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New Oriental Newsroom
New Oriental Education & Technology's Growth Outlook Likely Unchanged -- Market Talk
New Oriental Education & Technology's H-Shares Target Price Lowered to HK$67.00 From HK$70.00 by Daiwa Capital Markets>9901.HK
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
Morgan Stanley Maintains New Oriental(EDU.US) With Buy Rating, Cuts Target Price to $83
US stock market anomaly | New Oriental pre-market fell more than 3%, hong kong stock sank more than 7% today, hitting new lows in the stage.
格隆汇 14th November｜Hong Kong-listed New Oriental continues to fall by over 7% today, hitting new lows, leading to a 3.12% pre-market trading drop in New Oriental (EDU.US) on the US stock market. Bocom Intl previously released research reports stating the downgrade of New Oriental H shares target price to 75 Hong Kong dollars, maintaining a "buy" rating. The bank believes that the short-term overall performance growth of the company will still be affected by the uncertainties of the East Buy business. (Gelonghui)
Hong Kong stocks morning report on November 14: real estate welcomes a large financial and tax package while most china concept stocks declined.
① The USA's CPI in October rose by 2.6% year-on-year, in line with market expectations. ② The three major US stock indexes had mixed results, with most china concept stocks declining. ③ The real estate sector is welcoming a financial and tax boost, with both deed tax and value-added tax decreasing. ④ The newly elected president of the USA, Trump, has nominated several people for important positions. ⑤ The usd hit a one-year high. ⑥ After bitcoin surged past 0.093 million dollars to reach a new high, it subsequently turned downward.
US stocks close: Inflation report eases market concerns, with mixed performances in the three major stock indexes. The Chinese concept stock index fell by 1%.
① Most china concept stocks declined, the nasdaq china golden dragon index fell by 1.09%; ② AMD will cut about 4% of its global workforce; ③ The low-cost aviation spirit airlines is on the verge of bankruptcy; ④ The likelihood of the Federal Reserve cutting interest rates by 25 basis points in the December meeting exceeds 82%.
Futu Morning Post | Fed 'hawkish': interest rate cuts will only stop in December if unexpected inflation appears; Blue chips party night! Shopify soared more than 21%, sea rose more than 10%, stock prices hit a new two-and-a-half-year high.
The Federal Reserve: The one-year inflation expectation for October in the usa fell to a four-year low, Netflix rose nearly 2% to hit a record high, with 70 million monthly active users on the ad-supported subscription plan, labor market expectations are improving.
US stocks closed: 'Trump trade' cools down, with all three major indexes falling collectively. Chinese concept stocks plummeted more than 4%.
1. The shares of China concept stocks are generally falling, with the Nasdaq Golden Dragon Index in China falling by 4.45%; 2. Waymo is opening up its self-driving taxi services to all users in Los Angeles; 3. Apple is expected to launch AI-based smart home devices in March at the earliest; 4. Volkswagen will invest up to $5.8 billion in Rivian and its joint ventures.
Return Trends At New Oriental Education & Technology Group (NYSE:EDU) Aren't Appealing
Citi Initiates New Oriental(EDU.US) With Buy Rating, Announces Target Price $83
10 trillion debt-for-equity swap, real estate tax policies will be introduced in the near future... One article to understand the NPC press conference
Starting from 2024, China will allocate 800 billion yuan from the annual increase in local government special bonds for five consecutive years, specifically for debt restructuring, with a cumulative potential to replace 4 trillion yuan in hidden debt. In addition, with the 6 trillion yuan debt ceiling approved by the National People's Congress Standing Committee this time, it will directly increase local debt resources by 10 trillion yuan.
bocom intl: Maintains buy rating on new oriental-S(09901) with target price lowered to 75 Hong Kong dollars.
Bocom Intl maintains a 31% forecast for New Oriental's revenue growth in the 2025 fiscal year.
HK stocks are on the move | Education stocks are all rising, as the policy proposes expanding the supply of high-quality education resources. Private high schools are the first to benefit from the warming of HK stocks.
Education stocks are on the rise. As of the time of publication, China Edu Group (00839) rose by 5.65% to HK$5.05; Beststudy Edu (03978) rose by 5.12% to HK$3.08; New Oriental-S (09901) rose by 3.85% to HK$47.15; China East Edu (00667) rose by 3.33% to HK$3.1.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.
Express News | The nasdaq china golden dragon index fell more than 2% at the opening, with jinkosolar falling more than 12%, canadian solar falling 11%, bilibili falling 6.5%, xpeng falling more than 6%, new oriental falling 5.7%, and nio inc falling 5.68%.
Zheshang: Profit margin adjustment in the stage of K12 expansion, private high school benefits first from the warming of Hong Kong stocks.
Private high school sector is the first to benefit from the warming of Hong Kong stocks, as the Fed begins to cut interest rates and central bank policies stimulate. If Hong Kong stocks rebound as a whole, the historically undervalued high education and high dividend sector may perform relatively well.
New Oriental Education & Technology Group (9901.HK): The education business remains robust, with a continuing trend towards optimizing profit margins.
Based on the business data disclosed in the first quarter of the fiscal year 2025, we have adjusted the profit forecast and valuation of New Oriental. We believe that the short-term overall performance growth of the company will still be affected by the uncertainty of the East Buy business, but the education and cultural tourism business are still performing well.
How much has the education and training industry really recovered?
No more glory.
[Brokerage Focus] Huachuang Securities maintains a "buy" rating on New Oriental (09901), bullish on the long-term outlook of the education and training industry and the company's leading advantages.
Jingu financial news | Huachuang Securities issued a research report, New Oriental (09901) achieved total revenue of 1.435 billion US dollars in FY25Q1 (YOY +31%), Non-GAAP net income attributable to mother was 0.265 billion US dollars (YOY +40%). The company guides that FY25Q2 will achieve revenue (excluding selection) of 0.851-0.872 billion US dollars (YOY +25%-28%), mainly due to Q2 being the traditional off-season. The bank pointed out that the core education business of FY25Q1 (excluding selection) revenue increased by +33.5% year-on-year, at the upper end of the previous guidance range (YOY +31%-34%).