reports
- Jin Yoon
Tal Education Group: 2 directors
Two Directors at Tal Education Group sold 1,545,087 shares at 14.920USD. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
- Jin Yoon
EDU 2QFY24 Results: Business Remains Resilient
What's new: New Oriental’s reported 2QFY24 results beat consensus and our expectations. Guidance could be conservative as overall business remains resilient. Margins could trend better amid better utilization rate, lower fixed cost, and continued cost control measures. We increase our PT from USD65 to USD80 (2.4x FY24E EV/Rev) due to better FY24 outlook. We maintain our Neutral rating. Analysts: Jin Yoon
- Jin Yoon
EDU 1QFY24 Results: Raising FY24 Outlook
What's new: New Oriental’s reported 1QFY24 results beat consensus and our expectations. Guidance reflects a deceleration in top-line growth partly due to tougher comps and low seasonality in some of the key segments such as high-school tutoring. Margins could trend better amid continued cost control measures. We increase our PT from USD50 to USD65 (2.0x FY24E EV/Rev) due to better FY24 outlook. We maintain our Neutral rating. Analysts: Jin Yoon
- Jin Yoon
EDU 4QFY23 Results: Demand Remains Resilient
What's new: New Oriental’s reported 4QFY23 top-line results beat consensus and our expectations. Guidance reflects a strong momentum heading into summer months, while margins could trend better amid continued cost control measures. We increase our PT from USD38 to USD50 (1.4x FY24E EV/Rev) due to better outlook. We maintain our Neutral rating. Analysts: Jin Yoon
- Jin Yoon
EDU 3QFY23 Results: Improving Business Outlook
What's new: New Oriental’s reported 3QFY23 results were above consensus and our expectations. Guidance reflects a strong recovery across business segments, while margins could continue to trend better amid continued cost control measures. We maintain our PT at USD38 and maintain our Neutral rating. Analysts: Jin Yoon
Swedish Match AB: 1 director
A director at Swedish Match AB sold 37,500 shares at 116.000SEK and the significance rating of the trade was 87/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Jin Yoon
New Street: EDU 1QFY23 Results - Guidance Above Expectations
What's new: New Oriental’s reported 1QFY23 results came in above consensus estimates and our expectations. Guidance reflects continued recovery in the business as restructuring post Double Reduction Policy has been largely completed. We maintain our PT at USD27 and maintain our Neutral rating. Analysts: Jin Yoon
- Jin Yoon
New Street: EDU 4QFY22 Results - Expect Profitability by FY23
What's new: New Oriental’s reported 4QFY22 results came in below consensus estimates. Guidance reflects continued turnaround of the overall business, including a return to profitability in FY23 post-Double Reduction Policy. We lower our PT to USD27 and downgrade shares of EDU from Buy to Neutral. While guidance could be conservative, revenue channels post Double Reduction Policy remains limited as we wait to get more clarity on the e-commerce live streaming segment. Our new PT of USD27 implies a...
- Jin Yoon
KOBE BUSSAN suffers a double requalification, which weighs heavily on ...
The independent financial analyst theScreener just downgraded the general evaluation of KOBE BUSSAN (JP), active in the Food Retailers & Wholesalers industry. As regards its fundamental valuation, the title loses a star(s) and now shows 0 out of 4 stars. Its market behaviour is also negatively reassessed and may be considered as moderately risky. theScreener believes that this double requalification keeps the title under pressure and justifies an overall rating downgrade to Neutral. As of the an...
Thanks to a better fundamental star rating, TAL EDUCATION GROUP sees a...
The independent financial analyst theScreener just awarded an improved star rating to TAL EDUCATION GROUP (US), active in the Personal Products & Services industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date March 25, ...
CLICKS GROUP sees a downgrade to Neutral on account of less fundamenta...
The independent financial analyst theScreener just lowered the general evaluation of CLICKS GROUP (ZA), active in the Drug Retailers industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date February 11, 2022, the closing price was ZAR 296.16 and its target p...
With a more favourable environment, SERIA improves to Slightly Positiv...
SERIA (JP), a company active in the Broadline Retailers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 1 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date January 21, 2022, the closing price was JPY 2,894.00 and its potential was es...
NEW ORIENTAL EDUCAT sees a downgrade to Negative on account of less fu...
The independent financial analyst theScreener just lowered the general evaluation of NEW ORIENTAL EDUCAT (US), active in the Business Support Services industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date December 3, 2021, the closing price was USD 1.87 and ...
Jiangxi Zhengbang Technology Co. Ltd: 1 director
A director at Jiangxi Zhengbang Technology Co. Ltd sold 733,900 shares at 10.060CNY and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...
- Fredrik Ivarsson
- Johan Brown
- Fredrik Ivarsson
- Johan Brown
- Fredrik Ivarsson
- Johan Brown
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