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$培生(PSO)$ 

培生是我们非常看好的股票,我们看好培生主要基于以下几点:

1.Pearson的CSR评分高达97/98分,是该行业中最高的,基于ESG投资的资金非常热爱Pearson,随着ESG投资规模扩大,会强有力的提振股价。

2.培生的考试中心业务预计将逐渐恢复,其考试中心业务比起竞争对手有明显优势

3.PTE在全球内有取代托福IBT考试的趋势,我们认为PTE考试今年Q4或明年Q1会获得加拿大IRCC的认可,进一步提振需求。

4.公司的对机构业务基本稳定

5.公司已经转型为在线教育公司,理应享受与$Coursera(COUR)$ 等公司类似的估值,目前估值十分不合理。

LONDON, April 26 (Reuters) - Global education group Pearson said strong demand for online learning courses had helped the group to post a 5% rise in underlying revenue growth in the first three months of the year.

The British company, repositioning itself as a consumer-facing group offering training and skills for life beyond its core schools and colleges remit, said it continued to expect to deliver revenue and profit growth in 2021.

(Reporting by Kate Holton, Editing by Paul Sandle) ((kate.holton@thomsonreuters.com; 0044 207 542 8560; Reuters Messaging: kate.holton.thomsonreuters.com@reuters.net))

全部讨论

2021-04-26 23:55

培生距离coursera差远了,团队效率非常低,订一个产品,发邮件10分钟的事,花了两周才收到。客户黄花菜都凉了