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777: AI Education Partnership Will Drive Future Returns Through Personalized Learning

AP10 Launch And AI Integration Will Cut Costs

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777
AnalystConsensusTarget
Not Invested
Published 20 Feb 2025

Update shared on 11 Dec 2025

Previous
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AnalystConsensusTarget's Fair Value
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1Y
6.8%
7D
-3.0%

Analysts have lifted their price target for NetDragon Websoft Holdings slightly to account for modest improvements in long term profitability and valuation assumptions, while also incorporating a marginally higher discount rate to balance these expectations.

What's in the News

  • Signed a strategic Memorandum of Understanding with Open University Malaysia to deepen the use of artificial intelligence and digital technologies in open and distance education (Key Developments)
  • Plan to co develop AI driven digital teaching content and integrate intelligent learning analytics, including psychological wellness dashboards and AI enhanced psychometric profiling, into OUM's learning platform to enable more personalized instruction (Key Developments)
  • Intend to explore blockchain based digital credentialing and micro certification systems to enhance the security and credibility of academic qualifications (Key Developments)
  • Will jointly create an AI Research and Innovation Laboratory focused on instructional design, gamified learning, and ethical AI in education (Key Developments)
  • To develop micro credential and TVET programs, along with language certification services, aimed at improving learner employability and advancing a broader digital education ecosystem (Key Developments)

Valuation Changes

  • Fair Value Estimate remains unchanged at HK$16.04 per share, indicating no revision to intrinsic value despite updated assumptions.
  • The Discount Rate has risen slightly from 11.07 percent to 11.20 percent, reflecting a marginally higher required return and risk adjustment.
  • The Revenue Growth Assumption is effectively unchanged at around 5.37 percent, signaling stable expectations for top line expansion.
  • The Net Profit Margin is broadly stable at approximately 18.63 percent, suggesting consistent long term profitability assumptions.
  • The Future P/E Multiple is unchanged at 9.51x, indicating a consistent valuation placed on forecast earnings.

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Disclaimer

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