Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

Four education companies that were listed between January to April this year announced that they have been included in several Hang Seng family of indices (see table below). These stocks rose between 2.5% to 6.2% intraday.<ul>
<li>The significance is not so much their inclusion within Hang Seng indices, but the fact that these stocks are selected means that they are HK-connect eligible (ie. becoming eligible for south-bound monies). </li>
<li>For example, <a href="https://www.smartkarma.com/entities/23624" target="_blank" data-smartkarma-citation="entities:23624:1">Minsheng Education Group (1569 HK)</a> (MSE) is mainly owned by…</li>
</ul>

Four education companies that were listed between January to April this year announced that they have been included in several Hang Seng family of indices (see table below). These stocks rose between 2.5% to 6.2% intraday.
The significance is not so much their inclusion within Hang Seng indices, but the fact that these stocks are selected means that they are HK-connect eligible (ie. becoming eligible for south-bound monies). 
For example, Minsheng Education Group (1569 HK) (MSE) is mainly owned by…


Inclusion in Hang Seng Family of Indexes Boosts Newly-Listed Education Stocks – Top Pick 2001 HK

During the Internet Of Things (IoT) Asia 2017 conference, Singapore's minister-in-charge of the Smart Nation Initiative, Dr Vivian Balakrishnan, answered a question on whether governments should provide some sort of Universal Basic Income (UBI) for workers and whether we could tax robots, as suggested by Bill Gates. (<a href="http://www.businessinsider.com/bill-gates-robot-tax-brighter-future-2017-3?IR=T&amp;r=US&amp;IR=T" target="_blank">Business Insider</a>)He is not supportive of UBI, but proposed that governments should provide Universal Basic digital Literacy instead.With the ongoing disruption of white-collar jobs…

During the Internet Of Things (IoT) Asia 2017 conference, Singapore's minister-in-charge of the Smart Nation Initiative, Dr Vivian Balakrishnan, answered a question on whether governments should provide some sort of Universal Basic Income (UBI) for workers and whether we could tax robots, as suggested by Bill Gates. (Business Insider)He is not supportive of UBI, but proposed that governments should provide Universal Basic digital Literacy instead.With the ongoing disruption of white-collar jobs…

Universal Basic Literacy, Not Universal Basic Income the Way for Singapore

In the recent release of The Committee On Future Economy (CFE) Report, the Singapore government brought up a few key trends that are affecting Singapore's economy, in particular: i) subdued global growth to continue in the next few years ii) rapid technological changes that can give way to new global value chains and production patterns  iii) Political uncertainties with the rising support for protectionism Below is the summary of seven key strategies presented by the Committee:1. Deepen and…

In the recent release of The Committee On Future Economy (CFE) Report, the Singapore government brought up a few key trends that are affecting Singapore's economy, in particular: i) subdued global growth to continue in the next few years ii) rapid technological changes that can give way to new global value chains and production patterns  iii) Political uncertainties with the rising support for protectionism  Below is the summary of seven key strategies presented by the Committee:1. Deepen and…

Singapore: Top Ten Words in CFE Report Highlight the Future of Education

Chairman, sgtradex

Tan Chin-Hwee

Chairman

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/019/992/original/Pisatest.jpg?1485928080" class="editor-image img-responsive" data-smartkarma-image-id="19992"></figure><div class="content-caption">By Theo Müller - Own work, <a href="https://commons.wikimedia.org/w/index.php?curid=837159" target="_blank">CC BY-SA 2.5</a>
</div>I was excited to read about Singapore's top ranking in the Pisa (<a href="https://en.wikipedia.org/wiki/Programme_for_International_Student_Assessment" target="_blank">Programme for International Student Assessment</a>) tests and the perfect score of our IB (International Baccalaureate) achievers.We should be proud of what we have achieved in such a short time as a country. Our position among the best today in educational terms is the result of the hard work and leadership of the Singapore Government and teachers. There are not many things from Singapore that…

By Theo Müller - Own work, CC BY-SA 2.5
I was excited to read about Singapore's top ranking in the Pisa (Programme for International Student Assessment) tests and the perfect score of our IB (International Baccalaureate) achievers.We should be proud of what we have achieved in such a short time as a country. Our position among the best today in educational terms is the result of the hard work and leadership of the Singapore Government and teachers. There are not many things from Singapore that…

Singapore's Education System Must Embrace the Frontier Beyond Academic Achievement

Equity Bottom-Up

<ul>
<li>Towards end November, we wrote that the sell-down in China's education sector shares was unwarranted and recommended taking positions in China's education operators (esp the HK-listed ones), given their exposure to the strong growth in education spending within China. See <a href="https://www.smartkarma.com/insights/china-s-ban-on-for-profit-schools-provides-attractive-entry-into-sector" target="_blank" data-smartkarma-citation="insights:7300">China’s Ban on For-Profit Schools Provides Attractive Entry into Sector</a>
</li>
<li>Virscend Education Co (VEC, 1565 HK) rose by ~ 28% from HKD 3.00, while China Maple Leaf Education (CMLES, 1317 HK) rose by approximately ~15% before giving…</li>
</ul>


Towards end November, we wrote that the sell-down in China's education sector shares was unwarranted and recommended taking positions in China's education operators (esp the HK-listed ones), given their exposure to the strong growth in education spending within China. See China’s Ban on For-Profit Schools Provides Attractive Entry into Sector

Virscend Education Co (VEC, 1565 HK) rose by ~ 28% from HKD 3.00, while China Maple Leaf Education (CMLES, 1317 HK) rose by approximately ~15% before giving…


Take Profit on Virscend Edu (Up 28%), Keep CMLES (Up 9%)

Singapore

Overseas Education Limited is a private foreign school system in Singapore offering the K-12 IB curriculum. The Company provides a globalised multi-cultural environment to children aged between 3 and 18 years.

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Overseas Education (OEL SP)

Inclusion in Hang Seng Family of Indexes Boosts Newly-Listed Education Stocks – Top Pick 2001 HK

Four education companies that were listed between January to April this year announced that they have been included in several Hang Seng family of...

Valerie Law, CFA

Universal Basic Literacy, Not Universal Basic Income the Way for Singapore

During the Internet Of Things (IoT) Asia 2017 conference, Singapore's minister-in-charge of the Smart Nation Initiative, Dr Vivian...

Valerie Law, CFA

Singapore: Top Ten Words in CFE Report Highlight the Future of Education

In the recent release of The Committee On Future Economy (CFE) Report, the Singapore government brought up a few key trends that are affecting...

Valerie Law, CFA

Singapore's Education System Must Embrace the Frontier Beyond Academic Achievement

I was excited to read about Singapore's top ranking in the Pisa (Programme for International Student Assessment) tests and the perfect score of our...

Tan Chin-Hwee

Take Profit on Virscend Edu (Up 28%), Keep CMLES (Up 9%)

Towards end November, we wrote that the sell-down in China's education sector shares was unwarranted and recommended taking positions in China's...

Valerie Law, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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