New Risk • Jun 21
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €81.5m (US$93.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Negative equity (-US$33m). Earnings have declined by 37% per year over the past 5 years. Minor Risk Market cap is less than US$100m (€81.5m market cap, or US$93.5m). Reported Earnings • Jun 12
First quarter 2026 earnings released: US$0.39 loss per share (vs US$0.25 loss in 1Q 2025) First quarter 2026 results: US$0.39 loss per share (further deteriorated from US$0.25 loss in 1Q 2025). Revenue: US$31.2m (up 71% from 1Q 2025). Net loss: US$2.32m (loss widened 58% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jun 12
51Talk Online Education Group to Report Q1, 2026 Results on Jun 12, 2026 51Talk Online Education Group announced that they will report Q1, 2026 results Pre-Market on Jun 12, 2026 Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Jimmy Y. Lai was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Mar 27
51Talk Online Education Group Provides Earnings Guidance for the First Quarter of 2026 51Talk Online Education Group provided earnings guidance for the first quarter of 2026. For the quarter, the Company currently expected net gross billings to be between USD 29.0 million and USD 31.0 million, which would represent a sequential decrease of 15.7% to 21.2% and an increase of approximately 32.2% to 41.4% from the same quarter in 2025. Annonce • Mar 25
51Talk Online Education Group to Report Q4, 2025 Results on Mar 27, 2026 51Talk Online Education Group announced that they will report Q4, 2025 results Pre-Market on Mar 27, 2026 Annonce • Mar 16
51Talk Launches Comprehensive Brand Refresh and Debuts New Character Toki 51Talk celebrated its 15th anniversary. The global one-on-one online English learning platform is entering a new stage of international growth with the launch of a comprehensive brand refresh. For learners and parents, the upgrade introduces a clearer and more intuitive visual identity, along with warmer, more engaging product interfaces designed to encourage active participation. Simplified layouts and IP-guided interactions across lessons aim to create a more supportive, interactive, and personalized learning experience for children. The refreshed global visual identity system is designed to deliver greater clarity, consistency, and cohesion across the company's brand identity. The upgrade aligns brand visuals, product interfaces, and communication touchpoints, creating a seamless and intuitive experience for families worldwide. At the heart of the refresh is Toki, 51Talk's new brand character and learning companion. More than a visual mascot, Toki embodies curiosity, confidence, and the courage to communicate. Integrated across product interfaces, online classrooms, and brand touchpoints, Toki helps create a warmer and more engaging learning environment for young learners. By guiding children through lessons and encouraging participation, Toki reinforces a sense of companionship throughout their English learning journey. The introduction of Toki reflects 51Talk's belief that effective one-on-one online English education combines a structured curriculum with emotional connection, enabling children not only to learn English but also to use it confidently in real-world communication. Through its one-on-one live online learning model, 51Talk ensures real-time interaction between teachers and students, emphasizing personalized guidance, immediate feedback, and meaningful communication as essential elements of effective language learning. Annonce • Dec 08
51Talk Online Education Group (NYSEAM:COE) announces an Equity Buyback for $10 million worth of its shares. 51Talk Online Education Group (NYSEAM:COE) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares. The Company expects to fund the repurchases out of its existing cash balance. The program will be valid till December 7, 2026. Annonce • Dec 04
51Talk Online Education Group to Report Q3, 2025 Results on Dec 08, 2025 51Talk Online Education Group announced that they will report Q3, 2025 results Pre-Market on Dec 08, 2025 Annonce • Sep 03
51Talk Online Education Group Provides Earnings Guidance for the Third Quarter of 2025 51Talk Online Education Group provided earnings guidance for the third quarter of 2025. For the quarter, the Company currently expects net gross billings to be between USD 36.5 million and USD 37.5 million, which would represent a sequential growth of 28.1% to 31.6% and an increase of approximately 84.6% to 89.7% from the same quarter last year. Annonce • Aug 29
51Talk Online Education Group to Report Q2, 2025 Results on Sep 03, 2025 51Talk Online Education Group announced that they will report Q2, 2025 results Pre-Market on Sep 03, 2025 Annonce • Jun 10
51Talk Online Education Group Provides Earnings Guidance for the Second Quarter of 2025 51Talk Online Education Group provided earnings guidance for the Second Quarter of 2025. For the quarter, the Company currently expects net gross billings to be between USD 24.5 million and USD 25.5 million,which would represent a sequential growth of 11.7% to 16.3% and an increase of approximately 54.4% to 60.7% from the same quarter last year. Annonce • Jun 05
