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New Oriental Education & Technology Group Inc. (EDU)

NYSE - Nasdaq Echtzeitpreis. Währung in USD
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11,32+0,23 (+2,12%)
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  • h
    hzu gtr
    $TAL conversation
    "Over the next two years, China plans to give more than 35 million chances for vocational skill training and raise enrolment in vocational institutions by two million. It also plans to provide 75 million vocational training seats over the following five years, up to 2025."

    $EDU $XUE $TAL

    How will the Education market perform after the new vocational education law is released?
  • K
    Kay
    $EDU model coming
    Full cash
    High book value
    Dumped in $1 range
    RS possible!!!
  • a
    adam
    $EDU China promotes tech-related vocational education in new law amendment. Mark May on your calendars! 👀
  • G
    G
    $GOTU conversation
    $GOTU In my opinion China state fund should buy 20%-30% of $GOTU and provide it with major stimulus. Then $GOTU $TAL $EDU CEO's should agree to merger with GOTU as the main company to short squeeze the entire stock market. #VWvibes
  • r
    ranalytica
    $CRBU conversation
    If Putin is remove from office this weekend. I feel sorry for the people who sold. We already know his days are number in office. I'm not talking about months or years. We are talking about days or weeks... Good luck people... LONG $CRBU, $TIGR, $TDOC, $ME, $EDU, $PLTR, $BNGO, $TSLA,
  • H
    HugeSuccess
    $CPOP conversation
    $GOTU $TAL $EDU $DOYU $CPOP $FUTU $TIGR $DIDI $MOMO $HUYA $BABA $DADA $TUYA $IQ
  • S
    Sam T
    $EDU conversation
    Hard to see the Chinese government totally burning this one down to ashes. There might be more pain to come (as is the case for all Chinese stocks at the moment), and the bottom might be much lower than expected. But at the end of the day, this is a household name in China with a proven brand name and a ton of assets. Even if the negative EV play doesn’t play out, they can still use the cash to successfully pivot, and the presence of an EDU senior management member at the regulatory board is quite reassuring. Although the government apparently “does not care” about US shareholders, they have no geopolitical interest in preventing their industries from shining internationally over the long term. Besides, $EDU has to be the best ticker out there when it comes to, well, education… In my opinion more pain to come but if they pivot successfully, I like this play better than weekly OTM calls on any tech stock. (Obviously NOT financial advice)
  • D
    Daryl
    $TAL conversation
    $TAL $EDU $DAO $YQ $GOTU
    Monday was a great day in HK for education stocks, we are on are way to the below statement. Good luck to all Longs
    "BEIJING — Beaten-down Chinese education stocks can recover by double-digits as the industry shifts to businesses like vocational training following this summer’s regulatory crackdown, Morgan Stanley analysts said."
  • H
    HappyRetirement
    $TAL conversation
    Hold on to your TAL and EDU shares:

    Shi expects a “massive amount of bankruptcies” among smaller after-school tutoring companies as a result of the new rules. The exit of 70% of such firms, which currently meet about 70% of market demand, would consolidate the industry in favor TAL and New Oriental, he wrote in the emailed commentary. New venture capital-backed competitors will also change their business scope and exit, he added, citing Yuanfudao and Zuoyebang as examples.

    Online tutoring leader TAL, in particular, will report “very strong net profit growth” from now on, Shi wrote. There is “hard demand” for after-school tutoring, he said. “This policy has created the perfect competitive landscape for TAL and EDU to further grow.”

    $TAL $EDU
  • A
    Ali
    $EDU conversation
    $EDU and $TAL Couple reasons these are going higher...
    1-Potential regulations impact K-9, leaving out college/secondary edu and adult.
    2-Chinese and most Asians/Middle Easterners are big on edu, so I see this as an overreaction. Remember supply and demand. There is enormous demand.
    3-With smaller companies closing, it makes life for bigger ones like these easier. Less competition like what COVID did to mom and pop restaurants and retailers in the US

    My 2 cents. Best of luck trading.
  • D
    Daryl
    $TAL conversation
    $TAL $EDU $DAO $YQ $GOTU
    Just remember this fact. "Economic fundamentals have not changed and the market will stabilize at any moment," Good luck to all Longs
    "In a front-page editorial Wednesday, the Securities Times said the recent slump "to some extent reflects misinterpretation of policies and a venting of emotion.""
    "It added that "Economic fundamentals have not changed and the market will stabilize at any moment," according to Bloomberg and Reuters. Other securities dailies echoed those comments."
  • P
    Patience is Art
    $EDU conversation
    $GOTU, $EDU, $TAL
    Should you buy Chinese stocks amid the government crackdown?
    https://www.youtube.com/watch?v=0oWj7BqcwbM

    I don't think the Chinese crackdown is as serious as many think. Tiger moms are very creative. I remember when the Korean gov tried something similar years ago and they failed...

