Research Alert: CFRA Downgrades Opinion On Shares Of Edu To Hold From Buy
Overview of international financial hotspots last night and this morning _ April 26, 2025 _ Financial news
For more global financial news, please visit the 7×24 hours real-time financial news market closing: US stocks closed higher with Technology stocks leading the rise. This week, the Nasdaq increased by over 6.7%. On April 25, the top 20 US stocks by trading volume: Tesla surged 9.8%, reports suggest the USA plans to relax autonomous driving regulations. On Friday, China Concept Stocks had mixed results, with New Oriental rising by 1.53%, while Weiwu dropped by 11.44%. WTI June Crude Oil Product futures rose by 0.37%, while spot Gold fell nearly 1% on Friday, accumulating a decline of 0.30% this week. Major European stock indices closed with collective increases, with the German DAX30 Index rising by 0.81%. Macroeconomically, Trump stated that he likes 'a million rich.'
Growing Distrust In US Education Could Impact This Stock
【Brokerage Focus】Guosen maintains the "Outperform" rating for New Oriental (09901), stating that there is still pressure on the demand for studying abroad and recommends continued attention.
Jingwu Financial News | Guosen Securities Research Pointed Out that New Oriental (09901) FY2025 Q3 revenue is 1.183 billion USD, a decrease of 2.0%, mainly due to the impact of "Walking with Glory" in July 2024, with non-selective business revenue at 1.038 billion USD, an increase of 21.2%, at the upper limit of the previous guidance range (18-21%). The firm indicated that the K9 Education new business grew by 35%, with 0.408 million people in non-academic literacy training, up by 14.9%, and 0.309 million paid active users of learning machines, up by 64.4%. Growth remains resilient, but the growth rate has somewhat slowed due to base effects.
New Oriental Education & Technology May Face Near-Term Pressure in Revenue Growth -- Market Talk
Goldman Sachs: Maintains Buy rating on NEW ORIENTAL-S (09901) and raises the Target Price to 42 Hong Kong dollars.
The bank gained confidence from New Oriental's earnings report conference call for the February quarter. Management emphasized their focus on cost control and improving operation efficiency during the meeting, and they expect that the operating profit margin (OPM) for New Oriental's core business will expand in the May quarter and the 2026 fiscal year.
[Brokerage Focus] BOCOM INTL maintains a Buy rating on New Oriental (09901), expecting cost reduction and efficiency improvement to be reflected in the fourth quarter.
Jinwu Financial News | BOCOM INTL's Research Reports indicate that New Oriental (09901) has announced its third-quarter results for the fiscal year 2025, with revenue decreasing by 2% year-on-year; excluding EAST BUY, the revenue from Education and cultural tourism increased by 21% year-on-year. The adjusted operating profit margin is 12%, and the operating profit margin excluding EAST BUY is 13%, which is a decline from 15% in the same period last year, mainly impacted by the pressure on the growth rate of studying abroad business revenue and investment in cultural tourism. For the outlook of the fourth quarter, the bank expects core education (including cultural tourism) revenue to increase by 13% year-on-year (management guidance is 10-13% growth), which is basically consistent with previous expectations, and the growth rate slowdown is mainly due to the international business income.
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Express News | Shares of Companies Within the Broader Consumer Discretionary Sector Are Trading Higher Amid Overall Market Strength Due to March's Strong Durable Goods Orders Economic Data, and President Trump's Announcement That He Met With China Earlier Today
BofA Securities Maintains New Oriental(EDU.US) With Buy Rating, Maintains Target Price $63.2
[Brokerage Focus] CMB International maintains a Buy rating on New Oriental (09901), noting that the national related Business has dragged down income growth.
Jinwu Finance | CMB International Research Reports indicate that New Oriental (09901) announced its 3Q FY25 performance: Net income decreased 2% year-on-year to 1.18 billion USD. Excluding EAST BUY related income, net income increased 21% year-on-year to 1.04 billion USD, in line with the company's guidance; Non-GAAP net income decreased 14% year-on-year to 0.113 billion USD, slightly lower than market expectations of 0.12 billion USD, mainly due to slowing revenue growth in outbound related businesses and investments in tourism businesses. Looking ahead to 4Q FY25, the company expects net income (excluding EAST BUY income) to grow 10%-13% year-on-year to 10.1.
Hong Kong stocks are moving | NIO-SW (09901) rose more than 4% during the session as the 5-nanometer smart driving chip Shenqi NX9031 commenced mass production with the delivery of NIO ET9.
NIO-SW (09901) surged over 4% during the trading session, as of the time of writing, it rose 4.08%, priced at 30.6 Hong Kong dollars, with a transaction amount of 74.0937 million Hong Kong dollars.
Hong Kong stock morning report | John Lee Ka-chiu engaged in in-depth exchanges with representatives of the "Hangzhou Six Little Dragons" companies. Trump is considering exempting Auto Manufacturers from some tariffs.
① John Lee Ka-chiu had in-depth discussions with representatives from the 'Six Little Dragons of Hangzhou.' ② The Inner Mongolia Ministry of Industry and Information Technology reported that the computing power scale of Inner Mongolia has reached around 0.12 million P, ranking first in the country. ③ USA President Trump is considering exempting Auto Manufacturers from certain tariffs. ④ NIO's Li Bin predicts that China's share of the Global auto industry will exceed 40%.
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New Oriental Education & Technology Group Inc. (EDU) Q3 2025 Earnings Call Transcript Summary
Gelonghui announcement highlights (Hong Kong stocks) | Tianqi Lithium Corporation (09696.HK) expects a net income of 82 million to 0.123 billion yuan in the first quarter.
[Today's Focus] Tianqi Lithium Corporation (09696.HK) expects a net income of 82 million to 0.123 billion yuan in the first quarter. Tianqi Lithium Corporation (09696.HK) announced that it expects that for the three months ending March 31, 2025, (i) the net income attributable to shareholders of the company is expected to be in the range of 82 million yuan to 123 million yuan (unaudited), while in the same period last year, the group recorded a net loss attributable to shareholders of the company of 3,896.78 million yuan; (ii) the net income excluding non-recurring gains and losses is expected to be in the range of 32 million yuan to...
Hong Kong Stock Announcement Gold Mining | NEW ORIENTAL-S's net income attributable to shareholders in the third quarter increased by 0.1% year-on-year to 87.3 million USD.
CHINA OILFIELD (02883) announced its first-quarter performance with a net profit attributable to shareholders of approximately 0.887 billion yuan, a year-on-year increase of 39.6%; MEDBOT-B (02252): Tumai remote surgery application for all departments has received registration approval from the National Medical Products Administration.
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6-K: Report of foreign private issuer (related to financial reporting)