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港股异动 | 部分教育股走高 行业或迎一系列鼓励支持政策 业绩与估值双重修复趋势可延续

Changes in Hong Kong stocks | Some education stocks are rising, the industry may face a series of incentives and support policies, and the trend of double recovery in performance and valuation can continue

Zhitong Finance ·  Jan 8 22:19

Some education stocks were higher in early trading. As of press release, China Education Holdings (00839) rose 3.56% to HK$4.66; China Oriental Education (00667) rose 2.79% to HK$2.58; Minsheng Education (01569) rose 2.04% to HK$0.25; and Hope Education (01765) rose 1.59% to HK$0.32.

The Zhitong Finance App learned that some education stocks were higher in early trading. As of press release, China Education Holdings (00839) rose 3.56% to HK$4.66; China Oriental Education (00667) rose 2.79% to HK$2.58; Minsheng Education (01569) rose 2.04% to HK$0.25; and Hope Education (01765) rose 1.59% to HK$0.32.

According to the news, China's Ministry of Education issued a notice on January 3 that it will select around 1,000 national online quality courses for vocational education to promote the development and open sharing of high-quality digital resources for vocational education. Huaxi Securities believes that the education sector is expected to usher in a series of incentives and support policies, and that vocational education and science and technology education are also the best directions in the medium to long term.

GF Securities pointed out that the trend of double recovery in the education sector's performance and valuation can continue. Since the beginning of the year, the education industry's immediate needs have been highlighted. Business development has resumed rapidly after external influencing factors have been lifted, and at the same time, steady improvement in policy sentiment has supported the restoration of valuations to a reasonable center. K12 extracurricular training: standardized development or promotion of industry pattern reshaping, leaders fully benefit; vocational skills training: enrollment is recovering steadily, and performance release can be expected; enterprise management training: industry demand is resilient, leading differentiation advantages support outstanding performance; private schools: steady growth in higher education performance, and valuations are expected to be repaired, and compulsory education schools explore new growth paths.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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