Diversified Consumer Services

SISB Public Company Limited, or SISB, has announced it is moving ahead with the expansion of its seventh international school under a new brand called Marina Singapore International School in Pathum Thani province, with capacity for 1,200 seats. The school will target families in the Rangsit and Pathum Thani areas and broaden access to quality international education. It is expected to open in August 2027, with education delivered responsibly through curricula and activities aligned with sustainable development goals, and the company is confident it can generate long-term growth. Chief Executive Officer Yew Hock Kow, Chief Financial and Accounting Officer Sunantha Leelasangsai, and investor relations representative Supakorn Unhaphaiboon shared the information at an Analyst Meeting on second-quarter 2026 results held recently at the company.

SISB Public Company Limited, or SISB, has announced it will move ahead with the expansion of its 7th international school under a new brand called Marina Singapore International School in Pathum Thani province, with capacity for 1,200 students. The school will target families in the Rangsit and Pathum Thani areas in order to broaden access to quality international education. It is expected to open in August 2570 BE, and will deliver education responsibly through curricula and activities aligned with sustainable development goals. The company is confident it can generate long-term growth. These details were disclosed at an Analyst Meeting on its second-quarter 2569 BE operating results, held recently at the company, and attended by Chief Executive Officer Yew Hock Kow, Chief Financial Officer and Accounting Director Sunantha Leelasangsai, and Investor Relations Officer Supakorn Unhaphaiboon.

WEH successfully sold out its bond issue worth a total of 7,000 million baht, comprising four tranches of both general bonds and green bonds at Investment Grade level. Kiatnakin Phatra Securities acted as the underwriter, while Kiatnakin Phatra Bank served as the bond registrar and holder representative. The bonds were offered to institutional and high-net-worth investors and received a AAA rating with a stable outlook from TRIS Rating. Meanwhile, TPS launched the TALLI platform, a Thai-made AI built on the concept of unlocking AI for enterprises, enabling AI to access and use data within the rights, scope, and governance defined by each organization. It also serves as a gateway that helps organizations start using AI with their existing systems and data as efficiently as possible. SISB, for its part, is moving ahead with the expansion of its seventh international school under the new brand Marina Singapore International School in Pathum Thani Province, with capacity for 1,200 seats, targeting families in the Rangsit and Pathum Thani areas. It is expected to open in August 2570.

Supercell's Brawl Stars and Duolingo have debuted a global in-app face-off that brings their green mascots, the Duo Owl and Spike, into each other's worlds from September 19 through September 30. In Brawl Stars, Duo arrives as the game's latest boss, introducing a first-of-its-kind 20v1 Boss Fight mode set inside Duo's classroom, where players team up to defeat increasingly powerful versions of Duo while answering quizzes, with correct answers rewarded and wrong answers causing damage or elimination. Players can also join a community-wide event with daily assignments, completing a lesson each day and passing a final exam on the last day to unlock a reward. In Duolingo, Spike crosses over for a special limited-time streak-based Quest in which learners complete daily lessons to progress and unlock exclusive crossover rewards, including Spike in Brawl Stars. The collaboration follows weeks of the two brands trading jabs in comments, a feud that spilled into the streets and the skies. Brawl Stars, which has surpassed one billion lifetime downloads since its global launch in 2018, and Duolingo are both available on the App Store and Google Play.

