Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
686 Views
New Oriental (EDU): Educator License Not A Concern
The Education Ministry of China promulgated Burden Relief Measures for Students in Primary and Secondary Schools (中小学生减负措施). The market is...
603 Views
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...
838 Views
New Regulatory Tightening on Online Education Reads Badly on Koolearn IPO
On November 26, 2018, the Ministry of Education of China released an announcement titled "A Notice with Regard to the Improvement After-School...
576 Views
Koolearn (新东方在线) Pre-IPO - Profitable Online Edu Company but Poor Sentiment Weighs
Koolearn (1373356D HK) is looking to raise about US$200m in its upcoming IPO in Hong Kong. We like the company because it has achieved a decent...
720 Views