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...
662 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...
307 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...
342 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...
420 Views
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...
419 Views