G8 Education Ltd (GEM) – BUY
GEM’s first half calendar 2018 (1H18) highlighted that the current oversupply in the industry is not abating and
Analyst Research
Education Services
Analyst Research
IDP Education Ltd (IEL) – NEUTRAL
IDP Education (IEL) announced FY18 results with a revenue increase of +25% on a constant currency basis to
Analyst Research
Navitas Ltd (NVT) – NEUTRAL
Navitas (NVT) reported disappointing FY18 results in our view given the write-downs (but the results were largely in-line