行动教育(605098)：业绩预告符合预期新签订单回款可期

国泰君安证券股...07-06

本报告导读：2024H1 业绩预告符合预期，大客户战略成效显著；排课及到课率持续恢复，学费提价助力业绩持续释放可期。投资要点：业绩符合预期，维持“增持”评级。公司排课新签回暖，维持 2024-2026 年归母净利润为2.93/3.65/4.42 亿元，维持2024-2026 年EPS 为2.48/3.09/3.74 元；考虑到短期新签订单回款节奏有一定扰动，参考可比公司估值，给予2024 年20...

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行动教育(605098)：业绩预告符合预期 新签订单回款可期

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行动教育(605098)：业绩预告符合预期新签订单回款可期