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...
637 Views
GSX TechEdu IPO: A Bit Too Speculative for Our Liking
GSX Techedu (GSX US) is a Chinese online education company which has filed for an IPO in the US. The expected IPO price range is $9.5-$11.5 per...
708 Views
GSX Techedu IPO: Reasonable Valuation
GSX Techedu (GSX US) is an online education provider in China with expertise in online K-12 courses. It announced its IPO price range of...
704 Views
GSX Techedu (跟谁学) IPO Review - Profitable Online Education Company
GSX Techedu (GSX US) looking to raise up to US$228m in its upcoming IPO. We have previously covered the IPO in: GSX Techedu (跟谁学) IPO Early...
713 Views
K12 After-School Tutoring Services: China’s Best Consumption Story
In this note, we present our long investment thesis on the leading provider of China’s K12 tutoring service, Tal Education (TAL US) with a top-down...
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