51Talk Online Education Group to Report Q1, 2025 Results on Jun 09, 2025 51Talk Online Education Group announced that they will report Q1, 2025 results Pre-Market on Jun 09, 2025 Annonce • Mar 21
51Talk Online Education Group Provides Earnings Guidance for the First Quarter of 2025 51Talk Online Education Group provided earnings guidance for the first quarter of 2025. For the first quarter of 2025, the company currently expects net gross billings to be between USD 21.5 million and USD 22.0 million, which would represent a sequential growth of 0.5% to 2.9% and an increase of approximately 71.2% to 75.2% from the same quarter last year. Annonce • Mar 19
51Talk Online Education Group to Report Q4, 2024 Results on Mar 21, 2025 51Talk Online Education Group announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 21, 2025 Annonce • Dec 14
51Talk Online Education Group Provides Earnings Guidance for the Fourth Quarter of 2024 51Talk Online Education Group provided earnings guidance for the fourth quarter of 2024. For the period, the company expects net gross billings to be between $20.5 million and $21.0 million, which would represent a sequential growth of 3.7% to 6.2%. Annonce • Dec 12
51Talk Online Education Group to Report Q3, 2024 Results on Dec 13, 2024 51Talk Online Education Group announced that they will report Q3, 2024 results Pre-Market on Dec 13, 2024 Reported Earnings • Aug 25
Second quarter 2024 earnings released: US$0.22 loss per share (vs US$0.51 loss in 2Q 2023) Second quarter 2024 results: US$0.22 loss per share (improved from US$0.51 loss in 2Q 2023). Revenue: US$11.0m (up 75% from 2Q 2023). Net loss: US$1.25m (loss narrowed 57% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Annonce • Aug 23
51Talk Online Education Group Provides Earnings Guidance for the Third Quarter of 2024 51Talk Online Education Group provided earnings guidance for the third quarter of 2024. For the period, the company expects net gross billings to be between $17.0 million and $18.0 million, which would represent a sequential growth of 7.2% to 13.5%. Annonce • Aug 22
51Talk Online Education Group to Report Q2, 2024 Results on Aug 23, 2024 51Talk Online Education Group announced that they will report Q2, 2024 results Pre-Market on Aug 23, 2024 New Risk • Jun 19
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Negative equity (-US$12m). Minor Risk Market cap is less than US$100m (€49.5m market cap, or US$53.2m). Reported Earnings • Jun 14
First quarter 2024 earnings released: US$0.65 loss per share (vs US$0.42 loss in 1Q 2023) First quarter 2024 results: US$0.65 loss per share (further deteriorated from US$0.42 loss in 1Q 2023). Revenue: US$9.45m (up 70% from 1Q 2023). Net loss: US$3.72m (loss widened 55% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance. Annonce • Jun 13
51Talk Online Education Group Provides Earnings Guidance for the Second Quarter of 2024 51Talk Online Education Group provided earnings guidance for the second quarter of 2024. For the period, the company expects net gross billings to be between $13.5 million and $14.0 million, which would represent a sequential growth of 7.5% to 11.5%. Annonce • May 31
51Talk Online Education Group Announces Change to Board Composition 51Talk Online Education Group announced that its board of directors has appointed Mr. Jimmy Lai as an independent director, effective June 1, 2024. Mr. Jimmy Lai will also serve as a member and chairman of the audit committee of the Board, a member of the compensation committee of the Board, and a member of the nominating and corporate governance committee of the Board. Effective May 31, 2024, Mr. Shengwen (Roy) Rong resigned as a director of the Company for personal reasons and stepped down as a member and chairman of the audit committee of the Board, a member of the compensation committee of the Board, and a member of the nominating and corporate governance committee of the Board. The resignation of Mr. Shengwen (Roy) Rong did not result from any dispute or disagreement with the Company or the Board on any matter relating to the Company's operations, policies or practices. Mr. Lai currently serves as the chief financial officer of Kneron, a leading provider of full stack edge AI solutions company. Mr. Lai also serves as an independent director of several NYSE-listed companies, including Zepp Corporation and FinVolution Group. Mr. Lai served as the chief financial officer of 51Talk from June 2015 to December 2018. Prior to joining 51Talk in 2015, Mr. Lai served as the chief financial officer for several companies, including Chukong Technologies Corp., a leading mobile entertainment platform company in China, from 2013 to 2015, Gamewave Corporation, a leading webgame company in China, from 2011 to 2013, Daqo New Energy Corp., an NYSE-listed company and a leading polysilicon manufacturer based in China, from 2009 to 2011, Linktone Ltd., a Nasdaq-listed company and a leading provider of wireless interactive entertainment services to consumers in China, from 2008 to 2009 and Palm Commerce Holdings, a leading information technology solution provider for the China lottery industry, from 2006 to 2008. Prior to that, Mr. Lai served as an associate vice president of investor relations at Semiconductor Manufacturing International Corporation, a company listed on the NYSE and the Main Board of the Hong Kong Stock Exchange, from 2002 to 2006, and as a controller and director of financial planning at AMX Corporation from 1997 to 2001. Mr. Lai received his MBA from the University of Texas at Dallas and his bachelor's degree in statistics from the National Cheng Kung University in Taiwan. Mr. Lai is a certified public accountant licensed in the State of Texas. New Risk • Apr 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$7.1m). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (€35.8m market cap, or US$38.5m). Reported Earnings • Mar 24
