【高盛：上调新东方目标价至42港元 上调核心业务盈利预测】金十数据4月24日讯，高盛发表研究报告指，新东方(09901.HK)管理层在最近一次业绩电话会议中强调对成本控制和提升营运效率的重视，并预计核心教育业务在截至5月底止第四财季及2026财年经营利润率将扩张。该行指，新东方第四财季及2026财年收入增长指引符合预期，分别为按年增长12%至15%，以及14%至15%，憧憬成本控制得宜，加上发展成熟的学习中心占比不断提升，预期可抵销海外考试培训和咨询业务对利润率的拖累，因此将2025至2027财年核心业务non-GAAP下的经营利润预测上调介乎7%至14%，H股目标价由40港元上调至42港元，维持“买入”评级。高盛预期，若公司可在第四财季实现利润率扩张，届时投资者信心将得到改善，估值可望提升。
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