vested
<Research>BofAS Trims NEW ORIENTAL-S (09901.HK) TP to $49.3, Keeps Rating at Buy
BofA Securities issued a research report lowering its FY2025/ FY2026 non-GAAP EPS forecasts for NEW ORIENTAL-S (EDU.US) by 3%/ 8% each to reflect weaker-than-expected overseas revenue growth and lower margin assumptions.
The broker trimmed its target prices for NEW ORIENTAL-S' US stock/ H-shares to US$63.2/ $49.3 from US$68.6/ $53.5.
Despite weak overseas business, K19 business remains resilient with margin improvement, which will account for over 50% of revenue in FY2025.
BofA Securities reiterated rating at Buy due to positive risk-reward and continuous share buyback.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
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New Oriental Education 9901; US: EDU
Re: New Oriental Education 9901; US: EDU
by winston » Tue Mar 25, 2025 10:53 am
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: New Oriental Education 9901; US: EDU
by winston » Thu Apr 24, 2025 8:20 am
not vested
<Results>NEW ORIENTAL-S 3FQ NP Up 0.1% YoY to USD87.26M; US Shrs Dive 3% Pre-mkt
NEW ORIENTAL-S (09901.HK) announced its 3FQ results ending February 2025.
Total net revenues sagged 2% YoY to USD1.183 billion; excluding revenues generated from East Buy private label products and livestreaming business, the amount gained 21.2% to USD1.038 billion.
Operating income for 1FQ hiked 9.8% YoY to USD125 million; excluding operating loss generated from East Buy private label products and livestreaming business, it rose 5% YoY to USD126 million.
For 3FQ, net income attributable to shareholders grew 0.1% YoY to USD87.255 million.
Diluted net income per ADS was USD0.54. Non-GAAP diluted net income per ADS was USD0.70.
New Oriental's U.S. shares dived 3.4% pre-market to USD42.9.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Results>NEW ORIENTAL-S 3FQ NP Up 0.1% YoY to USD87.26M; US Shrs Dive 3% Pre-mkt
NEW ORIENTAL-S (09901.HK) announced its 3FQ results ending February 2025.
Total net revenues sagged 2% YoY to USD1.183 billion; excluding revenues generated from East Buy private label products and livestreaming business, the amount gained 21.2% to USD1.038 billion.
Operating income for 1FQ hiked 9.8% YoY to USD125 million; excluding operating loss generated from East Buy private label products and livestreaming business, it rose 5% YoY to USD126 million.
For 3FQ, net income attributable to shareholders grew 0.1% YoY to USD87.255 million.
Diluted net income per ADS was USD0.54. Non-GAAP diluted net income per ADS was USD0.70.
New Oriental's U.S. shares dived 3.4% pre-market to USD42.9.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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- Joined: Wed May 07, 2008 9:28 am
Re: New Oriental Education 9901; US: EDU
by winston » Thu Apr 24, 2025 4:00 pm
not vested
<Research>Macquarie: NEW ORIENTAL-S' Overseas Biz Slowdown Goes Against Profit Margins; FY26-27 Earnings Forecasts, TPs Cut
New Oriental Education & Technology (EDU.US) (09901.HK) logged a 2% YoY decline in its 3QFY25 revenue, while its education business revenue rose by 21% YoY, in line with guidance, according to a report from Macquarie.
The company's non-GAAP OP margin after excluding SD GOLD (01787.HK) dropped by 1.8 ppts YoY to 13.3%, slightly better than the guided decrease of 2-2.5 ppts.
Although the company expected profit margins to expand on cost controls in FY26, Macquarie is concerned that the slowdown in its overseas business will negatively impact the business mix and put pressure on its profit margins.
Macquarie adjusted its FY25/ FY26/ FY27 non-GAAP net profit forecasts for the company by +10.7%/ -1.4%/ -3.3%.
The broker also chopped its target price for NEW ORIENTAL-S (09901.HK) from $31.9 to $25.7 and the target price for New Oriental Education & Technology (EDU.US) from US$41 to US$33, with an Underperform rating remaining in place.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>Macquarie: NEW ORIENTAL-S' Overseas Biz Slowdown Goes Against Profit Margins; FY26-27 Earnings Forecasts, TPs Cut
New Oriental Education & Technology (EDU.US) (09901.HK) logged a 2% YoY decline in its 3QFY25 revenue, while its education business revenue rose by 21% YoY, in line with guidance, according to a report from Macquarie.
