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EAST BUY

01797

22.2200.27% ( -0.060 )

Delay Closed: Aug 4, 16:08:21

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East Buy gains 3% after former CEO's new account tops Douyin charts
HK Stock Market Update·1 day ago, 12:10 AM
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East Buy rises 3% in Hong Kong on former CEO's new livestream success
HK Stock Market Update·1 day ago, 12:09 AM
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Daiwa: NEW ORIENTAL-S Overseas Biz Restructuring Expected to Support Margin Expansion
AASTOCKS News·Jul 30 at 04:12 AM
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M Stanley: New Oriental Education & Technology Group, Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) 4FQ Results Slightly Beat Expectations, Maintains 'Equalweight' Rating
AASTOCKS News·Jul 29 at 10:54 PM
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G Sachs: EAST BUY Valuation Still High, Maintains Sell Rating
AASTOCKS News·Jul 29 at 10:22 PM
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East Buy climbs 3% as parent New Oriental's Q4 net income surges 776%
HK Stock Market Update·Jul 29 at 08:38 PM
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New Oriental Earnings Call Highlights AI Growth, Returns
Tip Ranks·Jul 29 at 07:29 PM
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New Oriental Education & Technology Group: Strong Q4 and FY2026 results with double-digit revenue growth and robust profitability gains
Quartr·Jul 29 at 04:37 AM
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EDU (Trans): FY guidance 14–18%, K-12 up 20%
Jul 29 at 08:20 AM
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EDU Q4 FY26 Quick Take: Q4 (Mar–May) results were solid, modestly above sell-side estimates and company guidance. On trend, buy-side sentiment appears more upbeat than the sell side. After several quarters of expectation resets, the market seems to have moved past the prior spell of guide-downs and misses, and back to EDU's earlier pattern of cautious guides with reliable execution that ultimately beats.While study-abroad remains in a slow recovery near term and K12 demographics will be a headwind longer term, the fading drag from livestreaming (still on a low base), share gains in non-academic and adult English, plus improved sentiment and ongoing buybacks, should provide a floor through volatility. At yesterday's close, the $8.1bn market cap implies ~12.5x FY27 P/E; versus a ~15x sector median and the 2-year EPS CAGR outlook, the valuation does not look stretched.Key takeaways:1) Slight overall beatTotal revenue grew 23% YoY; we estimate a 6–7ppt FX tailwind. That implies organic growth of ~16%, up nearly 3ppt QoQ. For FY27, management guided revenue of $6.45–6.68bn (+14–18% YoY), also above expectations.2) Core education up 20%+(1) K12 new-format businesses grew 24.8% YoY, with a slight sequential acceleration. Since last Oct, issuance of quality-education training licenses has declined MoM, with a 0.2% drop each month in Mar–May. As a leading incumbent, EDU stands to benefit from a tighter competitive landscape.(2) Study-abroad services continued to recover to +3.6% YoY in Q4. Despite ongoing intl headwinds (visa issuances still down YoY, though the decline narrowed), EDU offset gaps in traditional consulting and training by expanding IELTS/TOEFL prep from primarily college youth into teens, and by adding on-campus study-abroad advisory services.(3) Adult English was strong at +29% YoY, and we estimate high-school subjects delivered a steady ~18% growth (to be confirmed on the call). Both benefited from supply contraction and rising industry concentration.(4) Based on movements in non-controlling interests, Oriental Selection revenue likely grew close to 40%. With new brands, it appears to have emerged from the overhang that started around Aug 2024.3) Shareholder returns still ~6%The company previously announced a 3-year return program, committing at least 50% of net income to shareholders via dividends and buybacks. Of the up-to-$300mn buyback authorized in Oct 2025 for the following 12 months, $274mn had been executed as of Jul 28.For FY27, EDU plans to continue with $300mn in dividends plus $200mn in buybacks. On an $8.1bn market cap at yesterday's close, that implies ~6% shareholder return, a mid-range level. $New Oriental EDU & Tech(EDU.US) $NEW ORIENTAL-S(09901.HK)
Jul 29 at 06:35 AM
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Guotai Haitong Sticks to Their Buy Rating for East Buy Holding Limited (1797)
Tip Ranks·Jul 27 at 12:25 AM
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Orient Selection climbs 4% in Hong Kong trading
HK Stock Market Update·Jul 26 at 08:40 PM
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Citi: EAST BUY Profit Alert Confirms Turnaround, Reiterates Buy Rating
AASTOCKS News·Jul 23 at 10:14 PM
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Dongfang Zhenxuan climbs as profit forecast surges nearly 91 times
HK Stock Market Update·Jul 23 at 09:00 PM
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EAST BUY Expects Net Profit for Last Fiscal Year to Reach Up to RMB550 Million, Surging Nearly 91x YoY
AASTOCKS News·Jul 23 at 08:25 PM
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