MBNOEDU@EC2701A

New Oriental-S (9901) to be removed from the Hang Seng China Enterprises Index

On February 13, the short selling value in the Hong Kong stock support services sector reached HK$87.93 million, with New Oriental-S ranking first.

New Oriental Culture & Tourism reaches a strategic cooperation with PPW Group to launch the 'Ed Stafford Challenge'

First Shanghai Securities and TipRanks Maintain Buy Rating on New Oriental Shares

New Oriental's stock price falls over 4%, becoming the biggest blue-chip loser on the Hang Seng Index

Gaotu's Chen Xiangdong praises Yu Minhong for top-tier entrepreneurial leadership

First Beijing Investment Reduced New Oriental-S

New Oriental-S Reports Second Quarter Earnings and Announces Shareholder Return Plan

Analysts view New Oriental as modestly undervalued, citing resilient demand

New Oriental's stock price fell over 3% in the previous trading session, becoming one of the biggest blue-chip decliners.

China Merchants Securities Reiterates Buy Rating on New Oriental Education & Technology Group

Yu Minhong Reveals Oriental Selection's Plan to Establish E-commerce Training School in Beijing

New Oriental Education ADR Price Performance Improved, Rating Upgraded to 82

New Oriental Launches Retirement Club for Silver Economy

CMSI raises New Oriental's target price to $76

HSBC Upgrades New Oriental to 'Buy'

New Oriental Launches Retirement Club for Seniors, Exploring the 'Silver Economy'

New Oriental's Q2 FY2026 results exceed expectations with operating profit up 244.4% year-over-year

Huatai International Raises Target Price for New Oriental-S to HKD 52

Chen Xingjia joins New Oriental as a senior advisor

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

09987

BABA

002594

01211

09901

PDDL

The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

Wallstreetcn

YUM CHINA

Alibaba

BIDU-SW

Global X China Consumer

KraneShares 2x Long BABA Daily ETF

BABA-W

BYD COMPANY

MEITUAN

NEW ORIENTAL-S

Direxion FTSE China Bull 3X

GraniteShares 2x Long PDD Daily ETF

Tencent

Roundhill China Dragons ETF

Krne Csi China Internet

Global X E-commerce ETF

Tencent Holdings Limited

NASDAQ Golden Dragon China Index

Invesco Golden Dragon China

iShares MSCI China

Baidu

KraneShares 2x Long PDD Daily ETF

513360

First Shanghai Securities has maintained a Buy rating on New Oriental Education & Technology Group (N1U0), setting a price target of HK$60.80. The stock closed at HK$46.66 last Monday. Additionally, TipRanks initiated coverage with a Buy rating and a price target of HK$55.00. The analyst consensus for the company is Strong Buy, with a price target consensus of €5.93, indicating a potential downside of -87.29% from current levels.

Tip Ranks

New Oriental EDU & Tech

Bosera CSI Global China Education Theme ETF(QDII)

New Oriental Education & Technology Group (N1U0) Gets a Buy from First Shanghai Securities

02057

BILI

The NASDAQ Golden Dragon China Index's initial gain expanded to 1.21%. Popular Chinese concept stocks include Nio rising 7.4%, MINISO increasing 5.4%, YUM China up 3.4%, Li Auto up 2.8%, ZTO EXPRESS, Zai Lab, Bilibili, Baidu, and KINGSOFT CLOUD rising over 2%, Alibaba up 0.7%, XPeng down 1.2%, and New Oriental down 2.8%. Among ETFs, KWEB rose 1.14%, CQQQ increased 0.7%, ASHR fell 0.1%, and ASHS decreased 1.3%

ZTO EXPRESS-W

Bilibili

KINGSOFT CLOUD

YUM China

ALI HEALTH

NIO-SW

LI AUTO-W

NIO Inc. USD OV

Amplify Online Retail ETF

Yinhua MSCI China A ETF

Invesco China Tech

The China concept index rose by 1.2%, Nio increased by over 7%, and Li Auto rose by about 3%

China Merchants Securities has reaffirmed a Buy rating on New Oriental Education & Technology Group (N1U0), setting a price target of HK$59.28. The stock closed at HK$50.05. Analyst consensus remains Strong Buy, with a price target of €5.91, indicating a potential downside of 88.19%. Additionally, TipRanks upgraded the stock to Buy with a price target of HK$56.00.

