港股异动 | 思考乐教育(01769)午后涨超4% 富达国际近期频繁增持股份 机构看好教育龙头业绩改善

智通财经
27 Dec 2024

智通财经APP获悉,思考乐教育(01769)午后涨超4%,截至发稿,涨3.46%,报5.08港元,成交额2766.68万港元。

消息面上,根据香港联交所披露的文件,12月17日,富达国际增持思考乐教育53.6万股普通股股份,价值约265.84万港元。值得注意的是,富达国际近两个月连续增持思考乐教育,持股比例由11月初的4.87%提升至12月17日的8.05%。

光大证券指出,随着行业出清,行业竞争格局改善,龙头盈利情况逐步恢复(格局优化下龙头网点利用率和教师排课率逐渐提升),行业至暗时刻已过。24 年龙头企业收入较快增长和利润率改善的确定性较高,后续仍需继续关注政策走向。建议关注思考乐教育等。

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