    $GOTU 52 Week Range 2.4000 - 149.0500
    $EDU 52 Week Range 1.9400 - 19.9740
    $TAL 52 Week Range 4.03 - 90.96
    Should you buy Chinese stocks amid the government crackdown?
    www.youtube.com
  • H
    HappyRetirement
    $EDU conversation
    Bloomberg article "China Bans For-Profit School Tutoring in Sweeping Overhaul" is very misleading.

    Actually Chinese government only requires 1-9 grade tutoring register as non profit (as 1-9 grade is compulsory education). Kintergarden and 10-12 grade (high school) tutoring can still be registered as for profit.

    That's a big difference.

    $TAL $EDU $GOTU
  • F
    Fair
    $TAL conversation
    Wait a minute: The government practically killed off all future competitors as well as the current small competitors by disallowing fundraising. While $TAL and $EDU suffered 50%+ loss in their normal businesses, they also now have the field practically to themselves without having to burn cash to fend off numerous new entrants armed by other big money capitalists. $TAL and $EDU can now make money more easily in the areas they're still allowed to profit (non-school subjects + everything high school and above, which are still very serious and important business), and they can benefit from their dominant positions when entering new educational fields that are not regulated. Given the drop of 94% for $TAL and 89% for $EDU from ATH, the punishment was overly severely for the amount of revenue lost, and not counting a better road to profitability with less competition and better inroads for future endeavors of these dominant companies.
  • D
    Daryl
    $GOTU conversation
    $TAL $EDU $DAO $YQ $GOTU
    Just remember this statement friends. Good luck to all Longs
    "BEIJING — Beaten-down Chinese education stocks can recover by double-digits as the industry shifts to businesses like vocational training following this summer’s regulatory crackdown, Morgan Stanley analysts said."
  • D
    Daryl
    $EDU conversation
    $TAL $EDU $DAO $YQ $GOTU
    The sentence below from todays Bloomberg News, is going to Crush Shorts on Monday. Good luck to all Longs
    "The new regulations are focused on compulsory subjects, meaning critical material like math, science and history. Classes for art or music mostly would not fall under the new restrictions."
  • F
    Fair
    $EDU conversation
    $EDU rising 9%+ in HK, and thanks to China's SEC hosting emergency meeting to calm investors, HangSeng rose 2.7% and Chinese indices all rose 1-2% so far. Tomorrow likely another good day for Chinese stocks including $EDU, $TAL, $BABA, $BIDU, $PDD, $DIDI, $LKNCY, $DAO and many more.
  • P
    Patience is Art
    $GOTU conversation
    The current CCP regulation affects up to their (e.g., $GOTU, $EDU, $TAL etc.) K-9 business only right? It is not clear when this would take effect. Maybe 2022 or later?

    I think CCP regulation will scare off potential future competition. This might created a business moat. A business moat is a key competitive advantage that sets a company apart from its competitors.

    CCP knows that tutoring is key for China's future success. Korea, Taiwan, HK, and Japan invest heavily in their kids' tutoring. Guess what these countries are leading in math etc.

    $GOTU, $EDU, and $TAL report starting next week right? They sure will provide more clarity. Maybe this is a buy on the news opportunity?

    $GOTU 52 Week Range 2.4000 - 149.0500
    $EDU 52 Week Range 1.9400 - 19.9740
    $TAL 52 Week Range 4.03 - 90.96

    GLTA
  • R
    Robert
    $HEXO conversation
    exactly when a stock drops 50-70% in one or two weeks it's time to buy. $GOTU, $TAL, $EDU all china stocks hit hard fell from 150 to 2.50. Now they will rebound to $20
  • J
    Jack Ma Jr
    $TAL conversation
    $TAL $EDU $DAO $YQ $GOTU
    There should be a nice bounce on Monday, because a lot of people will FOMO in when price is up.

    However:
    I talked with my partner about the education companies (thought there was an opportunity), but informed me China basically wants to remove the after school education and only let children go to normal school, to save burden for parents who might want to have 3 children (which is possible now) from paying too much. China wants families to increase in size to tackle the problem of an aging society.