EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
394 Views
TAL Education: Policy Headwind and Restructuring Risks
This note is not intended to be a preview of TAL Education Group (TAL US) FQ4 2018 (ended Feb 28, 2018) in coming weeks. Recently, management has...
203 Views
OneSmart Education IPO Preview: Smarty Pants
Carlyle group backed Onesmart Education (1512058D CH) is planning to raise c$200mn in an IPO planned for listing on March 28. OneSmart is a leading...
284 Views
Sunlands Education IPO Review - Too Little Info on the Source of Its Growth Driver
Sunlands Online Education Gr (STG US) is looking to raise about US$163m from its upcoming IPO. Proceeds raised will be mainly used for the research...
382 Views
Sunlands IPO Valuation: Strong Cash Flows at a Modest Valuation
Sunlands Online Education Gr (STG US) is a Chinese online education provider. On Friday, it announced its IPO price range of $11.5-13.5 per ADS. At...
232 Views