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1029 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. On October 28th, Eastern US time, the Federal Reserve began its two-day FOMC meeting, with the latest interest rate decision to be announced on the afternoon of the 29th local time (early morning of the 30th Beijing time). The market generally expects a 25 basis point rate cut, with the focus on whether the balance sheet reduction will end and the policy signals for December. Due to the government shutdown, the absence of key data such as employment, and significant internal disagreements on inflation risks and the pace of easing, some officials are concerned that a rate cut may exacerbate price pressures. 2. The spokesperson of the Ministry of Foreign Affairs announced: As agreed by both China and the US...

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BYD HK SDR 10to1

The meeting between China and the U.S. is approaching; focus on tonight's Federal Reserve interest rate decision | Today's Important News Recap

New Oriental

Conference Minutes

HIGH

300959

The following is a summary compiled by Dolphin Research regarding the FY26 Q1 earnings call minutes of $New Oriental EDU &amp; Tech(EDU.US). For an interpretation of the financial report, please refer to &#34;Guidance Stabilized, Returns Maximized, Can New Oriental's Faith Be Restored?&#34; 1. Review of Core Financial Data 1. Overall Revenue and Profit Net Income: Increased by 6.1% year-on-year. Operating Revenue: Reached $310.8 million, up 6% year-on-year. Non-GAAP Operating Revenue (excluding share-based compensation expenses and amortization of intangible assets from business acquisitions): Reached $335.5 million, up 11.3% year-on-year. Net Profit Attributable: $240.7 million...

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Ameriprise Financial

NextDecade

New Oriental (Minutes): Continue High Dividends and High Buybacks Next Year

Financial Analysis

$New Oriental EDU &amp; Tech(EDU.US) released its financial results for the first quarter of fiscal year 2026 before the U.S. stock market opened on October 28, Beijing time. This corresponds to the operating conditions during the peak summer season from June 2025 to August 2025 in the calendar year. A month before the earnings report, the company had already hinted at three marginal positives: 1) shareholder returns might increase; 2) the deterioration in the study abroad business was not as severe as the market expected, leading to a revenue growth rate of 5%, slightly exceeding the guidance (growth rate of 2-5%); 3) competition faced by K9 in some cities has eased, and growth is expected to pick up starting next quarter...

Guidance stabilized, returns maximized, can the faith in New Oriental be restored?

New Oriental FY1Q26 Quick Interpretation: Overall, the third-quarter report is basically in line with expectations, including the revenue guidance for the fourth quarter. The guidance for the full year 2026 remains unchanged (revenue growth of 5%-10%), but the trends in various segments show mixed performance: 1. The two main positives in this financial report (shareholder returns, study abroad business) were already disclosed a month earlier at the preview meeting, reflected in the 20% increase during this period. (1) Shareholder Returns: The &#34;dividend floor&#34; valuation that Dolphin Research has consistently mentioned has finally exceeded expectations. Last quarter, the company announced a new shareholder return plan to use 50% of the previous year's net profit for dividends or buybacks. In Q3, the company announced a plan for $190 million in dividends and $300 million in buybacks over the next year, totaling $490 million in shareholder returns. The payout ratio reached 130% of the net profit attributable to the parent company for 2025, far exceeding the minimum baseline of 50%. Based on the market capitalization of nearly $8 billion on the day of the preview, the return rate reached 6% (currently 5%), which is indeed a good investment return in a rate-cutting cycle. (2) Study Abroad Business: Due to geopolitical risks, study abroad is a business with cautious consensus expectations in the market, originally expected to decline by 5-10%. However, revenue in USD terms actually grew by 1-2% (1% for training, 2% for consulting). Even excluding the tailwind from USD depreciation, it shows a basically stable slight decline, which is much better than Dolphin Research's actual perception. However, the hidden concerns about studying abroad have not dissipated. The resilience in the third quarter may be due to the substitution effect from non-US regions. But this often exists in the short term, and in the medium to long term, it is still closely related to geopolitical situations, with no substantial turnaround currently. Therefore, it is especially important to pay attention to the management's quantitative guidance on operations during the conference call. 2. New business performed poorly this quarter: Year-on-year growth was only 15%, compared to over 30% last quarter. According to institutional research, intensified competition from local institutions in some cities has had a short-term impact. However, judging from the trend in the number of enrollments in non-academic courses and the number of learning device subscriptions (accelerating growth), the current performance should be temporary, and growth is expected to recover next quarter. For specific details and outlook, please refer to the conference call. 3. Continued strict control of costs and expenses: Core operating profit for the third quarter was $311 million, with an operating profit margin of 20.4%, flat year-on-year. From a Non-GAAP perspective excluding stock-based compensation, the profit margin improved by 1 point year-on-year. The company stated that it will continue to control costs to ensure profitability.

