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Huaxin Securities: The demand in the Education Sector is rigid, supply is clearing, and the leading companies are restoring flexibility.
The bank is bullish on SCHOLAR EDU (01769) for successfully transitioning from K12 subject training to quality education and high school training, as well as on Excellence Education (03978) and Xueda(Xiamen)Education Technology Group (000526.SZ), and suggests paying attention to Shanghai Xinnanyang Only Education & Technology (600661.SH).
[Brokerage Focus] CITIC SEC points out that Education AI is one of the important trends in the future Education Industry, and more products are expected to materialize this year.
Jingwu Financial News | CITIC SEC stated that since the second half of 2024, with the slowdown in growth of certain companies in the Industry, the market's concerns about industry demand and competition have intensified, causing stock prices/Company Valuation of most companies in the Industry to fluctuate. However, the organization believes that: 1) the valuation of most companies in the Industry has already fallen to a nearly two-year low, while actual performance growth is still leading in the Consumer sector (referring to Wind's consensus expectations, most companies can maintain a revenue growth of over 20%), and most valuations are below a PEG of 1, indicating significant potential for upward movement as expectations recover. 2) Some recently introduced stimulus policies are expected to boost.
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
NEW HIGHER EDU (02001) Shareholders will transfer 0.224 billion HKD Market Cap Stocks from HSBC Hong Kong to UBS Group Securities Hong Kong, accounting for 13.18%.
In the secondary market, NEW HIGHER EDU has seen its stock price rise by a total of 10% in the past two days.
Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
NEW HIGHER EDU (02001.HK) has seen its Executive Director and Chairman Li Xiaoxuan increase his Shareholding by 0.7 million shares.
On February 24, Gelonghui reported that according to the latest equity disclosure information from the Stock Exchange, on February 20, 2025, NEW HIGHER EDU (02001.HK) was acquired by Executive Director and Chairman Li Xiaoxuan on the market at an average price of HK$1.0791 per share, purchasing 0.7 million shares for approximately HK$0.7554 million. After the shareholding increase, Li Xiaoxuan's latest shareholding is 772,070,025 shares, with the shareholding ratio rising from 50.00% to 50.05%.
