Youdao Coverage Initiation: Thriving in a COVID and Post-COVID World, Initiate at OW (~58% Upside)
Online education is one of the brightest opportunities today as the coronavirus pandemic has fundamentally changed consumer behaviors and brought...
284 Views
GSX Techedu (跟谁学) Short Sell Reports - What Now?
Citron Research published its second and third short sell report on GSX Techedu (GSX US). The company has been under fire. This came about over...
424 Views
GSX Techedu (跟谁学) Short Sell Report Quick Take - Ball Is Already Back in Citron's Court
Citron Research published a short sell report on GSX Techedu (GSX US). The company has been under fire, defending Grizzly's short sell report...
459 Views
Tencent-Backed Yuanfudao Raises New Funds at a Valuation Close to US$7.5bn
It was reported by several news media outlets that Tencent-backed online education platform in China, Yuanfudao is close to completing a new round...
315 Views
New Oriental (EDU): Reduced Growth Estimate by 10 PP as Epidemic Blocks Students from Going Abroad
EDU reduced its revenues estimate for 3Q2020 (ended February 29) by 10 percentage points. We believe EDU will release 3Q2020 result in the second...
366 Views