DAOL Securities (Thailand) Public Company Limited has issued an analysis maintaining its "buy" recommendation on The Klinique Medical Clinic Public Company Limited, or KLINIQ, with a target price of 35.00 baht, based on a 2026 PER of 16 times. It kept its 2026 net profit forecast at 476 million baht, up 31% from the previous year, supported by revenue expected to grow 27% on branch expansion and same-store sales growth in the double digits, as well as a gross margin trending higher on product mix and more efficient cost control. The research team expects net profit in the second half of 2026 at 240 to 270 million baht, growing compared with the same period a year earlier and the first half. The company plans to open 10 additional branches in the third quarter of 2026 and another 3 branches in the fourth quarter of 2026. It has set a 2026 revenue target of 4.5 billion baht, up 27% from the previous year, and a net profit margin target of 11%. As for the surgical hospital investment plan, a long-term growth driver, contract details are currently being adjusted, with construction expected to begin immediately once the contract is completed, taking about 18 months to build. Initially, the investment budget is about 192 million baht for decoration work and the procurement of medical equipment. For 2027, DAOL expects KLINIQ to post a net profit of 578 million baht, up 22% from the previous year, on revenue expected to grow 20%.

The research team at Asia Plus Securities stated that Thailand's surgical and aesthetic industry is shifting from price competition toward quality, favoring large operators with strong brands, capital, and customer bases. Under this theme, the research team sees KLINIQ and MASTER as the main beneficiaries. KLINIQ stands out with its mid-to-upper customer base, multi-brand strategy, and network of more than 84 branches, while MASTER stands out in specialized surgery with high revenue per case and high margins, along with upside from the recovery of medical tourism. The research team estimates that profits in the second half for both stocks are likely to accelerate. KLINIQ is expected to post year-on-year profit growth in the third quarter of 2026 on double-digit same-store sales growth and a gross margin above 51 percent, while MASTER is expected to show a strong profit recovery from a low base last year after hospital revenue in July and August grew at a low single digit year on year, with the fourth quarter of 2026 being the high season. The research team maintains buy recommendations on KLINIQ and MASTER with fair values estimated at 34.00 baht and 12.00 baht, implying upside of 18 percent and 42 percent respectively, as share prices have not yet fully reflected the profit recovery in the second half of 2026.

Perdoceo Education said Monday it has entered into a definitive agreement to acquire 100% of the membership interests of South University Savannah from South University – Member. The company expects to complete the acquisition as early as April 2027, after which South will operate as a for-profit institution. Perdoceo expects to pay approximately $130 million to $140 million in cash at closing, after adjustments for cash, net working capital, and certain debt-like items agreed upon, based on South's balance sheet as of the beginning of April 2027, as well as indebtedness and Seller transaction expenses outstanding at closing. The consideration also includes $18 million of deferred consideration in installments over 24 months following closing and up to $56 million of earn-out payments tied to specified EBITDA thresholds for fiscal years 2027, 2028, and 2029. Perdoceo said it remains on track to achieve its full-year adjusted operating income outlook of $258 million to $263 million.

SISB Public Company Limited, or SISB, expressed confidence that its operating performance will continue to grow in the second half of the year following the second quarter of 2026. Chief Executive Officer Yew Hock Kow and Chief Financial Officer Sunanta Leelasangsai presented the information at an Earnings Call held on an online platform. The company stated that it will elevate the international curriculum of the group by integrating Artificial Intelligence Literacy into teaching and learning, while adjusting the Chinese Language curriculum to suit the current context, as well as providing University Counselling Services for further study at universities both domestically and abroad. The company is confident that its teaching quality, built over more than 25 years, will enable sustainable long-term growth. The event was held recently at the company.

SISB Public Company Limited, or SISB, has announced its goal of becoming a leader in quality, accessible education. Speaking at an Earnings Call for its second-quarter 2026 results, the company said its outlook for the second half of the year remains consistently positive. Chief Executive Officer Yew Hock Kow and Chief Financial Officer Sunantha Leelasangsai presented the information on an online platform. The company will upgrade its international curricula by integrating Artificial Intelligence Literacy into teaching and learning, by adapting its Chinese Language programme to suit the current context, and through University Counselling Services that guide students toward further study at universities both in Thailand and abroad. The company is confident that its more than 25 years of teaching quality will support sustainable long-term growth. The event was held recently at the company.