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1027 | Dolphin Research Focus: 🐬 Macro/Industry 1. On October 25-26 local time, China and the United States held economic and trade consultations in Kuala Lumpur. The two sides reached a preliminary consensus on properly addressing several important economic and trade issues of mutual concern, and the next step will be to go through their respective domestic approval procedures. The easing signals in China-US economic and trade relations help to restore market risk appetite, coupled with positive signals from macroeconomic data, leading to a collective surge in Hong Kong and A-shares today...

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Both Hong Kong and A-shares Rise; Meituan Officially Releases and Opens Source Its Video Generation Model | Today's Important News Recap

INTC

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0819 | Dolphin Research Key Focus: 🐬 Macro/Industry 🐬 Individual Stocks 1. $EAST BUY(01797.HK) Oriental Selection surged up to 23% intraday today, reaching a two-and-a-half-year high. After the 618 shopping festival, the company's self-operated SKUs increased to over 600, with repurchase rates for categories like sanitary napkins and pet food exceeding expectations. The proportion of self-operated products in GMV rose to 60%, validating the &#34;Oriental Sam's Club&#34; logic. However, the stock price then plummeted over 20% amid rumors that New Oriental Group CEO Chenggang Zhou (long-term partner of Minhong Yu) is suspected of embezzling listed company interests through related-party transactions...

Intel

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Why Did Oriental Selection's Stock Price Plummet Rapidly? SoftBank Invests $2 Billion in Intel | Today's Important News Recap

0414 | Dolphin Research focuses on: 🐬 Macro/Industry 1. Last Friday, the U.S. Customs and Border Protection, which is responsible for collecting tariffs, announced that a series of products would be excluded from the previously announced &#34;reciprocal tariffs,&#34; including communications equipment (smartphones), computers, semiconductor equipment, integrated circuit devices, etc. However, there was a reversal later when Trump claimed that he would soon announce semiconductor tariff rates. Although the tariff news is fluctuating, Asia-Pacific stock markets generally rose today. 2. First-quarter foreign trade data is out: Data released by the General Administration of Customs shows that China's exports in March increased by 12.4% year-on-year in U.S. dollar terms...

Tariffs swing wildly, Hong Kong and A-shares collectively close higher｜Today's important news recap

02097

0303 ｜Dolphin Research focuses on: 🐬 Macro/Industry 1. China's Caixin Manufacturing PMI for February is 50.8, up from 50.1, an increase of 0.7 percentage points from January, reaching a three-month high, indicating accelerated expansion in manufacturing production and business activities. 🐬 Individual stocks 1. $EAST BUY(01797.HK) Dongfang Zhenxuan rose nearly 9% today. The founder of Pang Donglai, Yu Donglai, the founder of New Oriental, Yu Minhong, and the founder of Wumart Group, Zhang Wenzhong, appeared in Xuchang Pang Donglai Angel City on the evening of the 25th to inspect the business format. Afterwards, Yu Minhong, chairman of Dongfang Zhenxuan, stated that he is &#34;open to cooperation with Pang Donglai&#34;...

MIXUE GROUP

City

"The Snow King" listed and soared, Li Auto i8 postponed to release in July | Today's important news review

East Selection Signs a Lease Agreement with CEO

Eastern Selection Appoints Sun Jin as New CEO, Shares Rise

Consumer Services Sector Rises Sharply, Duty-Free Shopping and Tourism Markets Perform Well

Oriental 甄选 Attempts to Open Offline Flagship Store for Survival

Eastern Selection Plans to Open Offline Stores

Dongfang Selection's stock price 震荡下行

Eastern Selection Hiring Store Manager for Beijing Flagship Store to Expand Offline Business

Oriental 甄选 Hiring Store Manager for Beijing Flagship Store

Douyin Live Streaming List: Dang Yu Hui's New Account 'Lan Zhi Chun Xu' Ranks 9th

East Selection Technology Co., Ltd. Adds Catering Management and Delivery Services

New Oriental and Oriental Selection Donate 2 Million Hong Kong Dollars to the Fire Victims in Hong Kong's Ma Po Hong Fu Garden

Eastern Selection's Average Salary Soars to 839,600 RMB in FY2025

Citi Confirms Orient Selection's Strategic Shift and Gives Buy Rating

Eastern Selection Fails to Report and Announce Purchase of Wealth Management Products as Required

Didi Xuanzefang Receives IFOS™ Certificate from SGS

Douyuhui Calls for Anti-Corruption in Live Streaming Industry

Dongfang Selection's Probiotic Product Ranks First in Self-operated Product GMV Cumulative Ranking

East Buy Select Reports FY2025 Revenue Decline and Profit Recovery

Dong Yuhui Attends 2025 e-Commerce Conference and Delivers Speech

Dongfang Zhenxuan Announces Self-operated Product Status and Plans for E-commerce Cooperation

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Earning Release Date

财报预告

FY2026 Semi-Annual Earning Release 2026.01.28

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