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New Oriental Education Charging Ahead Despite Pandemic

April 30th, 2020 · Comments Off on New Oriental Education Charging Ahead Despite Pandemic

While the company is suffering from the pandemic and the economic fallout, it keeps on investing and can easily afford to do so. This is likely to lead to market share gains as smaller competitors are less well positioned in this environment and can’t keep up or might even go out of business. Hence, the […]

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Tags: EDU

New Oriental Education Profits Jump On Tremendous Leverage

February 14th, 2020 · Comments Off on New Oriental Education Profits Jump On Tremendous Leverage

The company seems set for 20%-30% growth for some time to come as it is taking market share from smaller players. The company is enjoying a leverage bonanza and management argues there is more to come while cash is already pouring in. The only cloud on the horizon is the coronavirus outbreak, which is likely […]

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Tags: EDU

New Oriental Education & Technology Group Is Nailing It

January 28th, 2019 · Comments Off on New Oriental Education & Technology Group Is Nailing It

Growth is re-accelerating and the company is solidifying its leading position, although at the cost of some short-term margin compression. Margins will likely expand again when investments slow and leverage, especially from its online business, materializes. The share price has recovered a lot in a month, some consolidation seems near. Source: New Oriental Education & […]

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Tags: EDU