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New Oriental Newsroom
Shares of Companies Within the Broader Consumer Discretionary Sector Are Trading Lower Amid Overall Market Weakness Due to a Rise in Yields.
Goldman Sachs: Valuations tend towards reasonable levels, growth prospects are strong, maintaining "Buy" ratings for New Oriental (EDU.US) and TAL Education (TAL.US).
Goldman Sachs expressed an optimistic outlook for the performance of China's education industry giants New Oriental and TAL Education in 2025, citing more reasonable valuations and still strong growth prospects.
Goldman Sachs lowered the Target Price for New Oriental (09901.HK) and TAL Education (TAL.US), maintaining a 'Buy' rating as the valuation becomes more reasonable while the growth outlook remains strong.
Goldman Sachs released a Research Report indicating that, after experiencing relatively disappointing stock price performance last year, it holds an optimistic view on this year's two leading companies in the Education industry in China, NEW ORIENTAL-S (09901.HK) and TAL Education (TAL.US), describing their valuations as more reasonable and their growth outlook still strong. Goldman Sachs stated that these two educational leaders represent a market that remains very fragmented under a stable regulatory environment, with domestic Consumer demand maintaining resilience; benefiting from the maturity of learning centers and operational leverage, the trajectory of profit margin expansion is clear, and for TAL Education, the revenue recognition from deferred income for content solutions is increasing, driving growth for both companies.
U.S. stocks fluctuating | New Oriental pre-market down 1.2%, institutions expect second fiscal quarter profit growth to be dragged down by the e-commerce business.
On January 8, Gelonghui reported that New Oriental (EDU.US) fell 1.2% pre-market to $62.7. In terms of news, SWHY released a Research Report indicating that New Oriental's revenue in the second quarter of the 2025 fiscal year is expected to be $0.993 billion, a year-on-year increase of 14.2%. The Non-GAAP net income attributed to the parent company is projected to be $0.053 billion, a slight year-on-year increase of 4.7%, with profit growth being affected by a decline in e-commerce business sales compared to last year. The firm noted that as the company's e-commerce business continues to decrease in proportion, the disturbance to income and profit will significantly reduce. It is expected that the market will focus on the core Education business, which is currently experiencing high growth and capacity expansion.
Morgan Stanley's investment rating and target price for Chinese Network Technology stocks (table)
Morgan Stanley released a report stating that it has updated the investment ratings and Target Prices for Chinese Network Technology stocks: Stock │ Investment Rating │ Target Price Tencent (00700.HK) │ Shareholding │ HKD 570 Trip.com (TCOM.US) │ Shareholding │ USD 81 MEITUAN-W (03690.HK) │ Shareholding │ HKD 200 TONGCHENGTRAVEL (00780.HK) │ Shareholding │ HKD 25 NetEase (NTES.US) │ Shareholding │ USD 108 Full Truck (YMM.US) │ Shareholding │ USD 10 New Oriental (EDU.US) │ Shareholding │ USD 83 PDD Holdings
[Brokerage Focus] SWHY maintains Buy rating on New Oriental (09901) but points out that profit growth is hindered by a decline in e-commerce Business sales.
Jingu Financial News | SWHY issued a research report stating that New Oriental (09901) is expected to generate 0.993 billion USD in revenue for the second quarter of fiscal year 2025 (2QFY25, September 2024 - November 2024), representing a year-on-year increase of 14.2%, with a Non-GAAP net income attributable to shareholders of 0.053 billion USD, reflecting a slight year-on-year growth of 4.7%. The high revenue growth is driven by the continued expansion of the Education business. However, profit growth is hindered by a year-on-year decline in e-commerce sales. The bank expects that the rapid growth of character education and training will drive a year-on-year increase of 28% in 2Q Education business income to 0.872 billion USD. The bank anticipates that non-academic character education and training will see growth throughout the year.
NEW ORIENTAL-S (09901.HK): Continuous expansion of outlets, waiting for the acceleration of Education Business growth.
