EDU Extended Rise and Pullback Targets
New Oriental Education (EDU US) displays exhaustive rally signals under ideal bull projection at 161 with increasing odds of an early failure and...
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New Oriental (EDU): Students Declined YoY for First Time in Seven Years
Students declined YoY in 4Q20 for the first time since February 2013. We believe revenue will decrease by 4% and the operating margin will decline...
437 Views
New Oriental (EDU): Re-Organization, Expected First QoQ Declining May Quarter in Ten Years
EDU set up a new department of “university unit”, which includes all adult education businesses. We believe EDU aims to release its performance of...
463 Views
Youdao: VC Investments in Online Learning Validate Robust Growth Outlook, Raise FV to US$48.2 (+29%)
Baidu-backed online education startup, Zuoyebang, just raised US$750mn in its Series E giving it a valuation north of US$6.5bn. This happened just...
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JD.Com. Exposure Hits New Highs, but EM Allocations Not Fully Deployed.
Ownership levels in JD.com have increased aggressively among active EM managers over the past 6-months. Investor sentiment is among the most...
540 Views