New Oriental
About: New Oriental is a prominent private education provider in China, offering a wide array of educational services. These include overseas test preparation, consulting services, high school academic tutoring, nonacademic tutoring, and intelligent learning systems and devices. Additionally, the company holds a 57% ownership stake in East Buy, a leading player in the livestreaming e-commerce market.
Employees: 75,005
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
32% more call options, than puts
Call options by funds: $47.4M | Put options by funds: $35.9M
0.02% more ownership
Funds ownership: 3.91% [Q3] → 3.93% (+0.02%) [Q4]
6% less funds holding
Funds holding: 213 [Q3] → 201 (-12) [Q4]
15% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 54
15% less capital invested
Capital invested by funds: $4.85B [Q3] → $4.13B (-$719M) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 23 [Q3] → 19 (-4) [Q4]
30% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 76
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Citigroup Michelle Fang 0% 1-year accuracy 0 / 2 met price target | 1%downside $50 | Neutral Downgraded | 24 Jan 2025 |
Morgan Stanley Eddy Wang 0% 1-year accuracy 0 / 1 met price target | 3%upside $52 | Equal-Weight Downgraded | 22 Jan 2025 |
Macquarie Linda Huang 50% 1-year accuracy 1 / 2 met price target | 13%downside $44 | Underperform Downgraded | 22 Jan 2025 |
JP Morgan DS Kim 0 / 0 met price target | 1%downside $50 | Neutral Downgraded | 22 Jan 2025 |
Financial journalist opinion