Investment highlights: We expect New Oriental's revenue for the second quarter of fiscal year 2025 (2QFY25, from September 2024 to November 2024) to reach $0.993 billion, a year-on-year increase of 14.2%, with a Non-GAAP net income attributable to the parent of 0.
NEW ORIENTAL-S: DATE OF BOARD MEETING
Unusual Options Activity: LYV, COF and Others Attract Market Bets, LYV V/OI Ratio Reaches 181.8
EST Jan 6th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
After the USD dropped over 1%, it rebounded, and Trump denied the report of "tariff reduction."
Reports indicate that a tariff plan studied by Trump’s aides will target all countries but only cover key imported commodities, yet Trump denied on Social Media that the tariff policy would be reduced.
Express News | Trump: Reports regarding the imposition of general tariffs on key imported Commodities are inaccurate.
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
New Oriental to Report Second Quarter 2025 Financial Results on January 21, 2025
Bullish news is here! The central bank and the securities regulatory commission jointly announced that the second swap convenience will be operated starting today, with an expected operation amount of no less than 50 billion yuan.
It is understood that 20 securities and Fund companies participated in the first operation, and the second operation will add more securities and Fund companies as well as five leading Insurance Institutions, with an expected second operation volume of no less than 50 billion yuan.
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.
Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?
U.S. stocks closed higher | The three major Indexes collectively rose, with the Nasdaq increasing by nearly 1%; chip stocks surged, with Broadcom and Taiwan Semiconductor rising over 5%, and NVIDIA increasing nearly 4%.
① The Nasdaq China Golden Dragon Index rose by 0.91%; ② The PHLX Semiconductor Index rose by over 3%; ③ MicroStrategy purchased 5,262 Bitcoins; ④ The suspect in the UnitedHealth executive's murder case pleaded not guilty.
Hong Kong stock market morning report for December 24: The three major U.S. Indexes closed higher, and HKEX will have a half-day trading session due to Christmas.
① Consumer confidence in the USA has declined for the first time in three months. ② The three major US stock indices collectively closed higher on Monday, with most China Concept Stocks showing strength. ③ Musk criticized the Federal Reserve, claiming there are absurdly many employees under Powell. ④ The NASDAQ 100 Index is rebalanced, with the weight of Tesla, Meta, and Broadcom decreasing. ⑤ HKEX will have a half-day Trade session on Christmas Eve.
Daiwa's investment rating and Target Price for Network Technology (table).
Daiwa has released a research report, listing the investment ratings and target prices for Network Technology stocks as follows: Stock | Investment Rating | Target Price (HKD) Alibaba-W (09988.HK) | Buy | 140 HKD Baidu-SW (09888.HK) | Buy | 115 HKD Bilibili-W (09626.HK) | Buy | 225 HKD Full Truck Alliance (YMM.US) | Buy | 12 USD JD.com-SW (09618.HK) | Buy | 200 HKD KE Holdings-W (02423.HK) | Buy | 76 HKD
The Dow barely ended its longest continuous decline in 50 years, Micron fell by 16%, the US dollar reached a two-year high again, and US bonds, oil, and Bitcoin all dropped.
U.S. stock market's other Indexes turned down towards the end, Tesla rose by nearly 4% before closing down, NVIDIA reached a high of 4%, and Micron Technology had its steepest decline in five years. The yield on the 10-year U.S. Treasury bonds briefly increased by nearly 10 basis points approaching 4.60%, close to a seven-month high, while short-term bond yields fell, with the 2/10-year yield spread at its widest in two and a half years. The Bank of England held rates steady, but more officials supported a rate cut, leading to a decline in the British Pound. The Governor of the Bank of Japan suppressed interest rate hike expectations, causing the yen to fall towards 158, and the offshore renminbi briefly dropped below 7.32 yuan to its lowest in 15 months. Bitcoin fell by 5%, approaching $0.096 million. Spot Gold rose by 1.6% before narrowing back below $2,600, while the futures silver fell by 5%, and U.S. crude oil fell below $70.