TAL Education (TAL) – Short Seller Muddy Waters, Not a Hero, But a Free Rider
We are not going to analyze Muddy Waters’ 70-page report item by item. But after we tell you the whole picture, we believe you will agree that it...
230 Views
Puxin Education IPO Review - Asking for 4.9x of Company's Total Acquisition Cost Since 2015
Puxin Ltd (NEW US) is looking to raise up to US$144m in its upcoming IPO. Proceeds will be mostly used for strategic acquisitions with any...
664 Views
China Education Sector Update
The key to understand education:(1) resource imbalance creates demand for after-school tutoring and in-school teaching. It will persist,(2) burden...
78 Views
OneSmart Edu IPO: One-On-One Tutor Model Second Try, What's the Difference?
One-On-One Tutor Model Second Try, What's the Difference?In one-on-one after-school tutor market in China, OneSmart (ONE US) and Xueda (XUE US)...
210 Views
High School Enrolment Reform at Shanghai Pushing Students to Tutoring and Private Schools
Shanghai Bureau of Education (SBE) distributes selective high schools’ enrolments to non-selective middle school students. We believe the new...
179 Views