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<Research>CMSI Upbeat on CN Educators' AI Innovation and Defensive Growth; Top Picks Duolingo, New Oriental
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CMSI released its 1Q26 outlook for the education sector, believing that the sector's prospects are promising, steered by both AI technology innovation and defensive growth. It listed Duolingo (DUOL.US) and New Oriental (EDU.US) as its top picks, maintaining an Overweight on both and reiterating its target prices of US$347 and US$70 for Duolingo and New Oriental, respectively. AI + education innovation continued, leading to a differentiated competitive landscape among market participants, said the broker. It believed that the integrated development of model capabilities, systematic content, emotional support, and generalized learning scenarios will be the future trend. Leading Chinese education and training companies continued to expand their market share by leveraging superior content, services, and capital advantages; growth and profitability improved simultaneously; shareholder returns were attractive, with yields ranging from 6% to 9%. The broker raised its target price for CHINA EAST EDU (00667.HK) from HK$7.5 to HK$8.7, maintaining an Overweight rating. It also raised its target price for EAST BUY (01797.HK) from HK$12.8 to HK$18, maintaining a Neutral rating. AASTOCKS Financial News Website: www.aastocks.com |
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