TAL - Fully Impacted by Policy Despite Free Riders Launch Class Action – Upgrade to HOLD
Conclusion First Free riders, such as short sellers and law firms, are acting heroes by attacking TAL which is negatively impacted by the policy of...
479 Views
New Oriental (EDU): Online Subsidiary Koolearn, Significantly Outperforms Peers and Goes Public!
Koolearn has New Oriental’s brand advantage, as Koolearn’s Chinese name is New Oriental Online. Koolearn has the largest market share in online...
518 Views
Hujiang Education IPO Preview: An A for Effort
Hujiang Education, a leading online education and technology company (Ed-tech) has filed an IPO to raise $500mn USD in Hong Kong (Source: IFR...
578 Views
One Smart (ONE): Only 1-On-1 Operators Will Not Be Impacted By “Burden Relief” Policy
Summary The education authorities’ “burden relief” policy negatively impacted tutoring programs for elementary schools pupils, but One Smart...
463 Views
TAL (TAL：US）—— While We Look into the Muddy Water
We think Muddy Water did not touch the main business part of TAL. Questioning these 2 deals shows MW does not understand the business logic behind...
153 Views