New Oriental (EDU): Operating Profits Up 54%, as a Main Competitor Goes Bankrupt
EDU’s operating profits grew by 54% YoY (Exhibit 1) and net profits grew by 70% YoY in the August quarter. WEBi English, an important competitor...
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Youdao IPO: Valuation Calls for a Compulsory Re-Education
Youdao (DAO US) is the online learning unit of Netease Inc (Adr) (NTES US), a 66% shareholder. Youdao has launched its IPO at an indicative price...
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Youdao, Inc (有道) IPO Review - Expensive Valuation but Tiny Float + Good Sentiment Could Mean a Pop
Youdao (DAO US), a subsidiary of Netease Inc (Adr) (NTES US), is looking to raise up to US$100m in its IPO. Out of which, the company's CEO,...
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Last Week on China Internet (14 Oct 2019): Richest Chinese and Forbes Top Digital Companies
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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TAL Education (TAL): GEM/Asia Ex-Japan Positioning Update
In light of Ming LU's insight piece on TAL Education (TAL US) entitled TAL Education (TAL): Has Won Summer Marketing for Last Opportunity on...
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