Movement Alert|NEW ORIENTAL-S Falls 3.13% in Regular Trading, Post-Earnings Profit-Taking Continues Amid Broad Education Sector Weakness

Market Focus08-05

On August 5, NEW ORIENTAL-S declined 3.13% in regular trading, trading at 44.52 HKD/share, with turnover of approximately 87.06 million HKD. The stock extended its multi-day correction following a roughly 19% single-day surge triggered by its better-than-expected FY2026 earnings release on July 29.

The continued pullback was compounded by overnight weakness in its US-listed shares, which fell 4.20%, reinforcing selling momentum. On the fundamental side, NEW ORIENTAL reported FY2026 full-year net revenue of USD 5.661 billion, up 15.5% year-over-year, and attributable net income of USD 475 million, up 27.8%. Fourth-quarter net revenue reached USD 1.53 billion, a 23% increase, with net profit surging 775.8%. The company guided FY2027 revenue of USD 6.454 billion to USD 6.680 billion, representing 14%-18% growth, with the midpoint approximately 4.7% above consensus. Multiple investment banks including Goldman Sachs, CLSA, and Huatai Securities maintained Buy ratings with upwardly revised target prices.

Education services stocks were broadly weak, with ABLE DIGITAL down 4.59%, TIANLI INT HLDG down 1.33%, and FENBI down 1.39%, reflecting continued sector-wide selling pressure that weighed on sentiment.

(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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