Education Sector Analyst, Schoolhouse Solutions

Anik Siwach

Education Sector Analyst

Schoolhouse Solutions

Schoolhouse is a strategy and research provider for the Education sector. We publish differentiated reports and bespoke research on the sector, focused on private and public companies in Asia-Pacific. Our team has decades of experience working with Education companies ranging from K-12 to Tertiary and Edtech.

Strategy and Research Provider

Thematic (Sector/Industry)

<ul>
<li>EdTech Market Volatility: Docebo and Tribal Group report significant YTD gains of +27% and +32%, while Janison and LTG Group face steep declines of -59% and -45%.</li>
<li>AI Disruption and Adaptation: Chegg introduces a GPT-style assistant in response to AI challenges, while Duolingo excels with 83.1M monthly users, expanding beyond language tuition.</li>
<li>Shifts in Private Funding: Private EdTech funding declines in 2023, with strategic investors and family offices driving deals, amidst a broader reduction in venture capital investments.</li>
</ul>


EdTech Market Volatility: Docebo and Tribal Group report significant YTD gains of +27% and +32%, while Janison and LTG Group face steep declines of -59% and -45%.
AI Disruption and Adaptation: Chegg introduces a GPT-style assistant in response to AI challenges, while Duolingo excels with 83.1M monthly users, expanding beyond language tuition.
Shifts in Private Funding: Private EdTech funding declines in 2023, with strategic investors and family offices driving deals, amidst a broader reduction in venture capital investments.


Education Sector YTD: Volatility in Public Equities, PE Stalking with Take Private Offers

Equity Bottom-Up

NextEd Group Limited provides educational solutions. The Company delivers industry relevant courses and programs, as well as offers work placement and internship. NextEd Group serves students worldwide.

<ul>
<li>
Agile Response to Visa Changes: NextEd's nimble approach to the end of the COVID-19 408 visa showcases adaptability in uncertain times.</li>
<li>
Tech Sector Growth Potential: Expanding in the thriving tech field, NextEd taps into strong post-study work rights and sector support.</li>
<li>
Regulatory Challenges: Navigating regulatory shifts, NextEd's resilience shines amid uncertainty in the non-university education landscape.</li>
</ul>



Agile Response to Visa Changes: NextEd's nimble approach to the end of the COVID-19 408 visa showcases adaptability in uncertain times.

Tech Sector Growth Potential: Expanding in the thriving tech field, NextEd taps into strong post-study work rights and sector support.

Regulatory Challenges: Navigating regulatory shifts, NextEd's resilience shines amid uncertainty in the non-university education landscape.


NextEd Group (NXD):  Whiplash! Market Reaction to Australia’s Visa Changes Highlights the Risk.

3P Learning Limited provides educational services. The Company owns and operates a website for students, teachers, and mathematics coordinators with a focus on e-learning of mathematics. 3P Learning serves the kindergarten through twelfth grade curriculum worldwide.

<ul>
<li>
Holistic Educational Suite: 3PL enriched its product portfolio, with the APAC debut of WritingLegends and BrightPath Assessement. </li>
<li>
Steady Financial Growth: Amidst challenges in the UK, 3PL's 9% ARPU growth highlights its consistent performance and market strength. </li>
<li>
Setting the Pace: With attractive-priced offerings, an integrated product approach, and an innovative teacher training vision, 3PL is expected to continue growing its top line as more schools join. </li>
</ul>



Holistic Educational Suite: 3PL enriched its product portfolio, with the APAC debut of WritingLegends and BrightPath Assessement. 

Steady Financial Growth: Amidst challenges in the UK, 3PL's 9% ARPU growth highlights its consistent performance and market strength. 

Setting the Pace: With attractive-priced offerings, an integrated product approach, and an innovative teacher training vision, 3PL is expected to continue growing its top line as more schools join. 


