New Analysis on GSX's Numbers - More Evidence but Share Price Is Now 2x from May Low
Muddy Waters published an anonymous report on the analysis of student number of GSX classes. We will take a look at the analysis in the report and...
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Youdao: VC Investments in Online Learning Validate Robust Growth Outlook, Raise FV to US$48.2 (+29%)
Baidu-backed online education startup, Zuoyebang, just raised US$750mn in its Series E giving it a valuation north of US$6.5bn. This happened just...
393 Views
Youdao 1Q20: K-12 Paid Enrollments Soar 360% as Gross Margin Expands; Maintain OW (28% Upside)
We maintain our overweight rating on Youdao as decade-long structural trends are brought forward by years and consumers increasingly shift spend to...
131 Views
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...
289 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...
432 Views