China Internet Weekly (20Jan2020): 18,000 Game Developers Bankrupt, PDD Sued in 1,765 Lawsuits
The Weekly will be suspended for two weeks and be back on February 10, as normally Chinese authorities and companies do not release significant...
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Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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GSX Techedu (跟谁学) Follow-On Offering - Strong Performance Since IPO
Shareholders of GSX Techedu (GSX US) are looking to sell about 15m ADS, representing 10m ordinary A shares. We have covered the company in its IPO...
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New Oriental Education (EDU US): A Long Term Compounder
New Oriental Education (EDU US) is the largest provider of private educational services in China based on the number of program offerings, total...
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New Oriental (EDU): Operating Profits Up 54%, as a Main Competitor Goes Bankrupt
EDU’s operating profits grew by 54% YoY (Exhibit 1) and net profits grew by 70% YoY in the August quarter. WEBi English, an important competitor...
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