$CHINA EDU GROUP(00839)$ with

$CHINA EDU GROUP(00839)$ with substantial financing denominated in USD, fed interest rate lowering would be a major driver to it's bottom line. business like universities & vocational schools has traditionally wins favor from the central gov. A combination of long term revenue visibility & lowering financing cost will allow company to repair it's balance sheet significantly & return value to investor via high dividends.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

ChloeKeynes
09-25
ChloeKeynes
That sounds like a solid investment thesis
Max87
09-26
Max87
do you want to know my #1 pick this year? *spoiler alert : not Baba or Tencent.
- Max87ReplyMax87:
  It returns roughly 18% this year even without taking capital appreciation into consideration. Dividend alone stands at abt 8% this year. Adding cherry on top is the fact that company has zero debt.
- Max87:
  This company owns the rights & trademark to multiple legendary consumer healthcare brand that has been through thick & thin with the chinese people
Max87
09-27
Max87
can anybody guess?

Leave a comment

102

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":353211963437264,"tweetId":"353211963437264","gmtCreate":1727240567493,"gmtModify":1727264292039,"author":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"authorIdStr":"3566067400555906","name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/00839\">$CHINA EDU GROUP(00839)$ </a> with substantial financing denominated in USD, fed interest rate lowering would be a major driver to it's bottom line. business like universities &amp; vocational schools has traditionally wins favor from the central gov. A combination of long term revenue visibility &amp; lowering financing cost will allow company to repair it's balance sheet significantly &amp; return value to investor via high dividends.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/00839\">$CHINA EDU GROUP(00839)$ </a> with substantial financing denominated in USD, fed interest rate lowering would be a major driver to it's bottom line. business like universities &amp; vocational schools has traditionally wins favor from the central gov. A combination of long term revenue visibility &amp; lowering financing cost will allow company to repair it's balance sheet significantly &amp; return value to investor via high dividends.&nbsp;</p></body></html>","text":"$CHINA EDU GROUP(00839)$ with substantial financing denominated in USD, fed interest rate lowering would be a major driver to it's bottom line. business like universities & vocational schools has traditionally wins favor from the central gov. A combination of long term revenue visibility & lowering financing cost will allow company to repair it's balance sheet significantly & return value to investor via high dividends.","highlighted":1,"essential":1,"paper":1,"likeSize":102,"commentSize":5,"repostSize":28,"favoriteSize":0,"link":"https://ttm.financial/post/353211963437264","repostId":0,"isVote":1,"tweetType":1,"viewCount":1110,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00839"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":360,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":353189636788264,"commentId":"353189636788264","gmtCreate":1727264721246,"gmtModify":1727333450577,"authorId":9000000000000654,"author":{"id":9000000000000654,"idStr":"9000000000000654","authorId":9000000000000654,"name":"ChloeKeynes","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353211963437264,"objectIdStr":"353211963437264","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"That sounds like a solid investment thesis","text":"That sounds like a solid investment thesis","html":"That sounds like a solid investment thesis","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":353565699363040,"commentId":"353565699363040","gmtCreate":1727357903462,"gmtModify":1727357908238,"authorId":3566067400555906,"author":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353211963437264,"objectIdStr":"353211963437264","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"do you want to know my #1 pick this year? *spoiler alert : not Baba or Tencent.","text":"do you want to know my #1 pick this year? *spoiler alert : not Baba or Tencent.","html":"do you want to know my #1 pick this year? *spoiler alert : not Baba or Tencent.","likeSize":0,"commentSize":2,"subComments":[{"id":353754862039048,"commentId":"353754862039048","gmtCreate":1727403989234,"gmtModify":1727403994074,"authorId":3566067400555906,"author":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3566067400555906,"repliedAuthor":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":353211963437264,"objectIdStr":"353211963437264","type":1,"supId":353565699363040,"supIdStr":"353565699363040","prevId":353747799765280,"prevIdStr":"353747799765280","content":"It returns roughly 18% this year even without taking capital appreciation into consideration. Dividend alone stands at abt 8% this year. Adding cherry on top is the fact that company has zero debt.","text":"It returns roughly 18% this year even without taking capital appreciation into consideration. Dividend alone stands at abt 8% this year. Adding cherry on top is the fact that company has zero debt.","html":"It returns roughly 18% this year even without taking capital appreciation into consideration. Dividend alone stands at abt 8% this year. Adding cherry on top is the fact that company has zero debt."},{"id":353747799765280,"commentId":"353747799765280","gmtCreate":1727403868230,"gmtModify":1727403963593,"authorId":3566067400555906,"author":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353211963437264,"objectIdStr":"353211963437264","type":1,"supId":353565699363040,"supIdStr":"353565699363040","prevId":0,"prevIdStr":"0","content":"This company owns the rights &amp; trademark to multiple legendary consumer healthcare brand that has been through thick &amp; thin with the chinese people","text":"This company owns the rights &amp; trademark to multiple legendary consumer healthcare brand that has been through thick &amp; thin with the chinese people","html":"This company owns the rights &amp; trademark to multiple legendary consumer healthcare brand that has been through thick &amp; thin with the chinese people"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":353754606624840,"commentId":"353754606624840","gmtCreate":1727404030482,"gmtModify":1727404035479,"authorId":3566067400555906,"author":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353211963437264,"objectIdStr":"353211963437264","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"can anybody guess?","text":"can anybody guess?","html":"can anybody guess?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353211963437264"}