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...
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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...
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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...
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New Oriental (EDU): Laws Harm Private Schools? Not This One
EDU is mainly an English school, so the ahead-of-schedule ban and the cancellation of Mathematical Olympiad tests will not impact EDU. EDU is a...
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Babytree IPO Preview: In Desperate Need of Alibaba to Unleash Its Potential
Babytree Inc (BABYTRE HK) is a leading Chinese online parenting firm which can be described as a combination of a maternity focused online forum...
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