Only education: education _ vocational education _ online education concept hot stock
On May 27th, the good news was that the central government supported education by 212.5 billion yuan!
Personal analysis view
1, high 14.50 yuan/share to 6.84 yuan/share, a decrease of 52.83%, and the share price halved, releasing most of the risks of further decline.
2, the total market value of 2.633 billion yuan, small-cap stocks, the main funds are easy to trade, easy to pull up.
3. The bottom is 6.84 yuan/share, which is supported. There are two stages of shrinkage consolidation at the top, and the consolidation time is 9 days and 16 days respectively. There is a high probability that the main funds will be raised.
4. The high point 14.50 yuan/share fell to the support level, and the high lock continued to decrease significantly. At present, the first board has a daily limit, with a profit ratio of 75%, and a large number of chips are gathered in the bottom sideways consolidation interval. Moreover, the current share price has just broken through this range.
5. On May 27th, the trading volume was low for some time in early trading, and it was in a sideways state. Suddenly, the main capital entered the market, and the volume of transactions continued to increase. Finally, the huge amount of funds was pushed up to directly close the board, indicating that the funds are very optimistic about the market outlook.
On May 27th, according to the data of the Dragon and Tiger List:
Heyuan Road, Ningbo: Buy 6.3494 million.
Quantitative fund: buy 7,680,200 yuan.
Quantitative funds (personal notes): Quantitative funds generally analyze high and low points through big data. When retail investors reach that position, they have no more money to buy. When they fell to that position, they stopped hitting the market. Quantitative funds can make high-throwing and low-sucking actions through big data analysis.
Investment logic
1) The only online business group covers live broadcast, recording and online one-to-one online teaching mode. 19, after integrating the existing online business units, initially explored the main product business model and promotion model of Only Online. The online business platform built can support the whole process of students' learning and service, and give strong support to offline business units in stages; In the future, the company will firmly promote the development strategy of technology empowerment, continue to promote the OMO business model of "offline+online" integration, and realize the deep integration of online and offline business models; The income from education and training business exceeds 85%.
2) K 12 Shanghai education leader; The education and training business involves K 12 subject education, K 12 quality education, vocational education, international and basic education and other fields; Can provide K 12 full-time school operation, higher vocational colleges, vocational training, Japanese education, high-end management continuing education and other educational products; The income from education and training in recent 20 years is 15.2 1 100 million yuan, accounting for 84. 1 1% of the income.
3) The main business models of K12 education, vocational education, international education and preschool education; Shanghai Jiao Tong University Education (Group) Co., Ltd., holding 63.5% of the shares, is the largest enterprise in the company's assets and the leader of Shanghai K 12; Only Education, a subsidiary, has invested strategically in Xia Jiaer Education by means of "debt-to-equity swap" and is a well-known institution in children's art training industry; Education income accounts for 87%; The preschool education business is mainly carried out on the high-spirited technology platform, accounting for a very low proportion in the company's overall business. The company is actively studying follow-up development measures to standardize the company's preschool education business.