Koolearn (新东方在线) Pre-IPO - Profitable Online Edu Company but Poor Sentiment Weighs
Koolearn (1373356D HK) is looking to raise about US$200m in its upcoming IPO in Hong Kong. We like the company because it has achieved a decent...
720 Views
Koolearn IPO Preview – Hurtling Towards Losses?
Koolearn (1373356D HK) , a Chinese online education company backed by New Oriental (EDU US) and Tencent Holdings (700 HK) , has started...
646 Views
China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
299 Views
EDU & TAL：August Quarter: A Big Gamble and a Small Gamble
● August Quarter results from TAL and EDU contained less surprises than it appeared. TAL beat estimates mainly from structural enrollment change to...
337 Views
TAL Education (TAL): Weak 2Q19 as Expected, But Do Not Short It
Do not short TAL merely because of the weak 2Q19 results. TAL has declined 45% in 4 months. The five-year P/E band suggests upside of 17%. We...
409 Views