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BEDU Latest Report

Earnings AnalystMonday, Jan 27, 2025 9:17 am ET

1min read

BEDU -- EDUC --

Financial Performance

Boaisa (stock code: BEDU) recorded an operating revenue of RMB447.32 million on November 30, 2024, a year-on-year decrease of approximately 16.11% from RMB533.06 million on November 30, 2023. This significant decline indicates challenges in revenue generation, which may negatively impact the company's overall financial health and investment appeal.

Key Financial Data

1. The 16.11% decrease in operating revenue indicates potential issues in market competition and customer demand.

2. A significant reduction in marketing and sales expenses (from RMB125.59 million to RMB8.41 million) may directly affect the company's customer acquisition ability.

3. The absence of non-current operating income of RMB1.599 million in 2024, compared to its contribution in 2023, further weakened the operating revenue.

4. The Company's revenue in the first fiscal quarter of 2024 was RMB573 million, up 7.6% year-on-year, showing potential growth in some businesses.

Industry Comparison

1. Overall industry analysis: The education industry as a whole faces transformational pressures, especially traditional educational institutions' challenges in adapting to online education trends, leading to a lack of overall revenue growth.

2. Peer evaluation analysis: The significant decline in operating revenue of Boaisa reflects its shortcomings in market adaptability and innovation, warranting attention to its competitive position in the industry.

Summary

The significant decline in Boaisa's operating revenue is mainly affected by intensified market competition, changing customer demands, and internal marketing strategy adjustments. Although the Company has seen growth in overseas schools, its overall financial situation requires caution.

Opportunities

1. Strengthening the expansion of overseas school businesses may bring new revenue growth points for the Company.

2. Through technological innovation and personalized demand enhancement, Boaisa can reform its educational products to meet market demands.

3. The Company can adjust its strategy to regain market share by taking advantage of the gradual clarity of industry policies.

Risks

1. A competitive market environment may lead to further loss of market share for Boaisa.

2. Uncertainty brought by policy changes may affect the Company's long-term development strategy.

3. A significant reduction in marketing expenses may lead to a decrease in customer acquisition ability, affecting future revenue growth.

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