Full year 2023 earnings released: US$2.46 loss per share (vs US$2.30 loss in FY 2022) Full year 2023 results: US$2.46 loss per share (further deteriorated from US$2.30 loss in FY 2022). Revenue: US$27.3m (up 81% from FY 2022). Net loss: US$14.0m (loss widened 8.8% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance. Annonce • Mar 23
51Talk Online Education Group Provides Earnings Guidance for the First Quarter of 2024 51Talk Online Education Group provided earnings guidance for the first quarter of 2024. For the period, the company expects net gross billings to be between USD 11.5 million and USD 12.0 million,which would represent a sequential growth of 3.6% to 8.1% and an increase of approximately 43.8% to 50.0% from the same quarter last year. Annonce • Mar 21
51Talk Online Education Group to Report Q4, 2023 Results on Mar 22, 2024 51Talk Online Education Group announced that they will report Q4, 2023 results Pre-Market on Mar 22, 2024 Reported Earnings • Dec 19
Third quarter 2023 earnings released: US$0.68 loss per share (vs US$0.43 loss in 3Q 2022) Third quarter 2023 results: US$0.68 loss per share (further deteriorated from US$0.43 loss in 3Q 2022). Revenue: US$7.83m (up 62% from 3Q 2022). Net loss: US$3.86m (loss widened 61% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance. Annonce • Dec 14
51Talk Online Education Group to Report Q3, 2023 Results on Dec 18, 2023 51Talk Online Education Group announced that they will report Q3, 2023 results Pre-Market on Dec 18, 2023 Recent Insider Transactions • Nov 30
Founder recently bought €271k worth of stock On the 21st of November, Jiajia Huang bought around 38k shares on-market at roughly €7.22 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jiajia has been a buyer over the last 12 months, purchasing a net total of €663k worth in shares. Reported Earnings • Aug 27
Second quarter 2023 earnings released: US$0.51 loss per share (vs US$0.82 loss in 2Q 2022) Second quarter 2023 results: US$0.51 loss per share (improved from US$0.82 loss in 2Q 2022). Revenue: US$6.26m (up 78% from 2Q 2022). Net loss: US$2.90m (loss narrowed 37% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance. Annonce • Aug 24
51Talk Online Education Group to Report Q2, 2023 Results on Aug 25, 2023 51Talk Online Education Group announced that they will report Q2, 2023 results Pre-Market on Aug 25, 2023 Reported Earnings • Mar 30
Full year 2022 earnings released: US$2.30 loss per share (vs US$3.47 profit in FY 2021) Full year 2022 results: US$2.30 loss per share (down from US$3.47 profit in FY 2021). Revenue: US$15.0m (down 96% from FY 2021). Net loss: US$12.8m (down 168% from profit in FY 2021). Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Roy Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 09
Investor sentiment improved over the past week After last week's 16% share price gain to €1.92, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 19x in the Consumer Services industry in Europe. Total loss to shareholders of 70% over the past three years. Reported Earnings • Sep 01
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: US$3.53m (down 96% from 2Q 2021). Net loss: US$4.60m (loss widened 10.0% from 2Q 2021). Over the next year, revenue is expected to shrink by 85% compared to a 23% growth forecast for the Consumer Services industry in Germany. Annonce • Aug 31
China Online Education Group Announces CFO Changes China Online Education Group announced that Mr. Min Xu, Chief Financial Officer, has resigned for personal reasons and his last day with the Company will be September 30th, 2022. Ms. Chun Tang, Vice President of Finance of the Company, will assume the role of Chief Financial Officer starting on October 1st, 2022. Ms. Tang has served in roles of Finance Director, Senior Finance Director, and Vice President of Finance since she joined the Company in 2014 and played an instrumental role in the Company's successful IPO completed in June 2016. Previously, Ms. Tang served as Senior Financial Analyst in Google's Beijing office from 2007 to 2014. Earlier in her career, Ms. Tang served as Senior Financial Analyst with Novo Nordisk, a CSE-listed world leading pharmaceutical manufacturer, Finance Manager with Beijing City International School, and Senior Auditor with PricewaterhouseCoopers Zhong Tian LLP. Ms. Tang received a Master of Arts degree in western accounting from The Central University of Finance and Economics and a Bachelor of Arts degree in accounting from Northeastern University in Shenyang China. Annonce • Aug 26
China Online Education Group to Report Q2, 2022 Results on Aug 30, 2022 China Online Education Group announced that they will report Q2, 2022 results Pre-Market on Aug 30, 2022 Annonce • Aug 09