The company's non-GAAP OP margin after excluding SD GOLD (01787.HK) dropped by 1.8 ppts YoY to 13.3%, slightly better than the guided decrease of 2-2.5 ppts.
Although the company expected profit margins to expand on cost controls in FY26, Macquarie is concerned that the slowdown in its overseas business will negatively impact the business mix and put pressure on its profit margins.
Macquarie adjusted its FY25/ FY26/ FY27 non-GAAP net profit forecasts for the company by +10.7%/ -1.4%/ -3.3%.
The broker also chopped its target price for NEW ORIENTAL-S (09901.HK) from $31.9 to $25.7 and the target price for New Oriental Education & Technology (EDU.US) from US$41 to US$33, with an Underperform rating remaining in place.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: New Oriental Education 9901; US: EDU
by winston » Fri Apr 25, 2025 9:25 am
not vested
OPM to stabilise in FY5/26F
EDU’s revenue decreased by 2% to Rmb1.2bn in 3QFY5/25, below our expectation, due to the slowdown of its overseas test preparation and consultation business.
Non-GAAP net profit decreased by 14.3% to Rmb113m, slightly above our expectation, due to better GPM expansion and control of A&P expenses.
We forecast revenue to increase 12% in 4QFY5/25F and 14% FY5/25F, with nonGAAP net profit up 127% and 14% yoy, respectively.
Management said the priority for profitability is higher than that of revenue growth in FY5/26F and EDU has adopted various measure to save costs since 3QFY5/25.
We reiterate Add, with a lower DCF-based TP of HK$49.9.
Source: CGS
https://rfs.cgsi.com/api/download?file= ... 44F9DE0CE1
OPM to stabilise in FY5/26F
EDU’s revenue decreased by 2% to Rmb1.2bn in 3QFY5/25, below our expectation, due to the slowdown of its overseas test preparation and consultation business.
Non-GAAP net profit decreased by 14.3% to Rmb113m, slightly above our expectation, due to better GPM expansion and control of A&P expenses.
We forecast revenue to increase 12% in 4QFY5/25F and 14% FY5/25F, with nonGAAP net profit up 127% and 14% yoy, respectively.
Management said the priority for profitability is higher than that of revenue growth in FY5/26F and EDU has adopted various measure to save costs since 3QFY5/25.
We reiterate Add, with a lower DCF-based TP of HK$49.9.
Source: CGS
https://rfs.cgsi.com/api/download?file= ... 44F9DE0CE1
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: New Oriental Education 9901; US: EDU
by winston » Wed Jun 25, 2025 3:49 pm
not vested
<Research>CICC: NEW ORIENTAL-S (09901.HK) Core Biz Growth Pressure Continues to Be Absorbed w/ Improved Profitability
NEW ORIENTAL-S (09901.HK) (EDU.US) 's core business growth pressure continued to be absorbed, with improved profitability, CICC released a research report saying.
It is expected that revenue for 4FQ25 ended May will increase by 5% YoY to US$1.197 billion.
Non-GAAP operating profit is projected to be US$38.06 million, corresponding to a non-GAAP operating profit margin of 3.2%, flat YoY.
Related News: CMSI Keeps TP for New Oriental (EDU.US) at USD63, Rating as Buy
Excluding EAST BUY (01797.HK), CICC estimated NEW ORIENTAL-S' core business revenue to incline by 13% YoY to US$1.037 billion, basically unchanged from the high end of the company's previous guidance range of between US$1.0091 billion and US$1.0366 billion.
The broker introduced its FY2027 revenue forecast at US$6.35 billion and a non-GAAP net profit forecast of US$733 million.
CICC kept rating at Outperform for NEW ORIENTAL-S' US stock, with a target price of US$62.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>CICC: NEW ORIENTAL-S (09901.HK) Core Biz Growth Pressure Continues to Be Absorbed w/ Improved Profitability
NEW ORIENTAL-S (09901.HK) (EDU.US) 's core business growth pressure continued to be absorbed, with improved profitability, CICC released a research report saying.
It is expected that revenue for 4FQ25 ended May will increase by 5% YoY to US$1.197 billion.
Non-GAAP operating profit is projected to be US$38.06 million, corresponding to a non-GAAP operating profit margin of 3.2%, flat YoY.
Related News: CMSI Keeps TP for New Oriental (EDU.US) at USD63, Rating as Buy
Excluding EAST BUY (01797.HK), CICC estimated NEW ORIENTAL-S' core business revenue to incline by 13% YoY to US$1.037 billion, basically unchanged from the high end of the company's previous guidance range of between US$1.0091 billion and US$1.0366 billion.
