27/02/2025 17:18

IDP Education (IEL) $10.90

IEL –7.55%: Delivered 1H25 earnings below market estimates with solid cost controls but underwhelming volumes across all business segments. 

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06/12/2024 09:11

IDP Education Ltd (IEL) $12.69

In 2021, we saw a $A1.14bn Block trade of IEL, representing 15% of the company, executed at $27.75.  The block had been well flagged as the 38 Australian universities locked in huge profits, having together owned 40% of the soaring stock via an entity called Education Australia.

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16/10/2024 09:23

IDP Education (IEL) $13.69

CEO Tennealle O’Shannessy said “We anticipate international education student volumes in our markets will decline 20-25% in the year ahead,”. That’s a significant headwind, and it's understandable that the stock continues to slide.

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06/06/2024 16:30

IDP Education (IEL) $14.51

IEL -7.52%: the student placement and English testing company slumped to more than 3-year lows today following a weaker-than-expected trading update. The company has seen a significant roll-off in volumes across the business in the second half and has guided to flat EBIT FY24 vs FY23, ~10% below consensus estimates.

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14/02/2024 17:03

IDP Education (IEL) $21.92

IEL +8.3%: The English testing & student placement group announced a strong increase in earnings today with weakness in English testing being more than offset by student placement and education courses.

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27/10/2023 09:01

IDP Education Ltd (IEL) $22.34

IEL shares were up +5.9% on Thursday, the most in more than two months on solid volume, with ~9% of the stock held short we may have seen a little profit-taking by traders creep into the market's recent weakness following June's decision by Canada to allow competitors to enter the Student-Direct-Stream (SDS) component of student visas. We still need a catalyst to place IEL in our Hitlist, but it's finding support around $20.

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17/08/2023 09:13

IDP Education Ltd (IEL) $22.26

IEL fell another -3.6% yesterday taking its decline to -17% year to-date after Junes decision by Canada to allow competitors to enter the Student-Direct-Stream (SDS) component of student visas which marks the final stage of opening markets to competitors.

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02/06/2023 09:01

IDP Education Ltd (IEL) $20.46

IDP Education (IEL) is a leading provider of international student placement and English testing services. The stock has plunged lower this week following Canada's decision to allow competitors to enter the Student-Direct-Stream (SDS) component of student visas which marks the final stage of opening markets to competitors.

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29/05/2023 16:42

Idp Education (IEL) $21.71

IEL -15.92%: an announcement out of Canada over the weekend saw a wave of selling in Idp today. The English language testing company has help a monopoly over the Student-Direct-Stream (SDS) visas with the company now allowing competitors to offer testing services.

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22/12/2022 09:07

IDP Education Ltd (IEL) $27.14

We like this global student placement business’s growth profile as the world moves on from Covid albeit slowly in the case of China. Penny Wong’s current visit to the world’s second-largest economy could prove to be a pivot point in turning around the missing Chinese students pre-Covid i.e. there are 50% fewer Chinese students in Australia...

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