New Oriental-S (09901) Experienced a Large Sell-off with a Transaction Value of HK$17.53 Million

Summary

On September 22, 2025, a significant sell-off of New Oriental-S (09901) shares occurred, with 439,300 shares sold at HKD 39.9 each, totaling HKD 17.53 million. The company’s stock price fell by 2.73% on the same day, with a high of HKD 41.02 and a low of HKD 39.64.

Impact Analysis

So basically, this large sell-off in New Oriental-S shares is a red flag. The timing is curious, especially since the company recently issued a conservative revenue guidance for the first fiscal quarter, citing macroeconomic challenges and high base effects as reasons for the cautious outlook Zhitong. The sell-off could be a reaction to this guidance, suggesting that some investors are not convinced about the company’s near-term prospects. Interestingly, this comes after First Beijing Investment Limited recently increased its stake in the company, which might have initially boosted investor confidence Zhitong. The market might be missing the potential for a rebound in revenue growth in the second fiscal quarter, as some analysts have suggested Zhitong. However, the immediate sentiment seems bearish, and this could create a buying opportunity if the company’s fundamentals remain strong. Keep an eye on how the stock performs in the coming weeks and any further guidance from the company.