智通财经APP获悉,思考乐教育(01769)涨超5%,截至发稿,涨5.04%,报4.17港元,成交额500.72万港元。
消息面上,光大证券研报指出,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。
华泰证券此前指,公司顺利完成自身业务转型,截止24年年中公司在深圳已布局145个网点,目前罗湖、福田区域分布显著加密,关外网点大部分布局地铁站周围。公司计划25年寒假重回广州,考虑到公司差异化的产品服务能力,有望进一步打开收入增量空间。
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