TAL Education (TAL) – Mgt. Expects QOQ Decline for Q1, First Time in 5 Years
Summary Management’s revenue expectation for 1Q19 (as of May 2018) suggests a QOQ decline over weak season. TAL hired CEO of Coursera, a large...
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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...
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OneSmart Education IPO: Leader in the One-On-One Tutoring but Wider Discount Needed
OneSmart Education (ONE US), a leading premium after-school tutoring service provider headquartered in Shanghai, is raising USD200m in its IPO to...
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Schools Come and Go, But Parents Stay Anxious – Promising Education Industry in China
Summary There is a long list of Chinese listed schools. Chinese parents are anxious. The government tries to relieve the competition among...
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TAL Education (TAL US) - Chaos in Junior High School Application in Shanghai
Shanghai Education Bureau banned four authoritative non-governmental Mathematical Olympiad (MO) tests. We believe elementary school pupils do not...
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