看空中概教育股！大摩下调新东方、好未来等评级和目标价

腾讯新闻2021-06-17

原标题：看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价来源：腾讯新闻腾讯证券6月16日讯，好未来（NYSE:TAL）和新东方（NYSE:EDU）周三股价均大幅下跌，原因是摩根士丹利发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。截至发稿，好未来股价下跌8.4%至26.40美元，新东方股价下跌6.6%至8.91美元。与此同时，一起教育跌5.2%，高途跌8.6%，...

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赞我的今年账户翻十倍
2021-06-17
赞我的今年账户翻十倍
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吉星lily
2021-06-17
吉星lily
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Damo downgraded the ratings and target prices of New Oriental Education & Technology and TAL Education Group","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/891f1bea90bf216d44b3b16ff1bb848f","symbols_score_info":{"09901":0.9,"EDU":0.9,"TAL":0.9},"content_text":"原标题：看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价 来源：腾讯新闻\n腾讯证券6月16日讯，好未来（NYSE:TAL）和新东方（NYSE:EDU）周三股价均大幅下跌，原因是摩根士丹利发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。\n截至发稿，好未来股价下跌8.4%至26.40美元，新东方股价下跌6.6%至8.91美元。与此同时，一起教育跌5.2%，高途跌8.6%，51Talk跌3.1%。\n摩根士丹利分析师Sheng Zhong表示，该行将中国课后辅导板块的整体评级下调到了“持股观望”，认为在基本假设情境下，辅导时间部分减少的可能性为50%。在这种情境下，新东方和好未来的营收可能会最多下降58%。\n而在悲观假设情境之下，K9课后辅导公司将在周末、暑假和寒假不提供辅导的情况下，面临着“难以”维持运营的困境。摩根士丹利认为，发生这种情况的可能性为45%。K9和K12课后辅导课程分别占新东方营收的55%和80%，占好未来营收的80%和100%。\n有鉴于此，摩根士丹利将好未来的股票评级从“增持”连降两级至“减持”，同时将其目标价从75美元下调至21.50美元；将新东方的股票评级从“增持”下调至“持股观望”，目标价从20美元下调至8.60美元；将一起教育（NASDAQ:YQ）的股票评级从“增持”连降两级至“减持”，目标价从17美元下调至3美元；将有道（NYSE：DAO）的目标价从30美元下调至29美元。\n上周，好未来和高途（NYSW:GOTU）的股价双双下跌，原因是花旗集团将这两家公司的股票评级下调到了“卖出”。\n最近几个月以来，中国课后辅导公司的股价呈现出大幅下挫的势头。（星云）","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":161034043,"gmtCreate":1623896005482,"gmtModify":1634026213955,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"好惨","listText":"好惨","text":"好惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161034043","repostId":2144718740,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":163529533,"gmtCreate":1623889390022,"gmtModify":1634026447764,"author":{"id":"3561796458359796","authorId":"3561796458359796","name":"吉星lily","avatar":"https://static.tigerbbs.com/1753d07673cc1fe3e1f5e366777cbdd6","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163529533","repostId":2144718740,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":2,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2144718740"}