小摩：对东方甄选(01797)未来如果难有盈利一事不会感到惊讶但对新东方-S(09901)影响可控

智通财经07-26 14:46

智通财经APP获悉，摩根大通发布研究报告称，东方甄选(01797)网络主播董宇辉离职，该主播在东方甄选的商品总量中占据了主要部分，他离职将产生“非常重大”的影响，亦估计“与辉同行”在近数季占东方甄选商品交易总额的一半。

该行指出，对未来东方甄选如果难有盈利一事不会感到惊讶，这意味着该行或需要从其预测中除去约10%的综合营业利润和约5%的净利润，但对于新东方教育科技集团：新东方-S(09901)来说影响“非常可控”，因为东方甄选占新东方收入约20%、营业利润10%和不到5%的净利润。

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小摩：对东方甄选(01797)未来如果难有盈利一事不会感到惊讶 但对新东方-S(09901)影响可控

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小摩：对东方甄选(01797)未来如果难有盈利一事不会感到惊讶但对新东方-S(09901)影响可控