New Oriental Education (EDU US): A Long Term Compounder
New Oriental Education (EDU US) is the largest provider of private educational services in China based on the number of program offerings, total...
285 Views
New Oriental (EDU): Operating Profits Up 54%, as a Main Competitor Goes Bankrupt
EDU’s operating profits grew by 54% YoY (Exhibit 1) and net profits grew by 70% YoY in the August quarter. WEBi English, an important competitor...
408 Views
Youdao IPO: Valuation Calls for a Compulsory Re-Education
Youdao (DAO US) is the online learning unit of Netease Inc (Adr) (NTES US), a 66% shareholder. Youdao has launched its IPO at an indicative price...
434 Views
Youdao, Inc (有道) IPO Review - Expensive Valuation but Tiny Float + Good Sentiment Could Mean a Pop
Youdao (DAO US), a subsidiary of Netease Inc (Adr) (NTES US), is looking to raise up to US$100m in its IPO. Out of which, the company's CEO,...
515 Views
🇨🇳🇭🇰 That Was The Week That Was • China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today. The weight of...
568 Views