GULF announced a strategic partnership with Singtel Group to develop subsea cable infrastructure connecting Thailand and Singapore, aiming to elevate international connectivity and strengthen the digital infrastructure readiness of both countries. The collaboration also builds on existing capabilities to meet continuously rising demand for cloud services, artificial intelligence or AI, data centers, and digital services, while expanding business opportunities to create shared value and long-term growth. Meanwhile, SISB is confident of continued growth in the second half of the year and is upgrading its curriculum by integrating Artificial Intelligence Literacy into teaching, revising its Chinese language program, and adding educational guidance services for university admission both domestically and abroad. The company believes its more than 25 years of experience will drive sustainable long-term growth. Separately, SJWD plans to offer debentures to the general public with a total value of up to 1.5 billion baht, divided into a first tranche of 3-year debentures with a coupon of 2.85% per year, offered on September 18 and September 21-22, and a second tranche of 3-year 6-month digital debentures with a coupon of 2.95% per year, offered on September 18-22. The company is highlighting its record-breaking second-quarter 2026 results, with revenue and net profit at all-time highs, as a selling point.

SISB Public Company Limited, or SISB, has announced its goal of becoming a leader in quality, accessible education, stating at its Earnings Call for the second quarter of 2569 that the outlook for the second half of the year remains consistently positive. Chief Executive Officer Yew Hock Kow and Chief Financial Officer Sunantha Leelasangsai presented the information on an online platform. The company plans to upgrade the international curricula of its group by integrating Artificial Intelligence Literacy into teaching and learning, to adapt its Chinese Language curriculum to suit the current context, and to provide University Counselling Services for further study at universities both in Thailand and abroad. Management is confident that more than 25 years of teaching quality will enable the company to grow sustainably over the long term. The event was held recently at the company.

Skillsoft Corp. reported quarterly earnings of $1.17 per share, surpassing the Zacks Consensus Estimate of $0.83 per share and up from $0.92 per share a year ago, marking a surprise of +40.96%. Revenue for the quarter ended July 2026 came in at $98.25 million, missing the consensus estimate by 0.4% and down from $128.82 million in the prior-year period. The company has beaten EPS estimates in three of the last four quarters but topped revenue estimates only once. Skillsoft shares have declined about 28.3% year-to-date, while the S&P 500 has gained 12.1%. Looking ahead, the consensus EPS estimate for the coming quarter is $1.28 on $100.3 million in revenue, and for the current fiscal year it is $4.19 on $397.53 million in revenue. The company currently holds a Zacks Rank #3 (Hold), indicating expectations of performance in line with the market.

Nanjing University Environment's controlling shareholder plans to transfer no less than 15% of the company's total share capital through public solicitation of transferees by agreement. The completion of the transfer may lead to a change in the company's controlling shareholder and actual controller. Ben Chuan Intelligent plans for the company and its wholly owned subsidiary Zhuhai Shuohong to invest a total of no more than 3 billion yuan to expand high-end PCB capacity in Nanjing and Zhuhai. The Nanjing project has a planned total investment of about 2 billion yuan to build an industrial project with annual output of 1.5 million square meters of AI computing high-multilayer and high-order HDI circuit boards. The Zhuhai project plans to invest no more than 1 billion yuan to implement the Zhuhai Shuohong Phase II multilayer high-end interconnect products South China intelligent manufacturing base project. In addition, Zhifei Biological's controlling subsidiary Chongqing Chen'an Biopharmaceutical Co., Ltd. has had its application for production registration of semaglutide injection accepted by the National Medical Products Administration. Changgao Electric's four subsidiaries won a total of 299 million yuan in State Grid bidding, accounting for 17.96% of the company's 2025 consolidated operating revenue. Zhou Jinyi, a person acting in concert with the controlling shareholder of Asia-Pacific Technology, plans to increase his shareholding in the company by no less than 50 million yuan and no more than 100 million yuan. Guangyi Investment, a person acting in concert with the actual controller of Hangzhou Kelin, plans to increase its shareholding in the company by no less than 25 million yuan and no more than 50 million yuan. Yuwell Medical plans to repurchase company shares worth no less than 200 million yuan and no more than 400 million yuan.

