NEW ORIENTAL-S(09901.HK)

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New Oriental Education & Technology Group (N1U0) Gets a Buy from China Merchants Securities

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CMSI Raises NEW ORIENTAL TP to USD79 on Operational Optimization Driving Steady Growth

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CLSA Reaffirms Their Buy Rating on New Oriental Education & Technology Group (N1U0)

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Xiaomi fires off 4 MiMo LLM releases; TSM puts ASML's newest litho tool on hold | Daily News Recap

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EDU (Trans): Mktg. spend optimization is another driver of future margin expansion

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EDU: Study-Abroad Stumble, Enrichment Profits; Steadies Again

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New Oriental Q3 FY26 First Take: Q3 results were solid, topping management’s typically cautious guide, while ex-FX growth moderated slightly QoQ. Within the mix, Oriental Selected likely came in better, and core education tracked in line. Overall, the print was marginally above BBG expectations. Since the company’s preview over the past month, top houses have raised estimates, so the BBG consensus shown below is lagging; the actual result is basically inline. 1) Overall: Total revenue grew 20% YoY. FX tailwinds contributed 6–7ppt by Dolphin Research’s estimate, implying ~13% organic growth; sequentially roughly flat, though last year’s Q3 base was not high. Details to be confirmed on the call. By segment, core education rose 14% YoY, while live e-com and other businesses were up an estimated ~60%. Oriental Selected’s new leadership is guiding the business out of the past two years’ turbulence by lifting the share of self-operated e-com to build core members and expanding culture-tourism sales on live platforms, re-accelerating growth. 2) Core education: (1) K-12 new businesses grew 23% YoY and remain the main growth driver. Management has expressed confidence in 15%–20% growth for FY27; since Q4 last year, issuance of quality-education training licenses has slowed, suggesting marginal competition is unlikely to intensify, a clear positive for incumbent New Oriental. (2) The overseas study segment is facing Intl environment headwinds. Consulting likely remains pressured, but test-prep grew 7%; overall flat to LSD growth. (3) Adult English grew 14.5% YoY. High-school subjects are also tracking ~15% steady growth (to be confirmed on the call). 3) Shareholder returns: Of the $300mn 1-year buyback announced last Oct., roughly half has been completed; at this pace it should be fully utilized by expiry. The $190mn dividend is being paid in two tranches as planned. On a $8.9bn mkt cap at yesterday’s close, the shareholder yield is ~5.5%, a solid mid-to-high level among U.S.-listed China ADRs. $New Oriental EDU & Tech(EDU.US) $NEW ORIENTAL-S(09901.HK)

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Update: New Oriental Education Fiscal Q3 Adjusted Earnings, Revenue Rise; Fiscal 2026 Sales Outlook Increased

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