65438+1On October 5th, New Oriental Online (HK 1797) closed up 2.3% to HK$ 5 1. 1 share, with a total market value of HK$ 51400 million.
Regarding the reasons for the proposed change of company name, the announcement said: As part of the re-evaluation of our business focus and strategic direction by the board of directors, we realize that our focus has shifted to live e-commerce and the long-term growth potential that this field can bring to the Group.
Our current name does not fully cover all the business lines and brands that are familiar to customers in our main operating places. We believe that the new English name and double foreign names can better reflect the development direction and future prospects of our existing business.
Therefore, the change of company name will better match the company's current and future business direction, enable us to better establish relations with current and future customers, promote the long-term brand building of the Group, and thus better create long-term value for shareholders. Therefore, the board of directors believes that the proposed change of company name is in the best interests of the company and its shareholders as a whole.
The annual increase is nearly 9 times, making it the "best" Hong Kong stock in 2022.
On February 30, 65438, Hong Kong stocks closed in 2022, and the top ten bull and bear stocks with market value exceeding HK$/kloc-0.00 billion were newly released. Among the top ten bull stocks, New Oriental Online won the championship with an annual increase of nearly 9 times; Since 202 1, the maximum retracement of the share price of New Oriental Online has reached 89.93%.
According to the Securities Times, the stock price rebound of New Oriental Online in 2022 was largely due to the fact that the live broadcast of its Oriental selection went out this year. The data shows that the number of fans of "Oriental Select" Tik Tok account has reached 29 1 10000, and the number of fans of "Oriental Select Self-operated Products" Tik Tok account has exceeded 100000, making it the fourth million-level fan account of Oriental Select. The accumulated GMV of Beautiful Life account exceeds 680 million yuan, and the accumulated GMV of Jinjin account has exceeded 30 million yuan since it was launched.
Soochow securities said that accounts such as Oriental Select, Beautiful Life and Jinjin Fenjiu continued to maintain positive and steady growth, and were optimistic about the certainty of the long-term growth of the New Oriental model. The bank predicts that e-commerce transactions on short video platforms will maintain high growth next year.
China Merchants Securities said that the expansion of the Oriental Select Category/Account Matrix, the development of self-operated products and anchor incubation will bring multiple opportunities to the company. It is estimated that GMV will reach 9 billion yuan in FY 2023 and will increase by 12% in FY 2024.
In addition, in addition to New Oriental Online, a number of teaching and training companies have entered the live e-commerce. Among them, Good Future applied for the registration of trademarks including "Learning and Thinking about New Selection", "Xiao Si YEATION" and "Learning and Thinking about You Xuan", and launched the live broadcast room of "Learning and Thinking about Excellent Products"; Gaotu also launched "Gaotu Good Things" in Tik Tok, trying to broadcast the commodity field live; Bean God Education has the selection of bean gods; Thinking music education has thinking music Go.
Yu: I will give myself 8 points in 2022.
June 5438 +20231October Yu Hongmin published many articles on Laoyu's personal micro-signal, expressing the development plan for 2023.
What should we do in 2023? "Yu said, let's think about how we can take the first step in 2023. Maybe as long as we work harder, this year will be a lucky year in our lives. In 2023, we may still face many uncertainties, but one thing is certain: everyone's environment is the same, and changes and opportunities can only come from yourself.
Time is a container. What do you want to put in it? "Yu said that he would give himself 8 points in 2022.
I detailed what I did in 2022:
First, there is no doubt that it has stabilized the development of New Oriental. No matter how it changes in 2022, New Oriental still has more than 50,000 employees in 2022. There is no arrears of wages and bonuses for employees, and no employees have been eliminated by New Oriental, but have entered a stable layout. More than 50,000 employees mean that more than 50,000 families work, live and grow together with New Oriental. At the same time, the businesses of New Oriental have also entered a stable state after the shock. Although it was difficult, everyone knows why, but after all, it survived and laid the foundation for future development.
Second, because of the choice of orientals. Oriental Select has achieved a leap-forward development from last year's 65438+February 28th, when the first fan bought the first order, to the end of this year. Now all my friends are broadcasting live on Hainan Island. Popularity has won the support of fans and friends, and of course it has brought a better development foundation to New Oriental. From a professional point of view, I think I have done two things. First, I have stabilized the development of New Oriental, and I have weathered the difficulties with more than 50,000 employees of New Oriental. Secondly, the development of oriental selection provides new opportunities.