$Youdao(DAO)$ here's why I think at $8.80 it's a value find!
Why YOUDAO Is a Compelling Buy & What Fuels Its Business Model
1. Business Model – Multi‑Pronged & AI‑Driven
Three core segments: Learning Services, Smart Devices, Online Marketing Services
It's AI Subscriptions: A standout growth driver. AI‑powered services such as Youdao Dictionary and Interpreter subscriptions generated over RMB 200 million in sales in 2024—a 130% year-over-year leap + its SpaceOne dictionary pen
Technological Innovation with “AI Native” Strategy:
Youdao is embedding AI deeply across its offerings, leveraging proprietary large language models (Ziyue, DeepSeek‑R1) to power tutoring, translation, smart devices, and ad automation
2. Why is it compelling?
First ever full year profitability in 2024; strong retention metrics and "stick ability" In product suites, diversified revenue streams, strong backer-- NETEASE is the parent company.
More importantly, we saw how Duolingo has soared today, I think as part of the ripple effect, it will also benefit in the short term... In trading. I think the trend is our friend!
Long term wise, I like it for the potential listed above
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中国在线教育市场预计将大幅增长，预计2025年至2028年的复合年增长率为20.9%。这种增长得益于互联网普及率的提高、中产阶级人口的增加以及对终身学习的日益重视。
有道与这些市场趋势的一致使其在未来的增长中处于有利地位，有望扩大其产品线并改善其技术基础，以满足不断变化的消费者需求。
该公司将于今年8月14日公布收益。如果他们超出预期？这就是我们可以看到短期反弹的地方。我喜欢这只股票，但我也痛苦地意识到，如果我要从中赚钱，我会在8.68区域买入，从这里到9.60（花旗价格目标）应该有10%的上涨空间。，.作为长期持有，我们可能会看到价格上涨，但中国改变教育科技行业需要一段时间。