NetDragon Placement: Reverse Inquiry at Inflection Point
Net Dragon is placing USD125m shares. In this insight, we will look at the deal, the company's fundamentals and score the deal in our ECM...
471 Views
NetDragon: Value Emerges as Education Segment Is Now Free!
Netdragon Websoft Inc (777 HK) announced 1Q17 results [link] on 13th June. The company achieved positive EBITDA for the quarter, while non-GAAP...
381 Views
CDEL's 2Q Growth Despite Headwinds + Moats + Net Cash Makes It an Attractive Edtech Firm
In an era where online courses and ongoing education are starting to get popular, China Distance Education Hldgs Ltd (ADR) (DL US) has already...
500 Views
An Online Education Company Whose Negatives Are Priced-In, but Growth Is Not
As part of the Edtech series introduced earlier, I will be featuring educational companies focused on mobile learning and virtual classrooms,...
554 Views
NetDragon: Education Business to Be Profit-Making in FY17
NetDragon's FY16 headline numbers show widened losses as 4Q is traditionally a low season for the education industry. However, the company gave out...
340 Views