3P Learning (3PL): Steady Through the 3Rs, Eyes on FY24

<ul>
<li>Addition of Writing Legends to existing maths and literacy apps will create more opportunities to upsell and cross-sell. </li>
<li>
Brightpath, the recently acquired assessments technology provider, adds a new horizontal with the potential to reduce school customer churn</li>
<li>Competition is high from groups such as DreamBox, IXL, ABC Mouse, Khan Academy and <a href="https://www.smartkarma.com/entities/think-learn-pvt-ltd-byju-s" target="_blank" data-smartkarma-citation="entities:32203:1" rel="noopener">BYJU'S</a> . <a href="https://www.smartkarma.com/entities/3p-learning-ltd" target="_blank" data-smartkarma-citation="entities:5708:1" rel="noopener">3P Learning</a> remains a significant player with a strong customer base and improving product portfolio.</li>
</ul>


Addition of Writing Legends to existing maths and literacy apps will create more opportunities to upsell and cross-sell. 

Brightpath, the recently acquired assessments technology provider, adds a new horizontal with the potential to reduce school customer churn
Competition is high from groups such as DreamBox, IXL, ABC Mouse, Khan Academy and BYJU'S . 3P Learning remains a significant player with a strong customer base and improving product portfolio.


3P Learning (3PL): Rare Listed EdTech, Offering Exposure to the Growth in Digital Instruction

Research and Strategy for the Education Sector, Schoolhouse Solutions

Edward Slade

Research and Strategy for the Education Sector

<ul>
<li>Recovery in face-to-face education stocks will accelerate as Chinese international students return on-campus</li>
<li>International K-12 schools will perform strongly as hubs like Dubai and Singapore are booming.</li>
<li>Service providers like <a href="https://www.smartkarma.com/entities/idp-education-ltd" target="_blank" data-smartkarma-citation="entities:1098:1" rel="noopener">IDP Education (IEL AU), </a><a href="https://www.smartkarma.com/entities/flywire-corp" target="_blank" data-smartkarma-citation="entities:33339:1" rel="noopener">Flywire Corp (FLYW US)</a>; schools like Taaleem; and tertiary <a href="https://www.smartkarma.com/entities/china-education-group-holdin" target="_blank" data-smartkarma-citation="entities:18218:1" rel="noopener">China Education Group (839 HK)</a> , <a href="https://www.smartkarma.com/entities/laureate-education-inc" target="_blank" data-smartkarma-citation="entities:26388:1" rel="noopener">Laureate Education (LAUR US)</a>,  and <a href="https://www.smartkarma.com/entities/icollege-ltd" target="_blank" data-smartkarma-citation="entities:14576:1" rel="noopener">Icollege Ltd (ICT AU)</a> will outperform.</li>
</ul>


Recovery in face-to-face education stocks will accelerate as Chinese international students return on-campus
International K-12 schools will perform strongly as hubs like Dubai and Singapore are booming.
Service providers like IDP Education (IEL AU), Flywire Corp (FLYW US); schools like Taaleem; and tertiary China Education Group (839 HK) , Laureate Education (LAUR US),  and Icollege Ltd (ICT AU) will outperform.


International Education Stocks: Surging Student Volumes

Schoolhouse Solutions
Strategy and Research Provider

Education Sector YTD: Volatility in Public Equities, PE Stalking with Take Private Offers

Explore 2023's EdTech trends in our report: Duolingo's rise, Chegg's AI pivot, market volatility, and funding shifts. Essential insights for...

Anik Siwach

NextEd Group (NXD): Whiplash! Market Reaction to Australia’s Visa Changes Highlights the Risk.

Explore NextEd's exceptional resilience in the face of visa changes, strategic embrace of tech sector growth, and adept handling of regulatory...

Anik Siwach

3P Learning (3PL): Steady Through the 3Rs, Eyes on FY24

3PL stock up 5% since the insight was posted, the market is responding favourably to their FY23 figures as we suggested.

Anik Siwach

3P Learning (3PL): Rare Listed EdTech, Offering Exposure to the Growth in Digital Instruction

3PL provides a rare ticket for an Australian-listed EdTech stock, with a focused management team and steady growth plans

Anik Siwach

International Education Stocks: Surging Student Volumes

International education is surging following the end of the pandemic. China's re-opening will turbo-charge a sector that already booming from South...

Edward Slade