Professional
Added to YB: 2025-09-29
Pitch date: 2025-08-01
6169.HK [neutral]
China YuHua Education Corporation Limited
-1.92%
current return
Author Info
No bio for this author
Company Info
China YuHua Education Corporation Limited, together with its subsidiaries, provides education services in the People’s Republic of China and Thailand.
Market Cap
HKD 2.5B
Pitch Price
HKD 0.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.21
P/E
3.63
EV/Sales
0.71
Sector
Diversified Consumer Services
Category
value
Van Der Mandele Arar Fund Portfolio Holding: China YuHua Education Corporation Limited
6169.HK (holding update): Chinese private education co trading 5x earnings, dropping to 2.5x on 2025 projections after pivoting from banned K-9 to vocational education post-'Double Reduction' policy. Down -90% since 2021 despite remaining profitable. Key risk: CCP's Fifth Plenum 2H25 could expand education restrictions. Bull case: CCP unlikely to double down given economic focus, vocational education aligns with policy, extreme fear creates asymmetric upside opportunity.
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