On August 3, NEW ORIENTAL-S rose 3.4% in regular trading, trading at 46.88 HKD/share, with turnover of 69.43 million HKD. The stock stabilized and rebounded after pulling back over 7% in the previous session, which itself followed a roughly 19% surge driven by strong quarterly earnings.
On the news front, multiple investment banks have recently issued supportive research reports with upgraded target prices. Goldman Sachs raised its target price from 50 HKD to 55 HKD, maintaining a Buy rating, citing an extended valuation horizon into calendar year 2027. Huatai Securities maintained its Buy rating and adjusted its target price to 52.51 HKD based on 15x FY27 non-GAAP PE. CMBI raised its SOTP-based target to 90 USD, while Daiwa initiated with a Buy rating, noting that overseas business restructuring should support structural margin expansion.
Fundamentally, NEW ORIENTAL-S reported FY2026 Q4 net revenue of 1.53 billion USD, up 23% year-over-year, with full-year net profit of 475 million USD, up 27.8%. FY27 revenue guidance of 64.54-66.80 billion USD implies 14%-18% growth, with the midpoint approximately 4.7% above consensus. The company also announced plans to distribute approximately 300 million USD in cash dividends and a new share repurchase program of up to 200 million USD for FY27.
(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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