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Thinkpal Learning Tablet From Think Academy Wins TechRadar Pro Picks and Trusted Reviews Best in Show Awards at CES 2025
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.
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