KLINIQ or The Clinic Clinic Medical Company Public Company Limited has raised its full-year 2026 revenue target from 4.15 billion baht to 4.50 billion baht, following a strong first-half performance, with revenue of 2.21 billion baht and net profit of 233 million baht, up 33% from the previous year. Dr. Apirut Thongwat, Chief Executive Officer of the group, revealed that the growth comes from the Multi-brand strategy and the expansion of core businesses, especially the Aesthetic and Wellness segment, which is a key revenue base. Meanwhile, the Plastic Surgery business has shown improvement, with second-quarter 2026 revenue of 198.3 million baht and net profit of 9.2 million baht. Same-store sales growth (SSSG) increased by 21.5%, and the company now has a total network of 84 branches, up from 77 branches in the previous year. The company aims to maintain double-digit SSSG growth and expand branches in high-potential areas to support the new revenue target.

KLINIQ reported its first-half 2026 operating results, growing in line with targets. Revenue from sales and services totaled approximately 2,213 million baht, up 33% from the same period last year, with net profit of about 233 million baht, also up 33%. As a result, the company raised its full-year revenue target from 4,150 million baht to 4,500 million baht. Dr. Apirut Thongwat, Group CEO, revealed that growth was driven by core businesses, especially the Aesthetic and Wellness segment under a multi-brand strategy through brands such as THE KLINIQUE, L.A.B.X, L'CLINIC, and Acne Labs+. Meanwhile, the Plastic Surgery business showed improvement, with second-quarter 2026 revenue of 198.3 million baht and net profit of 9.2 million baht. The overall gross profit margin stood at 51.2%, up from 50.8% in the same period last year. Same-store sales growth from cash sales expanded 21.5%, reflecting the strength of existing branches. As of the end of the second quarter, the company operated a total of 84 branches, up from 77 in the previous year.

Ruanyun Edai Technology Inc. (RYET) announced that its consolidated variable interest entity, Jiangxi Ruanyun Technology Co., Ltd., has entered into an approximately RMB5.99 million (US$0.88 million) contract with Jiangxi Zhongtong Information Industry Data Services Co., Ltd. to deliver and deploy the YeeZo platform across 10 AIGC vocational training laboratories. The integrated project includes 610 workstations, installation and configuration, supporting systems, and a YeeZo platform service component, creating a full AIGC training and production environment. This marks a significant commercial milestone for YeeZo since its launch in May 2026, moving it from initial service validation to institution-scale delivery. The company plans to use this deployment to refine a repeatable model for additional institutions and aims to extend YeeZo to up to 200 universities, with a strategic target of generating more than 50% of annual revenue from markets outside China by the end of 2027.

SISB reported its second quarter 2026 results with total revenue of 638.2 million baht, up 2.4% from the same period last year, and net profit of 200.3 million baht, maintaining a net margin of 31.4%. In the first half, total revenue was 1,275.3 million baht, net profit was 416 million baht, and net margin was 32.6%. The company adjusted its student target for the end of 2026 to 4,600 from the previous 4,800, and aims to maintain a full-year net margin close to 31%. It is also proceeding with school expansion by opening Marina Singapore International School, its seventh international school, with a capacity target of 1,200 students, a budget of 400 million baht, and an opening date of August 2027. Tuition will be about 40% lower than the main brand to tap into new markets. Meanwhile, the company has a total investment plan of 735 million baht to add 1,800 seats and develop an AI curriculum to support PISA 2029.

