The Week that Was in Greater China @Smartkarma: Party Congress, Education IPOs, BABA-AMZN Logistics
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of October 16th through October 23rd and features a selection of the...
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One Smart (ONE): Only 1-On-1 Operators Will Not Be Impacted By âBurden Reliefâ Policy
Summary The education authoritiesâ âburden reliefâ policy negatively impacted tutoring programs for elementary schools pupils, but One Smart...
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Puxin Education IPO Review - Asking for 4.9x of Company's Total Acquisition Cost Since 2015
Puxin Ltd (NEW US) is looking to raise up to US$144m in its upcoming IPO. Proceeds will be mostly used for strategic acquisitions with any...
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TAL Education (TAL) â Mgt. Expects QOQ Decline for Q1, First Time in 5 Years
Summary Managementâs revenue expectation for 1Q19 (as of May 2018) suggests a QOQ decline over weak season. TAL hired CEO of Coursera, a large...
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TAL Education: Policy Headwind and Restructuring Risks
This note is not intended to be a preview of TAL Education Group (TAL US) FQ4 2018 (ended Feb 28, 2018) in coming weeks. Recently, management has...
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