Tianli's Turnaround Fails To Sway Crackdown-Burned Investors

Tianli International has successfully pivoted its business model after China's 2021 ban on for-profit K-12 tutoring, reporting 14% revenue growth and 21% profit increase in its latest half-year results. The company now focuses on providing educational services to schools and has embraced AI technology. However, investors remain skeptical, with the stock down 80% from pre-crackdown peaks despite positive fundamentals and a low P/E ratio of 6.5 compared to peers.

04/16/2026, 6:39 AM • Benzinga

New Oriental Regains Momentum As New Initiatives Pay Off

New Oriental Education has regained momentum following a government crackdown on K-12 tutoring, with operating profit tripling in Q2 FY2026. The company's new education initiatives and adult training businesses are driving growth, with revenue up 14.7% and operating profit surging 244.4%. Management raised full-year revenue guidance to $5.3-5.5 billion, and HSBC upgraded the stock to 'buy' with a $68 price target.

02/04/2026, 8:32 AM • Benzinga

East Buy Rides Into China's Instant Commerce War Zone

East Buy announced plans to build same-day delivery capabilities in its top 10 cities and trial instant commerce fulfillment in Beijing, Shanghai, and Guangzhou, entering the competitive instant commerce market dominated by Alibaba, JD.com, and Meituan. The company returned to profitability in the first half of its fiscal year with revenue growth of 5.7% year-on-year, driven by its private label business which now represents 53% of GMV. Stock rallied 14% on the announcement, though analysts note valuation concerns with a P/S ratio of 5.4.

01/30/2026, 10:55 AM • Benzinga

Why a Nearly $500 Million Bet on New Oriental Signals Conviction Amid a 13% Slide

Hong Kong-based First Beijing Investment increased its stake in New Oriental Education & Technology Group (EDU) by 2.23 million shares to $496.02 million, making it the fund's third-largest holding at 19.15% of its U.S. equity portfolio. Despite EDU's 13% decline over the past year, the investor's significant bet signals conviction that the market is underpricing the company's resilience, supported by solid operational metrics including 6.1% revenue growth and improving operating margins.

01/01/2026, 1:13 PM • The Motley Fool

After a 95% Crash, This China Education Stock Has Drawn a $35 Million Bet From One Institutional Investor

Singapore-based Serenity Capital Management increased its stake in New Oriental Education & Technology Group (EDU) by $21.6 million during Q3, bringing its total position to $34.9 million and making it the fund's fifth-largest holding. The investment signals confidence in the company's turnaround after a devastating 95% crash, as the education provider has successfully rebuilt its business around adult education and overseas test prep following China's tutoring crackdown.

12/19/2025, 3:10 PM • The Motley Fool

Reimagining Education: How AI Can Teach Kids to Think Again

As digital learning replaces traditional methods, AI could potentially enhance education by creating personalized learning companions that develop critical thinking, reasoning, and imagination in students, rather than simply providing instant answers.

10/13/2025, 1:00 PM • GlobeNewswire

Work In Progress: East Buy Reinvents Itself – Again

East Buy, formerly an online education company, pivoted to e-commerce after China's tutoring ban and is now struggling to rebuild its business model after losing its star livestreaming host, focusing on a private-label membership strategy.

08/27/2025, 12:20 PM • Benzinga

Why New Oriental Education & Technology Group Soared 13% Higher on Tuesday

New Oriental Education & Technology Group's stock surged over 13% after an analyst at J.P. Morgan upgraded the company to overweight and set a price target of $62 per share. The analyst cited the company's attractive valuation and improved prospects for fiscal 2026.

06/24/2025, 5:09 PM • The Motley Fool