Regis Corp reported higher adjusted EBITDA and substantially improved unrestricted operating cash flow for fiscal 2026, while outlining plans to build on Supercuts' sales momentum, improve company-owned salon operations and address traffic and value challenges at SmartStyle. Revenue rose to $224.5 million, adjusted EBITDA increased to $32.8 million, and unrestricted operating cash flow more than doubled to $13.5 million. Regis ended the year with $26 million in unrestricted cash after repaying $2.7 million of term-loan principal. Fourth-quarter revenue and EBITDA declined due mainly to lower franchise rental income, royalties and fees as the franchise salon count fell. However, Supercuts same-store sales grew 2.6% in the quarter and 3% for the full year, extending its growth streak to five years. Refinancing and brand improvements are key fiscal 2027 priorities: Regis is evaluating options to reduce its debt costs while planning Supercuts modernization, better company-owned salon traffic and value initiatives, and targeted efforts to address SmartStyle's performance and salon closures.

AcadeMedia AB reported record fourth-quarter results with net sales up 10.6% to SEK 5.7 billion and adjusted EBITDA up 16.2% to SEK 552 million, improving the margin to 9.8% from 9.3%. For the full year, net sales increased 7% to SEK 20.4 billion, and adjusted EBITDA rose 15.3% to SEK 1.5 billion, bringing the margin to 7.4%, within the company's 7%-8% target range for the first time in several years. Organic growth in Q4 was 10.2%, and student numbers increased 5.2%. Free cash flow in Q4 declined to SEK 354 million from SEK 532 million, primarily due to acquisition-related payments and a SEK 70 million negative calendar effect from municipal payment timing in Norway. The preschool international segment was a key driver, with net sales up 16% to SEK 2.3 billion and adjusted EBITDA up 24.9% to SEK 260 million, though CFO Petter Sylvan cautioned that the coming year will be a consolidation year with no similar margin increases expected. Leverage stood at 0.9 times adjusted EBITDA, well below the 3 times target, and the company noted regulatory changes in Sweden will require IT investments of up to SEK 25 million.

Duolingo, Inc. (NASDAQ:DUOL) has seen its user engagement data challenge the narrative that free AI tutoring would make its paid language app obsolete, with daily active users growing 23% to 58.7 million in the second quarter of 2026. The stock, which had fallen more than 50% over the past 52 weeks, jumped about 7% after DA Davidson upgraded it to Buy with a target of $160 on August 18, 2026. CEO Luis von Ahn said DAU growth is likely to remain above 20% for the rest of the year, while paid subscribers rose 17% to 12.7 million. AI has flipped from a threat to a tailwind, as lower AI costs lifted gross margin to 72.6% and allowed Duolingo to expand its Video Call feature to Super subscribers. However, net income fell 26% year over year due to higher operating expenses, and short interest sits near 20.72% of shares, with 19 of 27 analysts still rating the stock Hold. The company trades at approximately 21.6 times forward earnings, and while DAU growth outpaces revenue growth, full-year revenue growth of about 16% is down from nearly 40% a year ago.

Nanjing University Environmental Technology released its 2026 interim report, with total operating revenue of 399 million yuan, up 4.42% year on year, and net profit attributable to the parent company of 85.14 million yuan, up 2.12% year on year. Net cash flow from operating activities was negative 63.02 million yuan, the asset-liability ratio was 26.31%, gross margin was 37.86%, return on equity was 6.52%, and diluted earnings per share was 0.54 yuan. The company had 8,622 shareholders, and the top ten shareholders held 73.38% of total share capital.

SuperX AI Technology Limited, a Nasdaq-listed AI infrastructure provider, announced that its subsidiary SuperX Microinference has signed an equipment and services supply agreement with Australian compute service provider Ezisight Australia Pty Ltd, trading as Ultimate AI Datacentre, and received an initial purchase order for 128 units of NVIDIA B300 AI server clusters. This order marks SuperX's official entry into the Australian market and a milestone in its Asia-Pacific expansion. The servers are scheduled for delivery in the fourth quarter of 2026 and will be deployed in local Australian data centers to expand Ezisight's GPU compute resources for large-model training and AI inference. The long-term cooperation is expected to enhance Ezisight's compute supply capacity and contribute to Australia's AI ecosystem, while SuperX plans to strengthen its presence in Australia and other high-potential Asia-Pacific markets.

