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思考乐教育(01769.HK):受托人根据股份奖励计划购买20万股
Ge Long Hui· 2025-08-21 11:35
公司表示对旗下业务前景及展望充满信心。公司将继续密切监察市况及其交易股价,并指示受托人在适 当时候就该计划进行股份购买。受托人目前持有1,285.2万股,占已发作股份2.28%。 格隆汇8月21日丨思考乐教育(01769.HK)公告,于2025年8月21日,根据计划规则及信托契据,受托人已 于市场上购入合共20万股股份,乃为获选参与者的利益以信托方式持有,每股股份平均购买价约2.63港 元,总代价52.5万港元。 ...
思考乐教育(01769.HK):受托人根据股份奖励计划购入合共20万股
Ge Long Hui· 2025-08-21 11:35
格隆汇8月21日丨思考乐教育(01769.HK)公告,受托人根据股份奖励计划最近在市场上购买股份。于 2025年8月21日,根据计划规则及信托契据,受托人已于市场上购入合共200,000股股份,乃为获选参与 者的利益以信托方式持有。 董事会相信,公司目前的股价严重低估公司的表现及相关价值,为购买股份用于日后根据该计划授出股 份提供良机。公司对旗下业务前景及展望充满信心。公司将继续密切监察市况及其交易股价,并指示受 托人在适当时候就该计划进行股份购买。 ...
卓越教育集团发布中期业绩,经调整净利润1.52亿元 同比增加178.9%
Zhi Tong Cai Jing· 2025-08-21 11:09
Core Insights - The company, Excellence Education Group (03978), reported a revenue of 917 million, representing a year-on-year increase of 188.9% [1] - Adjusted net profit reached 152 million, reflecting a year-on-year growth of 178.9% [1] - The net profit also stood at 152 million, showing a year-on-year increase of 178.5% [1] - Basic earnings per share were reported at 19.92 cents [1] Revenue Drivers - The increase in revenue is primarily attributed to the continuous improvement in the quality of comprehensive literacy business products and services [1] - Significant market expansion results were noted in Guangzhou, Shenzhen, and Foshan [1]
卓越教育集团(03978)发布中期业绩,经调整净利润1.52亿元 同比增加178.9%
智通财经网· 2025-08-21 11:07
智通财经APP讯,卓越教育集团(03978)发布截至2025年6月30日止6个月中期业绩,该集团取得收入9.17 亿元,同比增加188.9%;经调整净利润1.52亿元,同比增加178.9%;净利润1.52亿元,同比增加178.5%;每 股基本盈利19.92分。 公告称,收入增加主要原因在于综合素养业务产品与服务质量的不断提升及广州、深圳、佛山市场拓展 成效显著。 ...
卓越教育集团(03978.HK)中期净利润约1.52亿元 同比增长178.5%
Ge Long Hui· 2025-08-21 11:04
格隆汇8月21日丨卓越教育集团(03978.HK)公告,截至2025年6月30日止六个月,集团实现营收约人民币 9.17亿元,同比增长188.9%;实现净利润约人民币1.52亿元,较去年同期增长178.5%。董事会决议宣派 截至2025年6月30日止六个月的中期股息每股普通股11.8港仙(2024年同期:无)。 ...
思考乐教育(01769):2025年半年报点评:广州市场拓展顺利,新校区投入致利润短期承压
EBSCN· 2025-08-21 08:22
2025 年 8 月 21 日 公司研究 广州市场拓展顺利,新校区投入致利润短期承压 ——思考乐教育(1769.HK)2025 年半年报点评 要点 事件:思考乐教育发布 2025 年中期业绩报告。25H1 实现营业收入 4.39 亿元, 同比+10.1%;归母净利润 0.63 亿元,同比-23.9%;经调整归母净利润 0.81 亿 元,同比-13.1%。 辅导课程业务收入增速较快,整体生源稳步扩张。从具体经营数据看,25H1 非 学业素质课程及其他业务收入 3.88 亿元,同比+5.8%,入读学生 17.78 万人次, 同比+4.8%,辅导课时数 438.03 万课时,同比+4.2%;辅导课程业务表现亮眼, 实现收入 0.52 亿元,同比+58.7%,入读学生 2.30 万人次,同比+56.6%,辅导 课时数 56.42 万课时,同比+56.1%。截至 25 年 6 月底,公司学习中心数量较 2024 年底净增双位数,持续拓展教学规模;25H1 公司合约负债 1.82 亿元,较 24 年底下滑 24.5%。 新校区投入致利润短期承压,期间费用率保持稳定。公司 25H1 毛利率为 34.3%, 同比-10.1p ...
