Youdao IPO: Valuation Calls for a Compulsory Re-Education
Youdao (DAO US) is the online learning unit of Netease Inc (Adr) (NTES US), a 66% shareholder. Youdao has launched its IPO at an indicative price...
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Youdao, Inc (有道) IPO Review - Expensive Valuation but Tiny Float + Good Sentiment Could Mean a Pop
Youdao (DAO US), a subsidiary of Netease Inc (Adr) (NTES US), is looking to raise up to US$100m in its IPO. Out of which, the company's CEO,...
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🇨🇳🇭🇰 That Was The Week That Was • China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today. The weight of...
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New Oriental (EDU): Margin Improved for Two Quarters, But Reached Our Target, Downgrade to Hold
We believe it is positive for EDU to move the focus from the growth to the margin. The operating margin improved YoY for two quarters, therefore...
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New Oriental (EDU): Growth and Margin Recovered - Positive Signals for Koolearn (1797 HK)
EDU’s stock price is close to our last target USD90 set in January 2019, but we believe there is still an upside of 20% for the end of May...
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