Behind the New Oriental Online 5 days: a number of overseas banks staged "Victory Battle", but Goldman Sachs rose to buy

In recent years, almost every round of markets, the market will have a leading leader with "Oriental". For example, Oriental Wealth from 2013 ~ 2015; Oriental Communications from 2018 to 2019; Oriental Cables from 2020 to 2021.

Recently, the "Oriental Selection" under New Oriental Online has detonated the "out of the circle" with the anchor bilingual live broadcast and knowledge. In the Hong Kong stock market, New Oriental Online (HK01797, a stock price of HK $ 25, and a market value of HK $ 25.018 billion) has also achieved a miracle that has risen by more than 10 times a month.

In the Hong Kong stock market dominated by foreign capital, this "Lightning Bull" in New Oriental Online has triggered a fierce game. According to the statistics of Choice, from June 9th to June 17th, that is, during this round of the company's stock price rose, including JP Morgan Chase, Morgan Stanley, Citibank, Bank of France, Bank of France, Deutsche Bank, Yingyou Securities, etc. Many overseas banks have greatly reduced their holdings on New Oriental Online. Among them, Morgan Stanley, who still holds 72.52 million shares on June 9, has almost realized the clearance reduction. The warehouse is large.

Many overseas travels are reduced to New Oriental Online

Recently, the "Oriental Selection" under New Oriental Online has quickly "out of the circle" with the anchor bilingual live broadcast and knowledge. Daily sales soared from 3.52 million yuan on June 9 to 62.573 million yuan on June 15th, becoming a new top flow of the Douyin platform.

According to the statistics of Soochow Securities, the main number of Oriental selection has recently increased significantly:

3.42 million on June 9 (annualized 1.25 billion), and 2.24 million viewers;

14.06 million on June 10 (annualized 5.1 billion), and the number of viewers was 9.06 million;

19.59 million (annualized 7.1 billion) on June 11, and 12.74 million viewers;

15 million on June 12 (annualized 4.9 billion), and the number of viewers was 11.11 million;

21.75 million (annualized 7.5 billion) on June 13, and 16.71 million viewers;

39.28 million (annualized 14.3 billion) on June 14, and 31.67 million viewers;

56.64 million on June 15th (annualized 20.7 billion), 43.58 million viewers;

On June 16th, 6.401 million (annualized 23.4 billion), and the number of viewers was 60.45 million.

The soaring sales also directly transmitted to the securities market -New Oriental Online achieved a miracle that increased by more than 10 times within a month. Especially from the five trading days from June 10th to June 16th, New Oriental Online increased more than two digits per day (the 5 days of the 5 days were 39.4%, 40%, 23.2%, 54.2%, 72.7%) Essence

As the leader of the Hong Kong stock education sector, New Oriental Online has a high proportion of overseas funds. According to CHOICE data statistics, 10 overseas banks including Morgan Chase, Morgan Stanley, Goldman Sachs, UBS, HSBC Bank, Citibank, Standard Chartered Bank, Bank of Paris, Deutsche Bank, Yingyou Securities, June 9th ~ On June 17, Morgan Chase, Morgan Stanley, Citibank, Bank of France, Bank of France, Deutsche Bank, and Yingli Securities have greatly reduced their holdings while the popularity of New Oriental has soared. Among them, Morgan Stanley, who holds 72.52 million shares on June 9, has almost achieved clearance reduction in just a few days. In addition, Morgan Chase, Citibank, Bank of France, Bank of France, Deutsche Bank, Yingda Securities and other institutions have also reduced their holdings of more than 50%.

It is worth noting that Morgan Stanley, who has realized the "victory and escape" on the New Oriental online, has maintained a high position of more than 70 million shares in about 70 million shares in the past year. During the period, the stock was also affected by nearly 70%from the end of last year to May this year.

On the other hand, Goldman Sachs, UBS, and Standard Chartered Banks chose to continue to increase their positions during the recent rise in New Oriental Online, of which Goldman Sachs's positions were large.

On June 9th, Goldman Sachs held only more than 10,000 shares for New Oriental Online. In fact, in the past year, Goldman Sachs's holdings of New Oriental Online are in a very low state. Swelling. However, during this round of rising, Goldman Sachs chose to chase -June 10 holding 71,700 shares, 71,700 shares on June 13, 149,600 shares held on June 14, and held on June 15 The shares of 353,000 shares, 594,600 shares held on June 16, soared on June 17 to New Oriental Online to 2.818 million shares.

A -share education sector follows a rebound

In the process of rapid rise in New Oriental Online, corresponding to the high -level "harvesting" of many overseas banks, "Beishui" chose a high position to increase the position.

Choice data shows that since June 13, the Shanghai -Shenzhen -Hong Kong Stock Connect's holding curve of New Oriental Online is vertically upward. The proportion increased from 18.06%on June 11 to 27.6%on June 17.

At the same time, after the rising round of New Oriental Online, the enthusiasm of the investment enthusiasm of the entire educational sector of A shares and Hong Kong stocks for a long time has also been detonated.

According to statistics from the Guoxin Securities Social Service team, on June 16th, in terms of A -share, Kodo Education, Dou Shen Education, ST Kaiyuan, Xueda Education, Zhonggong Education, Angli Education, Chuan Zhi Education, Meijim, Action Education, etc. Almost all the main education standards of the stocks soared; in terms of Hong Kong stocks, Tianli Education, New Oriental Online, Thinking of Music Education, Guangzheng Education, Huaxia Audiovisual Education, Excellent Education Group, Hope Education, China Oriental Education have also risen. From the perspective of the subdivided track, including all fields, from K12 to high faculty, it has completed the overall non -difference rebound of the sector. Regarding the comprehensive rebound of this education sector, the Guoxin Securities Social Service Team recently analyzed that the core factor was the stock price of the previous period that was affected by policies, and the market value was small, which was suitable for flexible funds. High faculty and education are supported by policies. Whether the K12 education industry has policies fine -tuning needs to be followed. On the whole, New Oriental has opened up a new idea of ​​education company transformation, but it is not easy to say whether it is universal. From the perspective of the reform of the college entrance examination and employment alone, some companies in A shares and Hong Kong stocks have industry highlights from the center line.

However, the rapid rebound of this round of Hong Kong stocks and A -share education sectors has shocked in the U.S. stock stocks. For example, this week, the education stocks in China Stocks New Oriental, Hero Future, Four Seasons Education, Shangde Institutions, Dane Education, Huafu Education, and Anbo Education have increased by 33%, 3.62%, 13.13%, 11%,-2.95, respectively. %, -10.14%, -38%. Among them, New Oriental, as the parent company of New Oriental Online, has recently performed significantly than New Oriental Online.

Green Huimei analysts told reporters today through WeChat that "New Oriental Online is the main body of 'Oriental Selection' and a subsidiary of New Oriental. Now the market mainly focuses on the" Oriental Selection "speculation. Therefore the company's."

Daily Economic News

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