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China Education Group (839 HK)
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92
Analysis
Consumer Discretionary
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China
China Education Group Holdings Limited offers educational services. The Company provides private universities operating services, education training services, and other services. China Education Group Holdings offers services in Hong Kong.
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bullish
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China Education Group
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27 Jan 2022 08:16
China Education Group (839 HK): Further Regulatory Headwinds?
Regulatory speculations have beaten down CEG but may concerns are counter-intuitive and share price has over-reacted. Private participation in...
Osbert Tang, CFA
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329 Views
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bearish
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China Education Group
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28 Nov 2023 08:00
China Education Group (839 HK): Not so Encouraging in the near Term
CEG is facing challenges from higher USD interest rates, reduced capitalised interest, and write-offs. Despite a 17.8% increase in new students,...
Osbert Tang, CFA
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410 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2023 13:31
International Education Stocks: Surging Student Volumes
International education is surging following the end of the pandemic. China's re-opening will turbo-charge a sector that already booming from South...
Edward Slade
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636 Views
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bullish
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Thematic (Sector/Industry)
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11 Feb 2022 08:34
Asia EdTech and China Education: An Update
China's EdTech venture funding lagged behind India's in 2021. We expect regulatory concerns to keep China underperforming in 1H22, with India...
Osbert Tang, CFA
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395 Views
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bearish
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Thematic (Sector/Industry)
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26 Jul 2021 08:37
China Private Education: How to Position After the Regulatory Crackdown?
Focus on higher and vocational education sub-segments is the best position amid regulatory crackdown. For online players, New Oriental looks more...
Osbert Tang, CFA
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493 Views
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