Education Sector Analyst, Schoolhouse Solutions

Anik Siwach

Education Sector Analyst

Schoolhouse Solutions

Schoolhouse is a strategy and research provider for the Education sector. We publish differentiated reports and bespoke research on the sector, focused on private and public companies in Asia-Pacific. Our team has decades of experience working with Education companies ranging from K-12 to Tertiary and Edtech.

Strategy and Research Provider

Equity Bottom-Up

<ul>
<li>Government hammers the international VET sector:  Government issues tough caps, reducing international students in VET.</li>
<li>Reliance on international students: NextEd will struggle to operate under reduced international student volumes.</li>
<li>Diversification underway: NextEd have been proactive in countering government policy.</li>
</ul>


Government hammers the international VET sector:  Government issues tough caps, reducing international students in VET.
Reliance on international students: NextEd will struggle to operate under reduced international student volumes.
Diversification underway: NextEd have been proactive in countering government policy.


NextEd Group: WOW! NXD Soars 50%, as Nervous Times Loom for Australian Private Education

Research and Strategy for the Education Sector, Schoolhouse Solutions

Edward Slade

Research and Strategy for the Education Sector

Thematic (Sector/Industry)

<ul>
<li>Recovery in face-to-face education stocks will accelerate as Chinese international students return on-campus</li>
<li>International K-12 schools will perform strongly as hubs like Dubai and Singapore are booming.</li>
<li>Service providers like <a href="https://www.smartkarma.com/entities/idp-education-ltd" target="_blank" data-smartkarma-citation="entities:1098:1" rel="noopener">IDP Education (IEL AU), </a><a href="https://www.smartkarma.com/entities/flywire-corp" target="_blank" data-smartkarma-citation="entities:33339:1" rel="noopener">Flywire Corp (FLYW US)</a>; schools like Taaleem; and tertiary <a href="https://www.smartkarma.com/entities/china-education-group-holdin" target="_blank" data-smartkarma-citation="entities:18218:1" rel="noopener">China Education Group (839 HK)</a> , <a href="https://www.smartkarma.com/entities/laureate-education-inc" target="_blank" data-smartkarma-citation="entities:26388:1" rel="noopener">Laureate Education (LAUR US)</a>,  and <a href="https://www.smartkarma.com/entities/icollege-ltd" target="_blank" data-smartkarma-citation="entities:14576:1" rel="noopener">Icollege Ltd (ICT AU)</a> will outperform.</li>
</ul>


Recovery in face-to-face education stocks will accelerate as Chinese international students return on-campus
International K-12 schools will perform strongly as hubs like Dubai and Singapore are booming.
Service providers like IDP Education (IEL AU), Flywire Corp (FLYW US); schools like Taaleem; and tertiary China Education Group (839 HK) , Laureate Education (LAUR US),  and Icollege Ltd (ICT AU) will outperform.


International Education Stocks: Surging Student Volumes

<ul>
<li>
Agile Response to Visa Changes: NextEd's nimble approach to the end of the COVID-19 408 visa showcases adaptability in uncertain times.</li>
<li>
Tech Sector Growth Potential: Expanding in the thriving tech field, NextEd taps into strong post-study work rights and sector support.</li>
<li>
Regulatory Challenges: Navigating regulatory shifts, NextEd's resilience shines amid uncertainty in the non-university education landscape.</li>
</ul>



Agile Response to Visa Changes: NextEd's nimble approach to the end of the COVID-19 408 visa showcases adaptability in uncertain times.

Tech Sector Growth Potential: Expanding in the thriving tech field, NextEd taps into strong post-study work rights and sector support.

Regulatory Challenges: Navigating regulatory shifts, NextEd's resilience shines amid uncertainty in the non-university education landscape.


NextEd Group (NXD):  Whiplash! Market Reaction to Australia’s Visa Changes Highlights the Risk.

Australia

NextEd Group Limited provides educational solutions. The Company delivers industry relevant courses and programs, as well as offers work placement and internship. NextEd Group serves students worldwide.

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NextEd Group (NXD AU)

NextEd Group: WOW! NXD Soars 50%, as Nervous Times Loom for Australian Private Education

Strict caps imposed on new international students in Australia, sparking concern among many private Higher Education and VET providers across the...

Anik Siwach

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

NextEd Group (NXD): Whiplash! Market Reaction to Australia’s Visa Changes Highlights the Risk.

Explore NextEd's exceptional resilience in the face of visa changes, strategic embrace of tech sector growth, and adept handling of regulatory...

Anik Siwach

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