财报速读 | 一夜大涨30%,新东方又活过来了吗?
10月26日晚,新东方公布了2023财年第一季度(2022年6月1日-8月31日)未经审计的财务业绩。隔夜美股狂欢一夜,收涨近30%,带动港股新东方和新东方在线继续走高。
数据显示,该季度营收7.45亿美元,同比下降43%,主要原因来自于终止K-9学科课后辅导业务所带来的影响,营收继续大幅收缩,为何市场这么兴奋?
因为利润超预期了,non-GAAP归母净利润8371万美元,虽然同比下降了25%,但是环比扭亏为盈。根据机构的预测,一半的利润可能都来自新东方在线的直播,市场看到了新东方转型的成功以及未来的无限可能。
目前新东方在线及其他业务占新东方总收入的20%,随着东方甄选直播间在6月爆火,该季度的GMV达到22亿人民币。在董宇辉一夜走红之际,市场还在怀疑这个热度能持续多久,但是从带货数据来看,东方甄选还是保持了不错的成绩,蝉妈妈数据显示,东方甄选近一个月累计销售额是同期抖音直播带货榜第1名。未来可以在完善矩阵、拓宽品类等方面发力,实现GMV的进一步突破。
再看新东方拓展的新业务,即非学科辅导业务及智能化学习系统,新业务收入占比在一季度已达到16%,发展势头良好。
最后看新东方的传统业务,表现也是非常稳健。大学生考培、出国留学考培以及留学咨询业务在23财年1Q的收入同比分别增涨2%、2%和21%,在就业难的大环境下,新东方这块业务还是很景气的。
2021年股价跌近90%,2022年股价沉寂多时,新东方似乎被东方甄选盘活了,直播业务迅速扩大、传统业务稳健发展、新业务持续探索,“打不倒的新东方”又重新站了起来。
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