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主力抄底买入卓越教育集团(03978),布局教育赛道

Block orders are buying beststudy edu (03978), positioning in the education sector.

Jinwu Financial News ·  Dec 9 19:06

According to the company's investor relations public account, in the past two months, BESTSTUDY EDU has seen a significant increase in foreign investment research frequency, which includes well-known foreign Institutions such as Wellington Management, East Capital, Oceanlink, Fidelity, Library, Platina, JP MORGAN ASSET, and PINPOINT ASSET, indicating foreign interest in China's high-growth sectors.

Block Orders have also been intensively increasing their positions, as reported by Foresight China Equity Fund in November 2024, BESTSTUDY EDU became the fund's top holding, accounting for 10.71%. Foresight China Equity Fund also allocated shares in well-known companies such as JD.com (10.41%), Trip.com Group (9.90%), Xiaomi Group (9.88%), and TENCENT (9.69%). This product was established on October 10, 2023, and since its establishment, its net value has increased by 35.5%, significantly outperforming the MSCI Chinese Index, Hang Seng Index, and CSI 300 Index.

At the same time, domestic public Funds are also increasing their investments in the education sector. Huaxia Fund holds 6.55 million shares, Southern Fund holds 6.065 million shares, and Wanfang Fund holds 1.737 million shares. Numerous strong public Funds have been buying company Stocks at the bottom, indicating a consistent bullish outlook on the development of BESTSTUDY EDU.

BESTSTUDY EDU has experienced a rebirth since the double reduction, successfully transforming into non-academic Business, with a rapid increase in market share in Guangdong province. The mid-term report shows a 68% year-on-year revenue increase, a 170% year-on-year Net income increase, and a 184% year-on-year increase in contract liabilities, demonstrating strong growth momentum. Analysts are giving continued high growth earnings forecasts for the future and raising the Target Price, with Huaxi giving a price of HKD 6.18/share, HTSC HKD 6.48/share, and FIRST SHANGHAI HKD 5.6/share, which still leaves considerable room relative to the current stock price.

The translation is provided by third-party software.


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