NEW ORIENTAL-S' HK Education Center Lacks Education Bureau License: Report
New Education Center Opening: New Oriental International opened an education center in Mong Kok, Hong Kong, in July 2025, offering courses taught by renowned teachers for local and new arrival families.
Licensing Issues: Despite offering small classes and one-to-one teaching, New Oriental-S has not been issued a license by the Education Bureau, as indicated in their registration list of private schools.
Trade with 70% Backtested Accuracy
Analyst Views on 09901
About the author
Chairman Yu Minhong: NEW ORIENTAL-S to Explore the Tourist Train Market
Stock Performance: New Oriental-S (09901.HK) saw a slight increase in stock price by 0.389%, with short selling amounting to $44.15 million and a ratio of 40.169%.
New Business Venture: Chairman Yu Minhong announced via social media that New Oriental will soon enter the tourist train market through a collaboration, following his visit to the Kunming tourist train.
Michael Yu Aims to Launch EAST BUY E-commerce Training School in Beijing This Year
EAST BUY's New Initiative: EAST BUY plans to establish an e-commerce training school in Beijing to train operation talents and hosts from various regions in China.
Market Performance: Michael Yu, founder of NEW ORIENTAL-S, and chairman of EAST BUY, reported significant short selling figures for both companies, indicating market interest and potential volatility.
<Research>CMSI Increases Price Targets for New Oriental & TAL Education; Profit Margins Exceed Expectations
Profit Margins Exceed Expectations: NEW ORIENTAL-S and TAL Education reported better-than-expected profit margins for the November quarter, supported by revenue growth, operational efficiency, and cost control.
Industry Growth Drivers: The steady growth trend in the education sector is attributed to strong demand, a stable policy environment, and advancements in AI technology, as noted in a CMSI report.
Target Price Increases: BofAS has raised the target price for NEW ORIENTAL-S from $70 to $76 and for TAL Education from $16.7 to $17.3 following their positive quarterly results.
Investment Ratings: CMSI has maintained an Overweight rating on both NEW ORIENTAL-S and TAL Education, indicating confidence in their future performance.
BofAS Raises Target Price for NEW ORIENTAL-S (09901.HK) to $55.6 Following Strong Quarterly Results
Revenue and Profit Performance: NEW ORIENTAL-S reported a 15% revenue growth for the second fiscal quarter, surpassing expectations and guidance, leading to an increase in full fiscal year revenue guidance to US$5.3-5.5 billion.
Future Projections: The company has set a revenue growth guidance of 11-14% for the third fiscal quarter, with analysts raising their non-GAAP EPS forecasts for FY2026/2027 by 6% and 7%, respectively.
Market Reaction: Following the positive results and guidance upgrades, BofA Securities raised the target price for NEW ORIENTAL-S' US stock and H-shares, while maintaining a 'Buy' rating, indicating improved investor confidence.
Key Business Drivers: The growth is primarily driven by the K12 business and a reduction in the decline of the overseas test preparation sector, contributing to the overall positive outlook for the company.
NEW ORIENTAL-S Rises Over 2% This Morning Following 42.3% Increase in 2Q Net Profit to US$45.5M
Stock Performance: NEW ORIENTAL-S (09901.HK) opened 1.03% higher, peaked at $45.68, and last traded at $45.62, reflecting a 2.06% increase with significant trading volume of 2.5017 million shares.
Financial Results: The company reported 2Q results for the period ending November 2025, with net revenues of US$1.191 billion, a 14.7% year-over-year increase, driven by new educational initiatives.
Profit Growth: Net profit reached US$45.5 million, up 42.3%, while non-GAAP income from operations surged 206.9% to US$89.1 million, and non-GAAP net income increased by 68.6% to US$72.9 million.
Analyst Upgrade: BofAS raised the target price for NEW ORIENTAL-S to $55.6 following the company's quarterly results, which exceeded expectations.
HSI Starts New Year Up 86 Points; BIREN TECH Launches at 82% Premium Over Listing Price
Hong Kong Stock Market Opening: Hong Kong stocks opened positively on the first trading day of the year, with the HSI up 0.3% at 25,717, the HSCEI up 0.4% at 8,949, and the HSTECH up 0.6% at 5,547.
BIREN TECH Debut: Domestic GPU maker BIREN TECH made a strong debut, opening at $35.7, which is 82% above its IPO price of $19.6, reflecting a significant increase of nearly 102%.
Other Tech Stocks Performance: Major tech companies like TENCENT and BABA-W saw slight increases of around 1.6% and 1.9%, respectively, while KUAISHOU-W experienced a minor decline of 0.2%.
