Episode 7 of Chinese Tech Demystified series covers the bull case for China Online Education (COE). This is a $558 million small cap that operates an online platform for teaching English in China. The company has carved a niche category leadership position for itself with industry leading profit margins and above +30% YoY revenue growth rate. The discussion walks through how the company is expanding into Tier 2 and 3 cities in China and how it’s differentiating itself on the product side, among other things. Full research note and slide deck attached below the video on JaguarMedia website.

 

Attachments: Slide Deck | Research Note