Added to YB: 2026-06-16
Pitch date: 2026-06-13
215200.KQ [bullish]
MegaStudyEdu Co. Ltd
-0.87%
current return
Author Info
No bio for this author
Company Info
MegaStudyEdu Co. Ltd. provides online and offline educational services primarily in South Korea. It engages in the provision of online education academy, education information, entrance examination consulting, offline school direct management, education-related database, publishing services, etc.
Market Cap
KRW 418.3B
Pitch Price
KRW 40.4K
Price Target
125.0K (+212%)
Dividend
N/A
EV/EBITDA
1.73
P/E
4.89
EV/Sales
0.38
Sector
Diversified Consumer Services
Category
value
MegaStudyEdu: Why South Korea's top private educator can be a 3x
215200.KQ (new position): South Korea's top private educator at 4x NTM P/E, 12% capital return yield (8% div). Market prices structural decline, but industry grows 4% p.a. on rising participation/spend per student; 2025 -6% dip cyclical. Neulbom School threat halted. Catalysts: Dalton activist, potential PE sale. Target KRW125k (3x), ~35-57% IRR. Risks: EBSi, regulation, AI.
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