News for China Education Group Holdings Limited (0839.HK)

China Education Group stock upgraded to Buy, citing positive growth outlook, attractive dividend yield, and favorable sector trends. Learn more on CEGHF stock here.

Key Takeaways: China Education Group’s profit fell in its latest fiscal year, despite growing revenue, due to a 390 million yuan goodwill impairment by one of its vocational colleges The leading vocational educator’s student enrollments are expected to keep growing steadily, boosted by favorable national policies By L

Key Takeaways: Hope Education terminated a nearly 2-year-old internal asset shuffle with no explanation Despite benefiting from supportive government policies, the vocational educator and its peers suffer from lack of investor interest By Edith Terry

Allocation and stock selection in Brazil and Georgia lead to fund outperformance in Q2 2023.

China Education Group’s revenue rose just 18% in the first half of its latest fiscal year, slowing from 28.9% growth a year earlier.

Key Takeaways: China Education Group’s revenue rose just 18% in the first half of its latest fiscal year, slowing from 28.9% growth a year earlier The company became China’s largest private educator using aggressive M&A, but has slowed down its pace of acquisitions in the last two years By Molly Wen

A weaker inflationary impulse combined with the rapid reversal of China’s Zero-Covid policy set up a favorable environment for the outperformance of emerging markets stocks.

China Education Group’s revenue rose 29% in its latest fiscal year, while its profit was up by a similar 31.5% on favorable policy and economic conditions.

The VanEck Emerging Markets Fund returned -12.56% during the second quarter of 2022, driven primarily by a clear regime shift from inflation to growth concerns and weakening global demand.