Is bull run is coming again to mainland EDU-Tech Sector
It is believed that the incident must be$Koolearn Technology(01797.HK)$Let the stock market explode. We don't think the new buyer is buying (01797.HK) $, but now the valuation is relatively high. These days, the stock market of Xin Fang is crazy, linked to the education board, and they are also busy together. Topics such as "Yu Minhong's anchorman" also appeared on the search list. I think there are the following reasons why the new customers are suddenly shut down: first, the head-to-head contacts in the field of live broadcasting have disappeared; second, Zhen Huan has been groping for some time before, and now the industry is almost running in. Through this explosion, it is clear that a balance has been found in the new client model. The third is the boost from the capital. When I read the news on the news, I found that other people thought that this time the new buyer was loved by the brand because it picked up the goods and consumers. Instead of letting users learn in a uniform way, they interact with users by means of English teaching and so on.
I personally express my gratitude to Xinfang and Yu Minhong for their self-help in the face of adversity, but if I stand on the stand of shareholders, I will think that this is a way from emotional explosion to increased concern, to strong strength and then to a sharp rise in stocks, and finally the situation continues to explode. This is a positive trend. I think there may be a backlash from the new parties, but not now. When investors in speculators get cold, when people start to look forward to the future of the new investors, will the tide of stocks go down?
Therefore, I think that the current riots on the new side cannot successfully change the model of the new party, and it can only be regarded as a start, and it will take time to verify the results. At present, there is nothing wrong with speculation on the tip of the wave, and the real results can only be achieved when the temperature is down. The new company's self-rescue is positive, and it is believed that many enterprises in difficulties have been greatly launched. However, with regard to the shares of the new parties, I will not participate in them at any time, and we will keep our expectations as the main ones.
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