Education 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.

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.

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.

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.

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.

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.

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.

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.

Navitas Semiconductor agreed to acquire power management solutions provider Claros in a deal valued at up to approximately $232.8 million, sending its shares up 6% on Tuesday. The transaction includes about $216 million payable at closing in cash and Navitas Class A shares, with the remainder tied to business milestones over the following two years. Claros specializes in vertical power delivery and integrated voltage regulator technology for next-generation AI data centers, and the acquisition is expected to more than double Navitas’ identified 2030 serviceable addressable market to over $8 billion. Elsewhere, Bloom Energy and Intel rose after a congressional disclosure showed Nancy Pelosi bought positions in both companies, including shares and long-dated call options. Grand Canyon Education fell 5% after placing CFO Daniel Bachus on paid administrative leave in connection with a government investigation into a non-employee third party’s trading in the company’s stock.

Duolingo shares rose nearly 4.6% on Aug. 19 after the company inadvertently disclosed daily active user growth of 27.4% on Aug. 17 from a year earlier during an Aug. 18 investor meeting. The disclosure, made in a company filing, showed similar estimated growth rates during the previous days of August, suggesting user momentum may be accelerating beyond investor expectations. The company's fiscal 2026 second-quarter revenue rose 18% year-over-year to $298.45 million, beating Wall Street's $295.54 million estimate, while adjusted EPS of $0.66 topped the $0.61 consensus. DA Davidson upgraded Duolingo to Buy from Neutral with a $160 price target on Aug. 18, though the broader analyst consensus remains Hold with an average target of $122.88.

China East Education Holdings reported higher half-year sales and net income for the six months to 30 June 2026. Sales rose to CNY 2,417.9 million from CNY 2,186.25 million a year earlier, while net income increased to CNY 455.16 million from CNY 402.95 million. Despite the stronger earnings, the stock has fallen 18.51% over the past 90 days and is down 39.73% year to date. The shares last closed at HK$4.05, trading on a price-to-earnings ratio of 9.5x, below the company's estimated fair P/E of 10.5x and far below the peer average of 40.4x.

Only Education released its 2026 interim report, with net profit attributable to the parent company of 31.12 million yuan, up 977.30% from the same period last year. Total operating revenue was 685 million yuan, an increase of 53.13 million yuan, or 8.40% year on year, marking four consecutive years of growth. Net cash inflow from operating activities was 156 million yuan, up 32.06% year on year. The company's latest asset-liability ratio was 79.43%, gross margin was 45.06%, return on equity was 11.73%, and diluted earnings per share was 0.11 yuan.

Botong Co. released its first-half 2026 report, with net profit attributable to the parent company of 33.69 million yuan, an increase of 4.02 million yuan from the same period last year, up 13.55% year on year, marking four consecutive years of growth. The company's total operating revenue was 155 million yuan, up 4.36% year on year, achieving five consecutive years of growth. Net cash flow from operating activities was negative 120 million yuan, a decrease of 495,200 yuan from the same period last year. The company's latest asset-liability ratio was 64.28%, gross margin was 66.44%, return on equity was 9.39%, and diluted earnings per share was 0.54 yuan.

Butong Co. released its 2026 interim report, with net profit attributable to the parent company of 33.69 million yuan, an increase of 4.02 million yuan from the same period last year, up 13.55% year on year, marking four consecutive years of growth. Total operating revenue was 155 million yuan, up 4.36% year on year, achieving five consecutive years of growth; net cash flow from operating activities was negative 120 million yuan. The latest asset-liability ratio was 64.28%, down 0.63 percentage points from the previous quarter; gross margin was 66.44%, up 4.35 percentage points year on year; diluted earnings per share was 0.54 yuan, up 13.56% year on year.

SISB reported a net profit of 200.30 million baht for the second quarter of 2026, with total revenue of 638.16 million baht, up 2.41 percent from the same period last year. For the first six months, total revenue was 1.275 billion baht and net profit was 416 million baht, supported by maintaining a total student count of 4,587 and efficient cost management. Chief Executive Officer Yew Hock Koh said the second-half trend remains on a growth path, with plans to expand a seventh international school under the Marina Singapore International School brand in Pathum Thani province, expected to open in August 2027.

Stride, Inc. reported fourth-quarter and full-year results showing higher annual revenue of US$2.52 billion and improved profitability, extended its share repurchase authorization through October 2027, and confirmed it is actively evaluating acquisitions alongside ongoing buybacks. The appointment of Robert E. Knowling Jr. as CEO, combined with strong growth in career learning programs and continued capital returns, signals a renewed emphasis on both educational outcomes and disciplined capital allocation. The extension follows the completion of US$188.7 million in buybacks, or 5.39% of shares, under the prior program. Stride's narrative projects $2.8 billion revenue and $405.8 million earnings by 2029, requiring 3.6% yearly revenue growth and about a $97.7 million earnings increase from $308.1 million today.

SISB Public Company Limited reported total revenue for the second quarter of 2026 at 638.16 million baht, up 2.41 percent from the same period last year. For the first six months, total revenue was 1.27533 billion baht, an increase of 1.38 percent. At the end of the second quarter of 2026, the group had 4,587 students in total. Chief Executive Officer Yew Hock Koh said the second-half trend remains one of continued growth, and the company will expand its seventh international school in Pathum Thani province under the new brand Marina Singapore International School, which aims to be a more accessible international school. It is expected to open in August 2027.

Botong Co. disclosed its 2026 semi-annual report, achieving net profit attributable to the parent of 33.69 million yuan in the first half, up 13.55% year on year. Total operating revenue for the same period was 155 million yuan, up 4.36% year on year. Net profit after deducting non-recurring items was 33.62 million yuan, up 13.31% year on year. Basic earnings per share were 0.5395 yuan, and the weighted average return on equity was 9.85%. Net cash flow from operating activities was negative 120 million yuan, compared with negative 119 million yuan in the same period last year. The company's main business is higher education, supplemented by computer information technology.

Botong Co. released its 2026 half-year report, with first-half net profit attributable to the parent of 33.69 million yuan, up 152.7% year on year. Operating revenue was 155 million yuan, up 4.4% year on year. Net profit attributable to the parent excluding non-recurring items was 33.62 million yuan, up 152.2% year on year. Net operating cash flow was negative 120 million yuan, down 0.4% year on year. Second-quarter net profit attributable to the parent was 16.67 million yuan, up 19.3% year on year. The company's main business is concentrated in higher education, with most profit coming from its higher education operations. City College achieved net profit of 45.15 million yuan, up 15.06% year on year.