LCC Investment Research
Long only, research analyst, tech, growth at reasonable price

New Oriental Education With 27% Upside Potential

New Oriental Education (NYSE:EDU) is the largest and most recognized provider of private after school educational services in China. With 16 million student enrollments in 726 learning centers spreading out in 50 cities throughout China, EDU has positioned itself well for the growing consumer market in China. Projected by Deutsche Bank Research, the English training market and the number of Chinese students studying abroad have both been growing with 20% CAGR over the past five years, and the trend is likely to continue when Chinese household income and urbanization rates further increase in the near future. However, the market is not able to recognize the growth potential of the company and its improving profitability, which represents a 27%

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