The broker introduced its FY2027 revenue forecast at US$6.35 billion and a non-GAAP net profit forecast of US$733 million.
CICC kept rating at Outperform for NEW ORIENTAL-S' US stock, with a target price of US$62.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 114404
- Joined: Wed May 07, 2008 9:28 am
Re: New Oriental Education 9901; US: EDU
by winston » Thu Jul 31, 2025 8:58 am
not vested
<Results>NEW ORIENTAL-S Full-yr NP US$372M, Up 20.1%; 1FQ26 Net Rev. Expected to Be US$1.46B-US$1.51B
NEW ORIENTAL-S (09901.HK) announced its FY2025 results for the year ended May 2025, with net revenues of US$4.9 billion, up 13.6% YoY.
Net income was US$372 million, up 20.1% YoY, with a basic net income per ADS attributable to New Oriental of US$2.29.
Non-GAAP net income for the period was US$517 million, up 11.4% YoY, with basic net income per ADS of US$3.19.
Dividend History
Announce Date Event Particular
2025/04/23 3rd Quarterly No Dividend
2025/01/21 Interim No Dividend
2024/10/23 1st Quarterly No Dividend
2024/08/19 Special Interim SD:USD 0.0600
Looking ahead, NEW ORIENTAL-S expected its net revenues in the first quarter of FY2026 ending August 2025 to be in the range of US$1.464 billion to US$1.507 billion, representing a YoY increase in the range of 2-5%.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Results>NEW ORIENTAL-S Full-yr NP US$372M, Up 20.1%; 1FQ26 Net Rev. Expected to Be US$1.46B-US$1.51B
NEW ORIENTAL-S (09901.HK) announced its FY2025 results for the year ended May 2025, with net revenues of US$4.9 billion, up 13.6% YoY.
Net income was US$372 million, up 20.1% YoY, with a basic net income per ADS attributable to New Oriental of US$2.29.
Non-GAAP net income for the period was US$517 million, up 11.4% YoY, with basic net income per ADS of US$3.19.
Dividend History
Announce Date Event Particular
2025/04/23 3rd Quarterly No Dividend
2025/01/21 Interim No Dividend
2024/10/23 1st Quarterly No Dividend
2024/08/19 Special Interim SD:USD 0.0600
Looking ahead, NEW ORIENTAL-S expected its net revenues in the first quarter of FY2026 ending August 2025 to be in the range of US$1.464 billion to US$1.507 billion, representing a YoY increase in the range of 2-5%.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 114404
- Joined: Wed May 07, 2008 9:28 am
Re: New Oriental Education 9901; US: EDU
by winston » Thu Jul 31, 2025 10:18 am
not vested
New Oriental Education & Technology Group (EDU US)
4QFY25: Earnings Beat; Soft 1QFY26 Top-Line Growth But Margin Outlook Intact
EDU’s 4QFY25 results beat expectations.
Revenue grew 9% yoy to US$1,243m, 5% better than our and consensus forecasts.
Non-GAAP net profit came in at US$7m, beating our and consensus estimates, while net margin expanded 2ppt yoy to 8% for 4QFY25.
EDU expects 1QFY26 revenue to rise 2-5% yoy to US$1,464.1m-1,507.2m, 58ppt below expectations.
Maintain BUY with a lower target price of US$55.00 (HK$43.00).
Source: UOBKH
https://research.uobkayhian.com/content ... e=hs_email
New Oriental Education & Technology Group (EDU US)
4QFY25: Earnings Beat; Soft 1QFY26 Top-Line Growth But Margin Outlook Intact
EDU’s 4QFY25 results beat expectations.
Revenue grew 9% yoy to US$1,243m, 5% better than our and consensus forecasts.
Non-GAAP net profit came in at US$7m, beating our and consensus estimates, while net margin expanded 2ppt yoy to 8% for 4QFY25.
EDU expects 1QFY26 revenue to rise 2-5% yoy to US$1,464.1m-1,507.2m, 58ppt below expectations.
Maintain BUY with a lower target price of US$55.00 (HK$43.00).
Source: UOBKH
https://research.uobkayhian.com/content ... e=hs_email
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 114404
- Joined: Wed May 07, 2008 9:28 am
Re: New Oriental Education 9901; US: EDU
by winston » Thu Jul 31, 2025 11:17 am
not vested
<Research>BofAS Cuts NEW ORIENTAL-S TP to HKD43.8 as Guidance Reflects Slowing Growth
NEW ORIENTAL-S (09901.HK) (EDU.US) has announced its quarterly results for the period ended May, with both revenue and profit margin growth beating expectations, according to a research report by BofA Securities.
