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Hong Kong stocks movement | Most education stocks rose, CHINA EAST EDU (00667) surged 12% after earnings, and the Sector's valuation expectations have significant upward potential.
Most education stocks rose, as of the time of writing, CHINA EAST EDU (00667) increased by 11.52%, trading at 4.84 HKD; Neusoft Ruixin Group (09616) rose by 5.23%, trading at 3.22 HKD; SCHOLAR EDU (01769) increased by 2.59%, trading at 4.75 HKD; BESTSTUDY EDU (06169) rose by 1.91%, trading at 4.27 HKD; NEW ORIENTAL-S (09901) increased by 1.64%, trading at 37.2 HKD.
Huaxin Securities: The demand in the Education Sector is rigid, supply is clearing, and the leading companies are restoring flexibility.
The bank is bullish on SCHOLAR EDU (01769) for successfully transitioning from K12 subject training to quality education and high school training, as well as on Excellence Education (03978) and Xueda(Xiamen)Education Technology Group (000526.SZ), and suggests paying attention to Shanghai Xinnanyang Only Education & Technology (600661.SH).
[Brokerage Focus] CITIC SEC points out that Education AI is one of the important trends in the future Education Industry, and more products are expected to materialize this year.
Jingwu Financial News | CITIC SEC stated that since the second half of 2024, with the slowdown in growth of certain companies in the Industry, the market's concerns about industry demand and competition have intensified, causing stock prices/Company Valuation of most companies in the Industry to fluctuate. However, the organization believes that: 1) the valuation of most companies in the Industry has already fallen to a nearly two-year low, while actual performance growth is still leading in the Consumer sector (referring to Wind's consensus expectations, most companies can maintain a revenue growth of over 20%), and most valuations are below a PEG of 1, indicating significant potential for upward movement as expectations recover. 2) Some recently introduced stimulus policies are expected to boost.
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
Hong Kong stocks fluctuate | Education stocks collectively surged in the last trading hours, as the maternity subsidy policy is expected to continue being introduced, benefiting Institutions due to supporting childcare education policies.
Education stocks surged collectively in the afternoon; as of the time of publication, NEW ORIENTAL-S (09901) was up 9.3%, priced at 39.95 HKD; TIANLI INT HLDG (01773) was up 6.09%, priced at 4.18 HKD; SCHOLAR EDU (01769) was up 4.45%, priced at 4.46 HKD; YUHUA EDU (06169) was up 4.17%, priced at 0.375 HKD.
YUHUA EDU: Annual Report 2024
China YuHua Education (HKG:6169) Hasn't Managed To Accelerate Its Returns
