Social service education Weekly – point of view
Education industry
China’s education index rose or fell by + 2.49% this week. Stocks with large gains and losses: Newcapec Electronics Co.Ltd(300248) (+ 49.26%), New Oriental online (- 27.03%), maple leaf Education (- 18.18%), thinking Music Education (- 15.29%), Guangzheng Education (- 13.75%).
Viewpoint: 1) Newcapec Electronics Co.Ltd(300248) the large increase is related to the concept of digital currency. 2) On the whole, the education industry still maintains a “neutral” rating, and the opportunities mainly come from the individual stock level. 3) It is recommended to pay attention to New Oriental online. K9 discipline business was stripped off on December 31, and the negative factors were cleared. We believe that the company’s resources are expected to tilt towards university adult business and achieve strong growth. In addition, the company is actively transforming to institutions and live broadcasting. The process of new business from 0 to 1 is worthy of attention. The bottom logic lies in the brand, human resources Material resources and other factors remain strong.
Wine travel catering
This week, the hotel catering and leisure (Changjiang) / Consumer Service HK (CITIC) index increased or decreased by + 1.70% / + 0.44%. Stocks with large gains and losses: Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) (+ 13.19%), hellens (- 14.18%), Yihai International (- 7.80%)
Viewpoint: 1) under the normal epidemic prevention and control, travel and tourism are limited as a whole, and short-term performance is under pressure. 2) However, driven by holidays, peripheral / local tourism has become the mainstream of travel on New Year’s day and Spring Festival holidays, and the consumption benefit plate in the province has warmed up slightly. 3) Optimistic in the medium and long term, pay attention to the performance and valuation repair market after the epidemic situation improves. 4) It is suggested to pay attention to the fast-growing Helen company, whose “light product” model is rapidly penetrating into second and third tier cities and below.
The beauty care (Shenwan) index rose or fell – 0.58% this week. Stocks with large increase: Nanjing Cosmos Chemical Co.Ltd(300856) (+ 14.88%) and Qingdao Kingking Applied Chemistry Co.Ltd(002094) (+ 8.39%).
Beauty care
Viewpoint: the beauty care sector lacks catalysis in the short term, and the sector is in a period of fluctuation, waiting for opportunities.