SuperX AI Technology Limited, a Nasdaq-listed AI infrastructure provider, announced that its subsidiary SuperX Microinference has signed an equipment and services supply agreement and received an initial purchase order from Australian compute service provider Ezisight Australia Pty Ltd for 128 units of NVIDIA B300 AI server clusters, marking its official entry into the Australian market. The servers are scheduled for delivery in the fourth quarter of 2026 and will be deployed in local Australian data centers to expand Ezisight's GPU compute resource pool for large-model training and AI inference. This long-term cooperation represents a key milestone in SuperX's Asia-Pacific expansion, with Australia identified as a priority market. The order is expected to enhance Ezisight's compute supply capacity and contribute to Australia's AI ecosystem, while both parties will assess future capacity expansion and technical collaboration opportunities.

Mingdiao Stock disclosed its 2026 semi-annual report on August 28. In the first half of the year, it achieved total operating revenue of 270 million yuan, up 1.17% year-on-year; net profit attributable to the parent company was 8.2238 million yuan, up 7.05% year-on-year; and non-GAAP net profit was 8.3114 million yuan, up 8.89% year-on-year. Net cash flow from operating activities was 76.7161 million yuan, up 7.77% year-on-year. Basic earnings per share were 0.04 yuan, and the weighted average return on equity was 1.21%. The company's main business focuses on building decoration and renovation.

Genius Group, a Singapore-based education technology company, announced plans to raise capital as part of a $1.2 billion strategy to expand its AI and Bitcoin treasuries. The company is considering issuing perpetual preferred securities, with an initial raise of $12.5 million, and has set targets of $800 million for its AI Treasury and $827 million for its Bitcoin Treasury, aiming for $2 billion in total assets by 2031. Proceeds will be split between AI investments, Bitcoin holdings, and a U.S. dollar reserve covering about 18 months of preferred dividends. Genius Group has begun talks with investment banks specializing in preferred securities and digital asset financing, though final terms are undecided. CEO Roger James Hamilton said that preferred capital generating returns above the dividend rate would directly benefit ordinary shareholders' net asset value. The company currently reports $106.6 million in net assets and a net asset value of $0.62 per share, with shares closing at $0.18 on August 26 and up 8% today. Shareholders approved the Bitcoin strategy in November 2024 and the AI Treasury in May 2026, with plans to resume Bitcoin purchases in Q4 2026 and deploy up to $100 million into AI investments.

SuperX AI Technology Limited has secured a purchase order worth approximately $38.8 million from Japanese technology company Woodman Inc. for Nvidia B300 GPU-based server clusters. The equipment will support an artificial intelligence infrastructure project in Yokohama, Japan, with delivery scheduled for mid-November 2026 through SuperX Industries Co., Ltd., the company's wholly owned Japanese subsidiary. As of August 20, SuperX had received an advance payment representing approximately 20% of the total order value, with the remaining balance expected before shipment. The agreement represents the first commercial transaction between SuperX and Woodman, and extends SuperX's Japanese presence from its existing Nvidia RTX Pro 6000-based solutions to the higher-performance B300 platform.

SuperX AI Technology Limited has received a commercial purchase order from Japanese client WOODMAN Inc. to supply NVIDIA B300 GPU-based server clusters for an AI infrastructure project in Yokohama, Japan, with a total contract value of approximately US$38.8 million. The order, received through SuperX's wholly-owned Japanese subsidiary SuperX Industries Co., Ltd., is scheduled for delivery by mid-November 2026. As of August 20, 2026, SuperX had received an approximately 20% advance payment under the order, with the remaining balance to be settled prior to shipment. This marks the first commercial collaboration between SuperX and Woodman and represents an expansion of SuperX's product capabilities in Japan toward higher-performance, next-generation GPU computing platforms.