Huaxin Securities: The demand in the Education Sector is rigid, supply is clearing, and the leading companies are restoring flexibility.
The bank is bullish on SCHOLAR EDU (01769) for successfully transitioning from K12 subject training to quality education and high school training, as well as on Excellence Education (03978) and Xueda(Xiamen)Education Technology Group (000526.SZ), and suggests paying attention to Shanghai Xinnanyang Only Education & Technology (600661.SH).
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
XJ INTL HLDGS (01765.HK) has established a special task force for convertible Bonds.
On March 7, Gelonghui reported that XJ INTL HLDGS (01765.HK) announced that it has established a special task force for convertible Bonds. The task force includes (i) Chief Financial Officer Yang Wen (serving as the leader); and (ii) Joint Company Secretary and Chief Investment Officer Tan Li, along with Legal Department Head Zhou Xing (serving as members). Authorized by the Board of Directors, the special task force has appointed financial and legal advisors to assist in communication with convertible Bonds investors, aiming to reach a practical solution regarding the convertible Bonds.
Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
Further Upside For XJ International Holdings Co., Ltd. (HKG:1765) Shares Could Introduce Price Risks After 25% Bounce
XJ INTL HLDGS (01765.HK) plans to sell 100% equity of Silver Mingde Education for 0.11 billion yuan.
On February 13, Glonghui announced that XJ INTL HLDGS (01765.HK) entered into an Equity Transfer agreement on February 13, 2025, between the seller, SiChuan HOPE EDU Industry Group Co., Ltd., and the buyer, Lanzhou Hengwen Middle School New Campus Limited Liability Company. According to this agreement, the seller conditionally agrees to (i) transfer 100% equity of the target company, Silver Mingde Education Limited Liability Company, and its affiliated entities ("target entity") at a transfer price of RMB 0.11 billion; and (ii) take over a shareholder loan owed by the target entity to the seller amounting to RMB 0.2 billion, which may be adjusted according to the terms and conditions of the Equity Transfer agreement.
Express News | Xj International - Sichuan Hope Education Industry to Transfer 100% Stake in Baiyin Mingde Education for RMB109.89 Mln
CITIC SEC: "The arrival of Deepseek Singularity" will likely accelerate the commercialization phase of Education + AI by 2025.
Xin Securities published a Research Report stating that recently, companies in the Education sector have been embracing Deepseek, and the strong reasoning capability of AI large models is expected to accelerate the commercialization phase of Education + AI.
XJ International CFO Resigns; Successor Named
XJ INTL HLDGS (01765.HK) appointed Wang Xiaowu as a non-executive Director.
On January 23, Gelonghui announced that Mr. Li Tao has resigned as a non-executive Director, a member of the Audit Committee, a member of the Global Strategy and Development Committee, and as an authorized representative under Rule 3.05 of the Hong Kong Stock Exchange due to changes in work arrangements. Mr. Wang Xiaowu has been appointed as a non-executive Director, a member of the Audit Committee, and a member of the Global Strategy and Development Committee. Mr. Yuan Junmin has resigned from the position of Financial Director due to changes in work arrangements. After Mr. Yuan's resignation, Mr. Yang Wen has been appointed as the Financial Director, effective January 23, 2025.
Express News | Hope Education - Yuan Junmin Resigned as Chief Financial Officer
Hong Kong stocks fluctuated | Education stocks surged in early trading, TIANLI INT HLDG (01773) rose nearly 6%, NEW ORIENTAL-S (09901) rose nearly 6%.
Education stocks rose broadly in early trading. As of the time of writing, TIANLI INT HLDG (01773) is up 5.9%, trading at 4.13 HKD; NEW ORIENTAL-S (09901) is up 3.8%, trading at 47.75 HKD; FENBI (02469) is up 2.87%, trading at 2.51 HKD; CHINA EAST EDU (00667) is up 1.97%, trading at 2.59 HKD.
XJ INTL HLDGS: Annual Report 2024
XJ International Hearing Against Winding Up Petition Set for April 17
XJ INTL HLDGS (01765.HK): The appeal hearing is scheduled for April 17, 2025.
On December 18, Gralonghui reported that XJ INTL HLDGS (01765.HK) announced details regarding (including) the petition for winding-up against the company, the application for a recognition order, the appointment of a financial adviser, the request to the High Court to withdraw the winding-up petition, and the appellant's notice of appeal submitted to the Court of Appeal regarding the High Court's winding-up petition withdrawal order issued on August 28, 2024. The appeal hearing is scheduled for April 17, 2025. The company will make further announcements at an appropriate time to inform its Shareholders and investors of any significant developments regarding the above matters.
Additional Considerations Required While Assessing XJ International Holdings' (HKG:1765) Strong Earnings
XJ International Appoints Chief Investment Officer
xj intl hldgs (01765.HK): Yang Wen has been appointed as Chief Investment Officer.
Glory Exchange reported on December 4 that xj intl hldgs (01765.HK) announced that starting from December 4, 2024, Yang Wen has been appointed as the Chief Investment Officer. He will primarily be responsible for managing the group's existing investment and financing portfolio, optimizing the group's capital structure, participating in significant capital operation work of the group, and conducting risk management and financial assessments. He will also be responsible for executing the group's investment strategy and providing advice on potential investment projects.
XJ International Reports Higher Fiscal 2024 Profit; Shares Up 10%
Express News | Xj International - FY Revenue RMB3,732.07 Mln