China Merchants Securities Reaffirms Their Buy Rating on New Oriental Education & Technology Group (N1U0)

New Oriental Edu ADR shows improving price performance, earning an upgrade to its IBD Relative Strength Rating from 78 to 82.

Stocks flashing renewed technical strength: New Oriental Edu ADR

New Oriental Education & Technology Group Inc. is experiencing a resurgence after a government crackdown, with its operating profit tripling in Q2 of the fiscal year. The new education initiatives segment saw a 21.6% revenue growth. Despite a morale-boosting letter from founder Yu Minhong, criticism arose over its disconnect with employee challenges. The company reported a revenue of $1.19 billion, a 14.7% increase, and a net profit of $45.5 million, up 42.3%. New Oriental raised its full fiscal year revenue guidance, reflecting confidence in continued recovery.

benzinga_article

New Oriental Regains Momentum As New Initiatives Pay Off

The Hang Seng Index closed at 26,834 points, up 59 points or 0.2%; the Hang Seng Tech Index reported 5,467 points, down 59 points or 1.1%. The total market turnover was HKD 335.152 billion. Among the actively traded blue-chip stocks, Tencent, Meituan, and Alibaba all fell, while CSPC Pharmaceutical, New Oriental, and HSBC reached new highs

AASTOCKS

According to the "All-Day Express," the Hang Seng Index closed at 26,834 points, up 59 points; the Hang Seng Tech Index closed at 5,467 points, down 59 points. CSPC Pharmaceutical rose over 8%, while New Oriental, HSBC, MTR, CLP, and China International Marine Containers reached new highs with active trading

BABX

The NASDAQ Golden Dragon China Index preliminarily closed down 0.6%. Among popular Chinese concept stocks, XPeng fell 8.2%, BYD fell 6.7%, PONY fell 4.2%, WERIDE fell 4.1%, and Alibaba fell 0.6%; while PDD rose 2.3%, YUM CHINA rose 2.4%, and New Oriental rose 2.8%

BABA 2x Long Daily ETF - GraniteShares

WERIDE-W

PONY-W

XPeng

BYD Company

XPENG-W

BYD Company Limited

Daiwa has maintained a Buy rating on New Oriental Education & Technology Group (N1U0) with a price target of HK$57.00, while the shares closed at HK$46.04. J.P. Morgan also holds a Buy rating with a target of HK$55.00. The overall analyst consensus suggests a Strong Buy rating, but with a significant downside of -87.14% based on an average price target of €5.92.

Daiwa Remains a Buy on New Oriental Education & Technology Group (N1U0)

China Renaissance has upgraded New Oriental Education & Technology Group (NYSE:EDU) from a "hold" to a "strong-buy" rating. Other analysts have also made positive adjustments, with Zacks raising its rating from "strong sell" to "hold" and HSBC upgrading to "buy." JPMorgan Chase increased the price target from $60 to $68, while Goldman Sachs maintained a "neutral" rating with a $60 target. The stock currently has a consensus rating of "Moderate Buy" and a target price of $65.84, with a recent opening price of $59.36.

Market Beat

New Oriental Education & Technology Group (NYSE:EDU) Rating Increased to Strong-Buy at China Renaissance

国际教育科技

08269

In a report released today, from Guotai Haitong maintained a Buy rating on New Oriental Education & Technology Group, with a price target of HK$52.00.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential New Oriental Education & Technology Group has an analyst consensus of Strong Buy, with a price target consensus of €5.83.

