New Oriental Ownership
| EDU Stock | USD 77.08 12.51 13.96% |
Shares in Circulation | First Issued 2006-09-30 | Previous Quarter 166.9 M | Current Value 167 M | Avarage Shares Outstanding 201.2 M | Quarterly Volatility 258.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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New Stock Ownership Analysis
About 42.0% of the company shares are held by institutions such as insurance companies. The book value of New Oriental was currently reported as 23.14. The company has Price/Earnings To Growth (PEG) ratio of 0.86. New Oriental Education last dividend was issued on the 1st of September 2017. The entity had 1:10 split on the 8th of April 2022. New Oriental Education Technology Group Inc. provides private educational services under the New Oriental brand in the Peoples Republic of China. The company was founded in 1993 and is headquartered in Beijing, the Peoples Republic of China. New Oriental operates under Education Training Services classification in the United States and is traded on New York Stock Exchange. It employs 46653 people. To learn more about New Oriental Education call Chenggang Zhou at 86 10 6090 8000 or check out https://www.neworiental.org.Besides selling stocks to institutional investors, New Oriental also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different New Oriental's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align New Oriental's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
New Oriental Quarterly Liabilities And Stockholders Equity |
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Roughly 2.0% of New Oriental Education are currently held by insiders. Unlike New Oriental's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against New Oriental's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of New Oriental's insider trades
New Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as New Oriental is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading New Oriental Education backward and forwards among themselves. New Oriental's institutional investor refers to the entity that pools money to purchase New Oriental's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Cederberg Capital Limited | 2023-12-31 | 1.4 M | Keywise Capital Management (hk) Ltd | 2023-12-31 | 1.4 M | Yiheng Capital Llc | 2023-12-31 | 1.3 M | Alkeon Capital Management, Llc | 2023-12-31 | 1.2 M | Sylebra Hk Co Ltd | 2023-09-30 | 1.1 M | Fidelity International Ltd | 2023-12-31 | 969.2 K | Ninety One Uk Limited | 2023-12-31 | 885.7 K | Marshall Wace Asset Management Ltd | 2023-12-31 | 863.8 K | Ubs Group Ag | 2023-12-31 | 862.9 K | Fmr Inc | 2023-12-31 | 5.9 M | Goldman Sachs Group Inc | 2023-12-31 | 4.7 M |
New Oriental Corporate Filings
6K | 24th of April 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 9th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 7th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 25th of September 2023 Other Reports | ViewVerify |
Pair Trading with New Oriental
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if New Oriental position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in New Oriental will appreciate offsetting losses from the drop in the long position's value.Moving against New Stock
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The ability to find closely correlated positions to New Oriental could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace New Oriental when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back New Oriental - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling New Oriental Education to buy it.
The correlation of New Oriental is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as New Oriental moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if New Oriental Education moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for New Oriental can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in New Oriental Education. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the New Oriental Education information on this page should be used as a complementary analysis to other New Oriental's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
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When running New Oriental's price analysis, check to measure New Oriental's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy New Oriental is operating at the current time. Most of New Oriental's value examination focuses on studying past and present price action to predict the probability of New Oriental's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move New Oriental's price. Additionally, you may evaluate how the addition of New Oriental to your portfolios can decrease your overall portfolio volatility.
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Is New Oriental's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of New Oriental. If investors know New will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about New Oriental listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.577 | Earnings Share 1.8 | Revenue Per Share 21.628 | Quarterly Revenue Growth 0.363 | Return On Assets 0.0324 |
The market value of New Oriental Education is measured differently than its book value, which is the value of New that is recorded on the company's balance sheet. Investors also form their own opinion of New Oriental's value that differs from its market value or its book value, called intrinsic value, which is New Oriental's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because New Oriental's market value can be influenced by many factors that don't directly affect New Oriental's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between New Oriental's value and its price as these two are different measures arrived at by different means. Investors typically determine if New Oriental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, New Oriental's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.