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港股异动 | 新东方-S(09901)跌超7% 东方甄选高投入致公司利润率受压 第四财季或仍受影响

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新东方-S(09901)跌超7%,截至发稿,跌7.14%,报63.75港元,成交额2.92亿港元。

消息面上,新东方2024财年3季度业绩显示,该集团期内取得净营收12.07亿美元,同比增加60.1%;经营利润1.13亿美元,同比增加70.6%;新东方股东应占净利润8716.7万美元,同比增加6.8%;调整后归母净利润1.05亿美元,低于机构预期的1.2亿美元;Non-GAAP经营利润率11.7%,同比持平,略低于机构预期的12.9%。

摩根士丹利指出,新东方增加对东方甄选投资,导致新东方在第三财季利润率受挤压,亦将继续影响第四财季及下财年。民生证券指出,也预计东方甄选的影响或将延续到Q4。FY2024Q3公司归母净利率7.2%,同比下降3.6ppt,Non-GAAP归母净利率8.7%,同比下降4.0ppt,主要系一次性的权益法投资减值等因素影响。

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