思考乐教育(01769):利润受到深圳人员调整及广州校区爬坡影响
HUAXI Securities· 2025-08-20 14:48
Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company's revenue and adjusted net profit for H1 2025 were 439 million and 63 million respectively, showing a year-on-year growth of 9.63% but a decline in net profit by 23.86% due to the impact of new campus ramp-up in Guangzhou and personnel adjustments in Shenzhen [2] - The company has a total of 184 learning centers, a 26.9% increase year-on-year, with 15 new centers opened in H1 2025 [3] - The company is actively seeking new business opportunities, including educational tourism and international courses, which are expected to contribute to long-term growth [3] Financial Summary - The company's gross margin, operating profit margin (OPM), and adjusted net profit margin for H1 2025 were 34.3%, 17.6%, and 18.5% respectively, reflecting declines of 10.1, 10.9, and 4.9 percentage points year-on-year [4] - The company’s contract liabilities decreased by 24.5% year-on-year to 182 million [4] - Revenue forecasts for 2025 and 2026 have been adjusted down to 1,053.78 million and 1,317.77 million respectively, with net profit forecasts adjusted to 186.77 million and 261.18 million [5] - The projected earnings per share (EPS) for 2025 and 2026 are 0.33 and 0.46 respectively, with a new EPS forecast of 0.64 for 2027 [5] Profitability and Valuation - The company’s revenue is expected to grow at a compound annual growth rate (CAGR) of 31.85% from 2023 to 2027, with net profit growth rates of 58.03% and 69.38% for 2023 and 2024 respectively [8] - The price-to-earnings (PE) ratios for 2025, 2026, and 2027 are projected to be 7.87, 5.63, and 4.07 respectively [8]
童程童美上涨2.48%,报1.65美元/股,总市值7812.46万美元
Jin Rong Jie· 2025-08-20 14:44
Group 1 - The core viewpoint of the article highlights the financial performance and market position of Tongcheng Tongmei (VSA), a leading provider of IT-focused STEM education services in China [1] - As of August 20, the stock price of Tongcheng Tongmei increased by 2.48%, reaching $1.65 per share, with a total market capitalization of $78.12 million [1] - Financial data indicates that by December 31, 2024, Tongcheng Tongmei's total revenue is projected to be 1.171 billion RMB, reflecting a year-on-year decrease of 14.86% [1] - The company's net profit attributable to shareholders is expected to be -588 million RMB, showing a significant year-on-year decline of 6671.16% [1] Group 2 - Tongcheng Tongmei, formerly known as DaNai International, focuses on providing supplementary education services in STEM, particularly in IT, for students aged 3 to 18 [1] - The company utilizes an innovative educational platform that combines real-time remote teaching, classroom tutoring, and online learning modules [1] - The aim of Tongcheng Tongmei is to foster a learning environment that encourages children to discover their interests and potential through coding and STEM education [1]
思考乐教育(01769.HK)公布上半年业绩:经调整净利润达8130万元,收入同比增加10.1%
Ge Long Hui· 2025-08-20 09:09
格隆汇8月20日丨思考乐教育(01769.HK)公布,截至2025年6月30日止六个月,集团的收入比去年同期增 长10.1%至人民币439.4百万元。辅导课时由去年同期的4,564,252个课时增长至4,944,498个课时。 集团多种非学科的素养课程,包括科学素养、乐学国学、逻辑思维训练及妙维国际素养等课程,需求强 劲。课程学思结合,注重发挥孩子主观能动性,提升深度思考力,切实满足孩子的全面发展。 展望未来,集团将妥善努力推动多元化发展,利用品牌影响力及口碑,以及管理团队丰富的管理经验及 行业知识,积极探索不同领域的新机遇,扩阔收益基础,深耕科技,妥善利用人工智能的技术发展,不 断提升服务质量和运营效率,以支持集团长远发展。 集团在广东省的策略发展不断取得进展。集团广州的课程和服务受到家长及学生的认可,招生情况理 想,整体运营情况超越预期。由于广州业务正处于提速爬波阶段,今年上半年提供了較多比常規課程學 費更低的體驗課程,该等新学习中心获取的收入相对较低,而日常业务中产生的相关成本(如租金开支 以及薪金及福利)有所增加,对集团的毛利及净溢利产生短期负面影响。截至2025年6月30日止六个月, 集团录得拥有人 ...
深夜美股下挫,黄金跌破3330美元,中概股逆势飘红
21世纪经济报道· 2025-08-19 15:38
Market Overview - The U.S. stock market showed mixed performance with the Nasdaq down 1.14%, S&P 500 down 0.38%, and Dow Jones up 0.25% as of 23:02 [1] - Major indices such as Nasdaq 100 and the Wande American Technology Seven Giants Index also experienced declines of 1.10% and 1.41% respectively [2] - Commodities saw a drop in gold prices and a decline in oil prices across the board [2] Precious Metals and Energy - Gold prices fell below $3,330 per ounce, with the latest price at $3,329.80, down 0.09% [3] - COMEX gold futures also saw a slight decline of 0.12% [3] - WTI crude oil and ICE Brent crude oil prices decreased by 1.00% and 0.83% respectively [3] Chinese Stocks Performance - Several Chinese concept stocks rose against the trend, particularly in the new energy vehicle sector, which saw an increase of over 2% [6] - Notable gainers included Color Star Technology, which surged over 22%, and several others like YSXT and RAYA, which rose over 10% [7][8] Economic Indicators and Federal Reserve Outlook - Jerome Powell is set to deliver a significant speech, with market concerns that he may counter the growing expectations for aggressive rate cuts [5][18] - Analysts suggest that a 50 basis point rate cut in September may be unlikely, as Powell is expected to maintain a cautious stance [18][19] - The upcoming Jackson Hole Economic Symposium is anticipated to be a platform for Powell to clarify the Fed's position on interest rates [18][20] Market Reactions and Predictions - Historical data indicates that the "Jackson Hole week" typically yields positive returns for the S&P 500, with a median weekly gain of 0.8% [22] - However, the current high P/E ratio of 25.5 for the S&P 500 raises concerns about potential market corrections if Powell's remarks disappoint investors [22] - Analysts predict that if Powell maintains a hawkish tone, it could lead to a negative impact on the market, although a 25 basis point cut remains a strong possibility [23][24]