智通财经APP获悉，新东方-S(09901)跌超3%，截至发稿，跌2.79%，报36.6港元，成交额1.07亿港元。
大和发表报告，预测新东方-S2025财年第三财季核心收入同比升21%，低于此前预期的25%，总收入料同比跌2%。虽然K12小班课程需求稳定，但预计现财年下半年高端海外考试准备和咨询服务收入将低于管理层预期，导致期内海外相关收入同比增长进一步放缓至11%至12%。因消费者对高端旅游服务支出谨慎，寒假期间的文化旅游收入增长亦未达公司预期。
该行又预测，公司季度核心业务非公认会计准则经营溢利率将降至12.5%，同比跌2.5个百分点。第四财季收入料同比持平，核心业务收入同比升11%，现财年全年收入增长24%。该行预计公司下财年收入增长放缓14%，原因是海外业务前景具挑战性，且公司加强效率管理可能减缓产能扩张。
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