Koolearn Technology May Be Weighed by Intense Competition -- Market Talk
Koolearn Technology May Be Weighed by Intense Competition -- Market Talk
DJ Koolearn Technology May Be Weighed by Intense Competition -- Market Talk
DJ库伦科技可能会受到激烈竞争的影响--市场谈话
0619 GMT - Koolearn Technology may be weighed by intense competition in the education sector with customer-acquisition costs up 20%-30% due to an increasingly saturated market, Daiwa Capital says. The Japanese investment bank raises its 2022-2023 revenue estimates for Koolearn due to stronger-than-expected growth momentum in the K12 segment, although this may be partially offset by weak college-education course sales. Koolearn is starting to explore offline marketing campaigns, which may help the company to differentiate itself from its competitors, it says. Daiwa cuts target price to HK$35.00 from HK$38.00 but maintains its outperform rating. Shares are down 0.6% at HK$32.35. (yiwei.wong@wsj.com)
0619GMT-大和资本(Daiwa Capital)表示，由于日益饱和的市场，酷学科技可能会受到教育行业激烈竞争的拖累，客户获取成本上升20%-30%。由于K12业务的增长势头强于预期，这家日本投资银行上调了Koolearn 2022-2023年的收入预期，尽管这可能会被疲软的大学教育课程销售部分抵消。Koolearn表示，该公司正开始探索线下营销活动，这可能有助于该公司将自己与竞争对手区分开来。大和银行将目标价从38.00港元下调至35.00港元，但维持表现优于大盘的评级。该公司股价跌0.6%，报32.35港元。(yi wei.wong@wsj.com)
(END) Dow Jones Newswires
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November 23, 2020 01:19 ET (06:19 GMT)
2020年11月23日东部时间01：19(格林威治时间06：19)
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