泰金融(HK)：给予卓越教育集团(03978.HK)“买入”评级 目标价6.48港元
华泰金融(HK)10月7日发布公告。China Beststudy Education is the largest comprehensive K12 education service provider in South China. After the double reduction policy, Beststudy is accelerating its business transition towards quality-oriented education, full-time review programs, and vocational education, and rapidly recovering growth in revenue and profit. We expect Beststudy to benefit from an improved regional competitive landscape and gradually expand in Guangdong province leveraging its brand, teaching, and research advantages. We estimate its 2024/2025/2026 attributable net profit at RMB190/329/393mn. Considering the liquidity discount for small- and medium-cap H-shares, the ample profit elasticity of regional leaders, and the overall liquidity recovery for H-shares, we value the stock at 15x 2025E PE, vs its peers’average of 19.26x on Wind consensus. Our target price is HKD6.48. Initiate at BUY.
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