China Online Education Group, Annual General Meeting, Sep 30, 2022 China Online Education Group, Annual General Meeting, Sep 30, 2022, at 10:00 China Standard Time. Location: Torino Meeting Room, 3rd Floor Deshi Building South,Shangdi Street, Haidian District Beijing 100085,People's Republic of China Beijing China Agenda: To consider, and if thought fit, approve the change of the Company's legal name from "China Online Education Group" to "51Talk Online Education Group." The proposed name change will not affect any rights of shareholders or the Company's operations and financial position. Recent Insider Transactions • Jul 27
Founder recently bought €918k worth of stock On the 20th of July, Jiajia Huang bought around 631k shares on-market at roughly €1.45 per share. This was the largest purchase by an insider in the last 3 months. This was Jiajia's only on-market trade for the last 12 months. Reported Earnings • Jun 26
First quarter 2022 earnings released: US$0.95 loss per share (vs US$0.057 profit in 1Q 2021) First quarter 2022 results: US$0.95 loss per share (down from US$0.057 profit in 1Q 2021). Revenue: US$9.51m (down 90% from 1Q 2021). Net loss: US$21.2m (down US$22.4m from profit in 1Q 2021). Over the next year, revenue is expected to shrink by 39% compared to a 41% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings. Annonce • Jun 23
China Online Education Group to Report Q1, 2022 Results on Jun 24, 2022 China Online Education Group announced that they will report Q1, 2022 results Pre-Market on Jun 24, 2022 Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Roy Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Apr 12
China Online Education Group Announces Management Change China Online Education Group announced that Mr. Liming Zhang has tendered his resignation as the Company's Chief Operating Officer due to personal reasons. His last day with the Company will be May 15, 2022. The Company greatly appreciates Mr. Zhang's significant contributions to the management of the Company's operations as well as his role as the co-founder of the Company, and sincerely wishes his continued success in his future endeavors. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improved over the past week After last week's 20% share price gain to €1.28, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total loss to shareholders of 75% over the past three years. Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment deteriorated over the past week After last week's 28% share price decline to €1.07, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 15x in the Consumer Services industry in Europe. Total loss to shareholders of 81% over the past three years. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improved over the past week After last week's 88% share price gain to €1.36, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 15x in the Consumer Services industry in Europe. Total loss to shareholders of 76% over the past three years. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 16% share price gain to €1.02, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 16x in the Consumer Services industry in Europe. Total loss to shareholders of 84% over the past three years. Annonce • Dec 22
China Online Education Group Announces Receipt of NYSE Non-Compliance Letter China Online Education Group announced that it has received a letter dated December 20, 2021 (the "Letter") from the New York Stock Exchange (the "NYSE"), notifying the Company that it is below compliance standards due to the Company's total market capitalization and stockholders' equity. Pursuant to applicable NYSE continued listing standards, a company would be considered "below criteria" by the NYSE if its total market capitalization is less than $50 million over a 30 trading-day period and its stockholders' equity is less than $50 million. A review of the current financial condition of the Company by the NYSE shows that, as of December 17, 2021, the Company's 30 trading-day average market capitalization was approximately $39.3 million and its last reported stockholders' equity as of June 30, 2021 was approximately negative $134.2 million. Accordingly, the Company is now subject to the procedures as set forth in Sections 801 and 802 of the NYSE Listed Company Manual, and is required to respond within 90 days of the Letter with a business plan that demonstrates compliance with the continued listing standard within 18 months of receipt of the Letter. The business plan will be reviewed for final disposition by the Listings Operations Committee of the NYSE. Valuation Update With 7 Day Price Move • Dec 18
Investor sentiment deteriorated over the past week After last week's 20% share price decline to €1.07, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 14x in the Consumer Services industry in Europe. Total loss to shareholders of 77% over the past three years. Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €1.45, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 15x in the Consumer Services industry in Europe. Total loss to shareholders of 79% over the past three years. Valuation Update With 7 Day Price Move • Oct 07