GO UP EDU TECH

Guotai Haitong Reaffirms Their Buy Rating on New Oriental Education & Technology Group (N1U0)

New Oriental

Conference Minutes

Below is Dolphin Research's compilation of EDU's FY26 Q2 earnings call Trans. For our earnings take, see 'New Oriental: Resilient growth; the education leader's premium is still rising'.I. Key financial metrics. II. Management briefing.1) Management outlook: This quarter and 1H FY26 delivered strong results, reinforcing confidence in operational resilience and growth momentum. They will continue to balance revenue growth and profitability, maintaining cost discipline and pursuing sustainable profits across business lines. Expansion of capacity and learning centers will remain prudent...

EAST BUY

East Group

Eastside Distilling

EDU (Trans): Market Share Up, Pursuing High-Quality Growth

$New Oriental EDU &amp; Tech(EDU.US) reported Q2 FY2026 before the U.S. market open on Jan 28 Beijing time. The quarter corresponds to the autumn term from Sep to Nov 2025. Results beat expectations, with the upside vs. consensus mainly from the study-abroad biz., where the Street had been cautious.Management slightly raised full-year revenue guidance, signaling confidence in a recovery in study-abroad and continued high growth in new businesses. Let’s look at the print...

EDU: Resilient Growth, Brand Equity of the Sector Leader Still Rising

EDU Q2 FY26 First Take: Results beat, led by a better‑than‑feared study‑abroad segment. The company also raised its FY26 revenue guide.Test‑prep grew 4%. Consulting was undisclosed but likely softer, implying overall roughly flat YoY. Still, this is well above the market’s low‑single‑digit decline expectation.New initiatives rebounded as expected, validating management’s prior comments on seasonality. Smaller players focus on winter/summer peaks; with Q2 in the fall semester, competitive intensity eased for EDU. However, enrollment growth kept decelerating, implying momentum likely won’t hold next quarter; learning devices also slowed slightly.Management guided next‑quarter revenue growth in line with the Street. It raised the FY26 revenue guide to $5.3–5.5bn, implying +8–12% (was +5–10%).A group‑wide cost‑out/efficiency program kicked off in Q4 FY25 (calendar Q2 2025) and was evident last quarter. Execution continued this quarter, with cuts concentrated in selling expenses; OPM expanded by nearly 400bps YoY.The company paid the planned dividend and repurchased $86mn of shares this quarter. Under the previously announced $490mn shareholder‑return program, the implied yield vs. the current ~$9.0bn market cap is 5.4%, providing support during drawdowns. $New Oriental EDU &amp; Tech(EDU.US) $NEW ORIENTAL-S(09901.HK)

Today’s Key News Recap

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...

Uber Tech

Meta Platforms

Apple

Alphabet - C

Alphabet

Moutai

Nokia Oyj

Nokia

Stellantis NV

Microsoft

NVIDIA

BYD COMPANY-R

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

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...

Simplify Enhanced Income ETF

ONLINE OFFLINE

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.

ProShares Ultra Semiconductor ETF

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...

Meituan

MEITUAN-WR

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

XIAOMI-W

Tesla

Li Auto

Meituan HK SDR 5to1

NIO Inc

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

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

Focus on profitability rather than revenue.

New Oriental (Minutes): Study abroad expectations are cautious, and the slowdown in quality education is a seasonal fluctuation.

$New Oriental EDU &amp; Tech(EDU.US) released its Q4 FY2025 earnings before the U.S. market opened on July 30th, Beijing time, corresponding to the off-season operating conditions from March 2025 to May 2025. This earnings review remains focused on the education business, with a key emphasis on guidance, including expectations for the full year 2026. Specifically, the outlook for the study abroad business is of utmost importance, followed by trends in the prosperity of new businesses. Beyond business, attention is also on changes in shareholder returns. Specifically: 1. Another &#34;bomb&#34; in guidance: Given the turbulent environment...

New Oriental’s Thunderous Roar: The Uphill Road to Rebirth

MBNOEDU@EC2701A(22677.HK)

The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

New Oriental Education & Technology Group (N1U0) Gets a Buy from First Shanghai Securities

The China concept index rose by 1.2%, Nio increased by over 7%, and Li Auto rose by about 3%

China Merchants Securities Reaffirms Their Buy Rating on New Oriental Education & Technology Group (N1U0)

Stocks flashing renewed technical strength: New Oriental Edu ADR