The company's revenue/ non-GAAP operating profit margin increased by 18%/ 3.2 ppts YoY.
However, NEW ORIENTAL-S' revenue guidance for 1QFY26 and the full fiscal year is set at 2-5% and 5-10%, respectively, reflecting a slowdown in its overseas business and K9 subject training growth.
The company also announced a three-year shareholder return plan, promising to use no less than 50% of net profit for dividend payments or share buybacks.
Related News: NEW ORIENTAL-S Full-yr NP US$372M, Up 20.1%; 1FQ26 Net Rev. Expected to Be US$1.46B-US$1.51B
Based on the slowing growth outlook, BofA Securities cut its target price for NEW ORIENTAL-S from HKD49.3 to HKD43.8, with a Buy rating remaining in place.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>BofAS Cuts NEW ORIENTAL-S TP to HKD43.8 as Guidance Reflects Slowing Growth
NEW ORIENTAL-S (09901.HK) (EDU.US) has announced its quarterly results for the period ended May, with both revenue and profit margin growth beating expectations, according to a research report by BofA Securities.
The company's revenue/ non-GAAP operating profit margin increased by 18%/ 3.2 ppts YoY.
However, NEW ORIENTAL-S' revenue guidance for 1QFY26 and the full fiscal year is set at 2-5% and 5-10%, respectively, reflecting a slowdown in its overseas business and K9 subject training growth.
The company also announced a three-year shareholder return plan, promising to use no less than 50% of net profit for dividend payments or share buybacks.
Related News: NEW ORIENTAL-S Full-yr NP US$372M, Up 20.1%; 1FQ26 Net Rev. Expected to Be US$1.46B-US$1.51B
Based on the slowing growth outlook, BofA Securities cut its target price for NEW ORIENTAL-S from HKD49.3 to HKD43.8, with a Buy rating remaining in place.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 114404
- Joined: Wed May 07, 2008 9:28 am
Re: New Oriental Education 9901; US: EDU
by winston » Thu Oct 16, 2025 3:38 pm
not vested
Earnings call transcript: New Oriental Q4 2025 shows revenue growth
Source: investing.com
https://www.investing.com/news/transcri ... CH-4288194
Earnings call transcript: New Oriental Q4 2025 shows revenue growth
Reported an 18.7% increase in total net revenue for the fourth quarter of fiscal year 2025.
Despite this growth, net income attributable to New Oriental decreased by 73.7% to $7.1 million.
New Oriental’s guidance for fiscal year 2026 indicates a modest revenue growth of 5-10%.
Source: investing.com
https://www.investing.com/news/transcri ... CH-4288194
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 114404
- Joined: Wed May 07, 2008 9:28 am
Re: New Oriental Education 9901; US: EDU
by winston » Tue Feb 10, 2026 11:16 am
not vested
2QFY26: Strong Earnings Beat; Resilient 2HFY26 Top-line And Earnings Outlook; Upgrade To BUY
EDU delivered a solid 2QFY26 results beat.
Revenue grew 15% yoy to US$1,191m, 3% higher than our and consensus estimates.
Non-GAAP net profit came in at US$73m, beating our and consensus estimates by 27-30% due to ongoing prudent cost control, while net margin expanded 2ppt yoy to 6% for 2QFY26.
EDU expects 3QFY26 revenue to grow at an intact 11-14% yoy to US$1,313.2m-1,348.7m, in line with consensus forecasts.
Upgrade to BUY with a higher target price of US$68.00 (HK$53.00).
Source: UOBKH
https://research.uobkayhian.com/content ... e=hs_email
2QFY26: Strong Earnings Beat; Resilient 2HFY26 Top-line And Earnings Outlook; Upgrade To BUY
EDU delivered a solid 2QFY26 results beat.
Revenue grew 15% yoy to US$1,191m, 3% higher than our and consensus estimates.
Non-GAAP net profit came in at US$73m, beating our and consensus estimates by 27-30% due to ongoing prudent cost control, while net margin expanded 2ppt yoy to 6% for 2QFY26.
EDU expects 3QFY26 revenue to grow at an intact 11-14% yoy to US$1,313.2m-1,348.7m, in line with consensus forecasts.
Upgrade to BUY with a higher target price of US$68.00 (HK$53.00).
Source: UOBKH
https://research.uobkayhian.com/content ... e=hs_email
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 114404
- Joined: Wed May 07, 2008 9:28 am
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