Shares of Companies Within the Broader Consumer Discretionary Sector Are Trading Lower Amid Overall Market Weakness Due to a Rise in Yields.

BenzingaJan 11 03:41

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.

Zhitong FinanceJan 10 19:19 · Ratings

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.

AASTOCKSJan 9 10:46

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.

Gelonghui FinanceJan 8 17:34

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

Futu NewsJan 7 05:30

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.

cls.cnJan 6 23:30