Short Selling Activity: Notable short selling activity was reported, with HUA HONG SEMI and SMIC showing significant short selling ratios of 9.017% and 4.617%, respectively, indicating investor caution in the market.
Chairman Yu Minhong: NEW ORIENTAL-S to Explore the Tourist Train Market
Stock Performance: New Oriental-S (09901.HK) saw a slight increase in stock price by 0.389%, with short selling amounting to $44.15 million and a ratio of 40.169%.
New Business Venture: Chairman Yu Minhong announced via social media that New Oriental will soon enter the tourist train market through a collaboration, following his visit to the Kunming tourist train.
Michael Yu Aims to Launch EAST BUY E-commerce Training School in Beijing This Year
EAST BUY's New Initiative: EAST BUY plans to establish an e-commerce training school in Beijing to train operation talents and hosts from various regions in China.
Market Performance: Michael Yu, founder of NEW ORIENTAL-S, and chairman of EAST BUY, reported significant short selling figures for both companies, indicating market interest and potential volatility.
<Research>CMSI Increases Price Targets for New Oriental & TAL Education; Profit Margins Exceed Expectations
Profit Margins Exceed Expectations: NEW ORIENTAL-S and TAL Education reported better-than-expected profit margins for the November quarter, supported by revenue growth, operational efficiency, and cost control.
Industry Growth Drivers: The steady growth trend in the education sector is attributed to strong demand, a stable policy environment, and advancements in AI technology, as noted in a CMSI report.
Target Price Increases: BofAS has raised the target price for NEW ORIENTAL-S from $70 to $76 and for TAL Education from $16.7 to $17.3 following their positive quarterly results.
Investment Ratings: CMSI has maintained an Overweight rating on both NEW ORIENTAL-S and TAL Education, indicating confidence in their future performance.
BofAS Raises Target Price for NEW ORIENTAL-S (09901.HK) to $55.6 Following Strong Quarterly Results
Revenue and Profit Performance: NEW ORIENTAL-S reported a 15% revenue growth for the second fiscal quarter, surpassing expectations and guidance, leading to an increase in full fiscal year revenue guidance to US$5.3-5.5 billion.
Future Projections: The company has set a revenue growth guidance of 11-14% for the third fiscal quarter, with analysts raising their non-GAAP EPS forecasts for FY2026/2027 by 6% and 7%, respectively.
Market Reaction: Following the positive results and guidance upgrades, BofA Securities raised the target price for NEW ORIENTAL-S' US stock and H-shares, while maintaining a 'Buy' rating, indicating improved investor confidence.
Key Business Drivers: The growth is primarily driven by the K12 business and a reduction in the decline of the overseas test preparation sector, contributing to the overall positive outlook for the company.
NEW ORIENTAL-S Rises Over 2% This Morning Following 42.3% Increase in 2Q Net Profit to US$45.5M
Stock Performance: NEW ORIENTAL-S (09901.HK) opened 1.03% higher, peaked at $45.68, and last traded at $45.62, reflecting a 2.06% increase with significant trading volume of 2.5017 million shares.
Financial Results: The company reported 2Q results for the period ending November 2025, with net revenues of US$1.191 billion, a 14.7% year-over-year increase, driven by new educational initiatives.
Profit Growth: Net profit reached US$45.5 million, up 42.3%, while non-GAAP income from operations surged 206.9% to US$89.1 million, and non-GAAP net income increased by 68.6% to US$72.9 million.
Analyst Upgrade: BofAS raised the target price for NEW ORIENTAL-S to $55.6 following the company's quarterly results, which exceeded expectations.
HSI Starts New Year Up 86 Points; BIREN TECH Launches at 82% Premium Over Listing Price
Hong Kong Stock Market Opening: Hong Kong stocks opened positively on the first trading day of the year, with the HSI up 0.3% at 25,717, the HSCEI up 0.4% at 8,949, and the HSTECH up 0.6% at 5,547.
BIREN TECH Debut: Domestic GPU maker BIREN TECH made a strong debut, opening at $35.7, which is 82% above its IPO price of $19.6, reflecting a significant increase of nearly 102%.
Other Tech Stocks Performance: Major tech companies like TENCENT and BABA-W saw slight increases of around 1.6% and 1.9%, respectively, while KUAISHOU-W experienced a minor decline of 0.2%.
Short Selling Activity: Notable short selling activity was reported, with HUA HONG SEMI and SMIC showing significant short selling ratios of 9.017% and 4.617%, respectively, indicating investor caution in the market.
