港股异动 | 东方甄选(01797)涨超6% 新东方完成退股与辉同行 公司有望构建全新估值体系
东方甄选(01797)涨超6%,截至发稿,涨6.45%,报12.9港元,成交额8142.69万港元。
消息面上,据公开信息显示,近日,与辉同行(北京)科技有限公司发生工商变更,原全资股东北京新东方迅程网络科技有限公司退出,新增董宇辉为股东并全资持股。此前,董宇辉辞职引发全网热议。
天风证券认为,剥离与辉同行后,东方甄选有望构建全新估值体系。尽管与辉同行GMV出色,但东方甄选市值低迷,该行认为主要或系强IP化模式拖累估值体系。本次剥离:一方面,有望逐步构建以自营品为核心的估值及跟踪架构,目前已有多个成功热门产品潜力可期。另一方面,短期构成GMV冲击,但后续有望对于可持续发展及长期盈利能力奠定坚实基础。第三,未来与新东方或有更多资源协同。
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