Movement Alert|New Oriental Rises 3.85% in Regular Trading, Education Stocks Rally on Summer Peak Season Expectations

Market Focus07-02

On July 2, New Oriental-S rose 3.85% in regular trading, trading at 36.96 HKD/share, with turnover of approximately 34.87 million HKD. The stock's advance comes amid a broad rally in the education services sector as the summer consumption peak season drives renewed investor interest.

The education sector has benefited from approaching summer demand, a traditionally strong period for training and enrollment. Recent central policy explicitly mentioned supporting education and training consumption, while securities analysts noted that most listed education companies are expected to sustain growth during the summer period, with sector prosperity clearly confirmed. Within the Education Services sector, FENBI rose 6.17%, China East Education gained 4.37%, and Tianli International Holdings added 0.9%.

Fundamentally, New Oriental reported fiscal Q3 revenue of $1.42 billion, up 20% year-over-year, with adjusted net profit surging 34.3%. Management raised full-year revenue guidance to 13%-14% growth, and multiple brokerages maintain buy ratings with target prices well above current levels, citing K9 business growth exceeding 20% and margin expansion potential driven by AI-enabled cost savings and business restructuring.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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