Strategy Note /

China: New Oriental's pivot from overregulated K-12 industry is worth a bet

  • EDU's share price had declined by 88% YTD as of Nov 22, resulting from China's crackdown on private education

  • At the same time, the company's leading position has been reinforced as small players are exiting the sector

  • The latest moves from the company's founder Yu Minghong and his backstory prove EDU is capable of overcoming adversity

Niko Yang
Niko Yang

Senior Analyst

26 November 2021
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