New Oriental-S (09901.HK): Maintaining profit forecasts and rapid expansion brings long-term growth elasticity

Key investment events: FY24Q3's revenue was US$1.21 billion (yoy +60.1%), exceeding previous performance guidelines (US$1.07 to US$1.09 billion). All business lines grew across the board, and network expansion accelerated. Division of labor

東吳證券13:36

New Oriental-S (09901.HK): More focus on revenue trends and industry changes

The company released FY24Q3 financial report FY24Q3 (November 2023-February 24) revenue of $1.2 billion, up 60%; OP (operating profit) of 110 million, up 71%; non-GAA

天風證券Apr 28 16:21

New Oriental-S (9901.HK): The boom in quality education continues to put pressure on Oriental selection profits

Revenue exceeded expectations, profit growth slowed. The company released FY24Q3 results as of February 29, 2024. Q3 net revenue increased 60.1% year-on-year to US$1.21 billion, exceeding the previous quarter's guidance of 42% -45

華西證券Apr 28 00:00

New Oriental-S (09901.HK): Revenue continues to exceed the upper limit of the guideline, and selection drags down net profit to mother

Incident: According to the FY2024Q3 financial report, FY24Q3 achieved revenue of US$1,257 million, an increase of 60% over the previous year. The previous guidance was a 42%-45% increase, mainly due to new education businesses and Oriental selection of its own products and live streaming

方正證券Apr 26 19:36

Express News | The State Press and Publication Administration released approval information for domestic online games in April. NetEase's new game is listed

BreakingsApr 26 15:12

New Oriental-S (9901.HK) FY2024 Third Quarterly Report Review: Revenue Exceeding Expectations, Profit Disturbed by Multiple Short-Term Factors

Incident: On the evening of April 24, New Oriental released its three-quarter report for the 2024 fiscal year. From December 2023 to February 2024, net revenue of US$1,207 million/yoy +60.1%, net profit to mother was zero

民生證券Apr 26 13:36