Investor sentiment deteriorated over the past week After last week's 19% share price decline to €1.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total loss to shareholders of 74% over the past three years. Annonce • Oct 01
China Online Education Group Provides Financial Guidance for the Third Quarter of 2021 China Online Education Group provided financial guidance for the third quarter of 2021. For the third quarter of 2021, the company currently expects net revenues to be between RMB 550.0 million and RMB 555.0 million, which would represent an increase of approximately 2.1% to 3.1% from RMB 538.5 million for the same quarter last year. Reported Earnings • Sep 29
Second quarter 2021 earnings released The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: CN¥579.8m (up 18% from 2Q 2020). Net loss: CN¥27.0m (down 183% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €2.34, the stock trades at a forward P/E ratio of 77x. Average forward P/E is 18x in the Consumer Services industry in Europe. Total loss to shareholders of 68% over the past three years. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improved over the past week After last week's 24% share price gain to €2.80, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 17x in the Consumer Services industry in Europe. Total loss to shareholders of 62% over the past three years. Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥2.04, the stock trades at a trailing P/E ratio of 2.9x. Average forward P/E is 17x in the Consumer Services industry in Europe. Total loss to shareholders of 76% over the past three years. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment deteriorated over the past week After last week's 45% share price decline to CN¥3.34, the stock trades at a forward P/E ratio of 179x. Average forward P/E is 17x in the Consumer Services industry in Europe. Total loss to shareholders of 61% over the past three years. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improved over the past week After last week's 24% share price gain to CN¥9.20, the stock trades at a forward P/E ratio of 86x. Average forward P/E is 16x in the Consumer Services industry in Europe. Total loss to shareholders of 5.1% over the past three years. Valuation Update With 7 Day Price Move • May 24
Investor sentiment deteriorated over the past week After last week's 27% share price decline to CN¥11.00, the stock trades at a forward P/E ratio of 96x. Average forward P/E is 17x in the Consumer Services industry in Europe. Total returns to shareholders of 14% over the past three years. Executive Departure • May 20
Independent Director has left the company On the 11th of May, Chia-Hung Yang's tenure as Independent Director ended after 4.9 years in the role. We don't have any record of a personal shareholding under Chia-Hung's name. Chia-Hung is the only executive to leave the company over the last 12 months. Reported Earnings • May 18
First quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥2.43 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥600.4m (up 23% from 1Q 2020). Net income: CN¥8.02m (down 84% from 1Q 2020). Profit margin: 1.3% (down from 10% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Annonce • May 18
China Online Education Group Announces Revenue Guidance for the Second Quarter of 2021 China Online Education Group announced revenue guidance for the second quarter of 2021. For the quarter, the Company currently expects net revenues to be between RMB 597 million and RMB 603 million, which would represent an increase of approximately 21.0% to 22.2 % from RMB 493.5 million for the same quarter last year. Is New 90 Day High Low • Mar 13
New 90-day low: €18.50 The company is down 10.0% from its price of €20.60 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.79 per share. Analyst Estimate Surprise Post Earnings • Mar 07
Revenue beats expectations Revenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 21%, compared to a 8.6% growth forecast for the Consumer Services industry in Germany. Reported Earnings • Mar 07
Full year 2020 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.05b (up 39% from FY 2019). Net income: CN¥147.0m (up CN¥251.4m from FY 2019). Profit margin: 7.2% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Annonce • Mar 07
China Online Education Group (NYSE:COE) acquired Product Portfolio of GKIDS Inc. China Online Education Group (NYSE:COE) acquired Product Portfolio of GKIDS Inc. recently. Annonce • Feb 27
China Online Education Group to Report Q4, 2020 Results on Mar 05, 2021 China Online Education Group announced that they will report Q4, 2020 results Pre-Market on Mar 05, 2021 Analyst Estimate Surprise Post Earnings • Nov 25
Revenue beats expectations Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 125%, compared to a 7.5% growth forecast for the Consumer Services industry in Germany. Is New 90 Day High Low • Nov 24
New 90-day high: €22.60 The company is up 17% from its price of €19.30 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.27 per share. Annonce • Nov 17
China Online Education Group to Report Q3, 2020 Results on Nov 23, 2020 China Online Education Group announced that they will report Q3, 2020 results at 9:00 AM, China Standard Time on Nov 23, 2020 