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New Oriental Newsroom
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%).
US stocks closed: All 'Seven Giants' suffered heavy losses, with the S&P and Nasdaq posting their largest declines in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China concept stock Jinlong Index fell by 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: the possibility of Super Micro Computer being suspended or delisted is increasing.
U.S. stocks closed | The three major indexes all fell, technology stocks weakened, super micro computers plummeted over 32%, AMD dropped over 10% after earnings; overall decline in Donald Trump concept stocks, DJT fell over 22%.
The economic data in the USA is mixed, with the market adjusting down significantly to expectations of a large interest rate cut by the European Central Bank and rate cuts by the United Kingdom in December. US stocks fell across the board, with the chip index dropping by over 3%, nvidia falling by over 3% at one point, Chinese concept stocks dropping by over 2% before halving the decline, and li auto inc turning upwards by nearly 2%.
Unusual Options Activity: GEHC, EDU and Others Attract Market Bets, GEHC V/OI Ratio Reaches 169.2
EST Oct 30th Afternoon Delivery - In the last two 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
[Brokerage Focus] Soochow maintains a 'buy' rating on New Oriental (09901), indicating that the expansion of OMO application scope is expected to drive profit margin improvement.
Jingu Daily News | Soochow Securities released research reports stating that New Oriental (09901) announced its FY2025Q1 (June to August 2024) quarterly performance. FY2025Q1 total revenue increased by 30.5% year-on-year to $1.44 billion; total revenue excluding East Buy and live e-commerce increased by 33.5% year-on-year to $1.28 billion, in line with performance guidance. Operating profit increased by 42.9% year-on-year to $0.29 billion; operating profit excluding East Buy and live e-commerce increased by 58.4% year-on-year to $0.3 billion, with operating profit margin rising by 3.7 percentage points to 23.7%. The bank stated
U.S. stocks close | The three major indexes are mixed, with the Nasdaq hitting a new high for the fourth consecutive rise; chip stocks are strong, AMD closed up 4% but fell over 7% after hours due to poor guidance; cryptos concept stocks are rising.
The USA economy is mixed, with consumer confidence increasing but job vacancies hitting a three-and-a-half-year low. The Dow Jones and small cap stocks fell, while the S&P and Nasdaq turned higher. The chip index rose by more than 2%, while the Chinese concept index turned down by over 1%. Trump's media fluctuations have repeatedly caused trading to be suspended.
US stocks closed: Nasdaq rose for the fourth consecutive time to a new high. The seven giants and chip stocks strengthened overall.
①Nasdaq China Golden Dragon Index fell by 1.44%; ②Google's quarterly revenue and EPS both exceeded expectations; ③Musk: It is expected that the number of robots will exceed humans by 2040; ④OpenAI reportedly plans to collaborate with Broadcom and Taiwan Semiconductor to jointly develop self-designed chips.
New Oriental-S (09901.HK) FY2025 Q1 earnings review: core business revenue meets expectations, bullish on long-term improvement in profit margins.
Event: The company released the FY2025Q1 (i.e. June to August 2024) quarterly performance. FY2025Q1 total revenue increased by 30.5% year-on-year to $1.44 billion; total revenue excluding east buy and live e-commerce.
Hong Kong Stock Exchange will launch a series of virtual asset index products, with institutions under Fidelity Investments increasing their shareholding in China Life Insurance listed in Hong Kong.
1. Hong Kong Exchanges and Clearing will launch a series of virtual asset indices 2. Fidelity Investments subsidiary FMR increases shareholding in China Life Insurance's H shares 3. Profits of state-owned enterprises in the first 9 months decreased by about 2% 4. China Southern Airlines' profits increased by nearly 50% during the year
US stocks closed | The three major indices collectively rose, with the China Golden Dragon Index leading the large cap with a rise of over 4%; Bitcoin returned to $0.07 million, and crypto concept stocks strengthened; Donald Trump concept stock DJT surged
Small cap stocks rose 1.7% to lead the way, Nasdaq approaching its all-time high, tesla reversed down by 2.5%, nvidia fell by 1% at one point, nio inc surged over 10%, North American uranium mines and nuclear energy concept stocks rose together, Altman-backed Oklo surged over 28% to a new high.