TAL Education (TAL US) - Chaos in Junior High School Application in Shanghai
Shanghai Education Bureau banned four authoritative non-governmental Mathematical Olympiad (MO) tests. We believe elementary school pupils do not...
222 Views
RYB Education: A Flawed Business Model in Pre K Education
Perhaps the fundamental question for investors is whether it is possible (if at all) to run a for profit educational institute that is also...
220 Views
Four Seasons Education IPO Early Thoughts: A Small Player in a Highly Fragmented Market
Four Seasons Education Cayman (FSE) provides after-school Maths classes, with 33 learning centers in China. The company claims to be the largest...
360 Views
RISE Education IPO: Valuation Matters Despite Negative Feedback
RISE Education began its book-building last week to sell USD143m of ADS. Fellow insight provider Valerie Law, CFA had great write-ups on the...
423 Views
RISE IPO Preview 2: How Does It Stack up Against NOE, COE, and VIPKID in China?
Following our earlier note RISE IPO Preview: An English Language Provider Hoping to Cash in on China’s Appetite for Learning, we decided to take a...
370 Views