Like China Education Group for Scale and Organic Growth but Prefer CNHE for Acquisition Track Record
In this piece, we compare China Education Group (CEG)'s operations and financials with its closest listed peers Minsheng Education Group (1569 HK)...
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China Education Group IPO Preview: The Maths Behind the IPO Pricing Doesn't Stack Up
China Education Group is listing on Hong Kong with trading expected to commence on 15 December. At the mid-point of the IPO price range,...
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The Week That Was in Greater China@ Smartkarma: Tencent, Toyota, CNHE, Tuniu,Nissin, MGM China
CONVICTION BUY Tencent - had a very good year, now profit taking but catalysts too many to ignore. Toyota China sales benefitting from the...
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CNHE (2001HK): Management Update and Scenarios for Future Acquisitions Imply >12% Upside
China New Higher Education (CNHE) has since corrected ~20% from its peak of HKD 5.47 and presents a good opportunity for a relook at the company....
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The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breaking USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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