Analyst
CLSA
Equibles does not estimate personal net worth.
Elsie Sheng is recorded as Analyst at CLSA. Elsie Sheng has spoken on 3 earnings calls across 2 companies, most recently for New Oriental Education & Technology Group Inc. on October 28, 2026. Those appearances were for New Oriental Education & Technology Group Inc. (EDU) and TAL Education Group (TAL). The companies whose calls Elsie Sheng spoke on are classified in the Consumer Defensive sector.
“So my question is mainly on revenue growth outlook, because this quarter we see a really strong revenue growth and it's much higher than our full year revenue guidance.”
“My question is, I noticed there is a big increase in other income this quarter. Could you explain on that as well as the significant increase in the long-term investments if you look at the balance sheet?”
“I have a follow-up question on the margin expansion because if we look into the details, in the second quarter the gross margin is going up and also the marketing expense ratio is also going down.”
CLSA
Analyst
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Education & Training Services · Consumer Defensive
Education & Training Services · Consumer Defensive
