New Oriental (EDU): Three Positive Signals for Margins in 1Q19 Results
The stock price plunged more rapidly than the indexes this morning due to low net profits after a one-time item, but we believe the market is...
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New Oriental (EDU): Laws Harm Private Schools? Not This One
EDU is mainly an English school, so the ahead-of-schedule ban and the cancellation of Mathematical Olympiad tests will not impact EDU. EDU is a...
257 Views
Lingochamp (流利说) IPO Review - Fairly Valued but Small Float and Stellar Shareholder Will Help
LAIX Inc (LAIX US) (FKA. Lingochamp) is raising up to US$78m in its IPO. Proceeds from the IPO will be mainly used for research and development and...
561 Views
Koolearn IPO Preview– Don’t Tell Me It’s Another 'Related Party' Story
Koolearn, a leading online college prep test provider in China, majority owned by New Oriental and backed by Tencent, is planning to raise up to...
418 Views
TAL Education: Too Good to Be True? Buyer Beware!
After-school tutoring industry growth of 13% CAGR last five years does not jibe with Tal Education (TAL US)'s 49% sales CAGR (excluding faster...
492 Views