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New Oriental Newsroom
New Oriental Stock Down on Q2 Earnings Lag, Revenue Beat
New Oriental Education & Technology Group Records 6.2% Higher Attributable Income in Fiscal Q2
This STMicroelectronics Analyst Turns Bearish; Here Are Top 5 Downgrades For Wednesday
New Oriental Education Price Target Cut to $44.00/Share From $79.00 by Macquarie
Express News | Morgan Stanley Downgrades New Oriental Education to Equal-Weight, Lowers Price Target to $52
New Oriental Education & Technology Group Second Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag
New Oriental Education Cut to Neutral From Overweight by JP Morgan
New Oriental Education Analyst Ratings
J.P. Morgan Downgrades New Oriental(EDU.US) to Hold Rating, Cuts Target Price to $50
BOCOM INTL: Gives EAST BUY a "Neutral" rating with a Target Price raised by 15.6 Hong Kong dollars.
BOCOM INTL released a research report stating that, considering the reduction in the number of shares, the Target Price for EAST BUY (01797) has been raised from HKD 14.9 to HKD 15.6, with a rating of "Neutral." The report mentioned that for the first half of the 2025 fiscal year ending November 30 last year, the revenue from continued Operation of EAST BUY fell by 9% year-on-year. Excluding the financial impact related to the sale of "Traveling with Glory," the adjusted Net income from continuing operations was 3.27 million RMB, with business adjustments affecting short-term financial performance. BOCOM INTL noted that a trend of operational recovery has been observed, with gross margin having returned to growth, and it is expected that EAST BUY will continue to focus on the future.
Overview of the Hong Kong Index on the 22nd: The Hang Seng fell by 1.6%, marking a decline after seven days, while New Oriental Education dropped by 24%.
On the 22nd, the Hong Kong market saw the Hang Seng Index, composed of 83 major stocks, decline by 327.78 points (1.63%) to 19,778.77 points. The China mainland stocks index (formerly known as the H-share index), composed of mainland enterprise stocks, fell by 143.74 points (1.96%) to 7,177.14 points, marking a drop for the first time in seven days. The trading volume amounted to 135.3 billion 17.2 million Hong Kong dollars (compared to 147.9 billion 84.7 million Hong Kong dollars on the 21st). There's a trend of increased caution among investors regarding the USA's trade policy.
New Oriental's Hong Kong stock plummeted after its net revenue forecast fell below expectations, resulting in multiple major institutions downgrading their ratings.
As of the midday close, NEW ORIENTAL-S fell by 25%, having at one point dropped over 30%, marking the largest intraday decline since July 2021. NEW ORIENTAL's US stocks fell 23% on Tuesday. The company previously announced that its expected net revenue for the third quarter was lower than estimates and was downgraded by several major firms. JPMorgan lowered NEW ORIENTAL's rating to neutral with a Target Price of 40 Hong Kong dollars. Macquarie downgraded NEW ORIENTAL's rating to underperform relative to the Large Cap, with a Target Price of 34.30 Hong Kong dollars. Morgan Stanley downgraded NEW ORIENTAL ADR's rating to equal weight with a Target Price of 52 US dollars.
Express News | New Oriental Education & Technology Group Inc : JP Morgan Cuts to Neutral From Overweight; Cuts Target Price to $50 From $85
Hong Kong Stock Afternoon Review | The Hang Seng Index dropped by 1.34% in the morning session, with New Oriental's sharp decline dragging down the blue-chip index.
EAST BUY's performance has dragged down New Oriental's stock price, with New Oriental plunging 23% in overnight U.S. stock trading.
A dramatic drop of 30%! New Oriental has faced a "performance slaughter," with EAST BUY losing nearly 100 million in the past six months after the departure of Dong Yuhui.
EAST BUY's stock price has already experienced a "knee cut."
Major bank rating | Morgan Stanley: Downgraded New Oriental's Target Price to 52 USD, rating lowered to 'In line with the market.'
Morgan Stanley issued a report stating that New Oriental's guidance for the third quarter of the 2025 fiscal year is weak, believing that uncertainty has increased for the third quarter and beyond. The bank believes that New Oriental's visibility for the 2026 fiscal year is limited, predicting that its core revenue will further slow to a year-on-year growth of 20%, with non-GAAP operating profit of 0.577 billion USD and non-GAAP net profit of 0.528 billion USD. The bank has lowered its earnings forecast for New Oriental's 2025 fiscal year by 18% and by 17% for the 2026 fiscal year, reflecting a downward adjustment in the core operating margin, which has been eroded by overseas and tourism business.
Behind the 30% drop: New Oriental's Earnings Reports triggered stock price fluctuations. Can it turn around in the future?
① In the first half of the fiscal year 2025, New Oriental saw significant overall performance growth, but why did profits decline in the second fiscal quarter? ② How do institutions view the future performance of New Oriental and EAST BUY?
【Brokerage Focus】BOCOM INTL maintains Buy rating for New Oriental (09901), indicating that the revenue for the second quarter of the 2025 fiscal year is slightly above expectations.
Jingwu Financial News | BOCOM INTL released a Research Report indicating that New Oriental (09901) experienced a 19% year-on-year increase in revenue for the second quarter of the 2025 fiscal year, slightly above the bank's and Bloomberg's market expectations. Excluding EAST BUY, the revenue from Education and cultural tourism increased by 31%, mainly driven by the strong growth of K9-related educational business, with an operating profit margin of 3.2%, optimizing by 12 basis points year-on-year. Traditional business contributed nearly 55% of revenue, while new business revenue maintained high growth, increasing by 43% year-on-year, accounting for 28% of total revenue, up 5 percentage points from the same period last year. The growth of non-subject training was mainly driven by enrollment, with quarterly enrollment increasing by 26% year-on-year to 0.994 million.
BofA Securities Maintains New Oriental(EDU.US) With Buy Rating, Cuts Target Price to $68.6
Hong Kong stocks fluctuating | NEW ORIENTAL-S (09901) opened nearly 15% lower, EAST BUY's performance has dragged down NEW ORIENTAL's stock price, with an overnight decline of 23% in NEW ORIENTAL on the US stock market.
Overnight, shares of NEW ORIENTAL (EDU.US) plummeted by 23% after earnings, and NEW ORIENTAL-S (09901) opened nearly 15% lower in the morning. As of the time of writing, it has dropped 14.99%, trading at 39.7 Hong Kong dollars, with a transaction volume of 0.6709 million Hong Kong dollars.