China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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Key Risk to Private Schools: Property Developers Standing Behind
Most private school operators are also property developers. Schools provide stable cash inflows, so that some developers stopped property...
204 Views
Schools Come and Go, But Parents Stay Anxious – Promising Education Industry in China
Summary There is a long list of Chinese listed schools. Chinese parents are anxious. The government tries to relieve the competition among...
183 Views
Sunlands Education Pre-IPO Review - Explosive Growth Potentially at the Expense of Reputation
Sunlands Online Education Gr (STG US) is looking to raise approximately US$300 million in its upcoming IPO. Proceeds raised will be mostly used for...
264 Views
China Xinhua Education Pre-IPO Review - Not Its Prized Asset but Still a Well-Run Company
China Xinhua Education (CXE HK) filed its prospectus in October 2017 and we are hearing that the company has been doing its pre-deal investor...
318 Views