Investment Rating - The report maintains a "Buy" rating for Tianli International Holdings (01773) with a target price not specified [4] Core Viewpoints - The company reported FY25H1 revenue of 1.9 billion RMB, a 14% increase year-on-year, and a net profit of 390 million RMB, reflecting a 36% year-on-year growth. The earnings per share (EPS) reached 0.1928 RMB, up 39% [1] - Tianli has established a strong presence in Sichuan Province and operates schools across 36 cities in China, providing comprehensive educational services to students [1] - The company has seen significant success in student admissions, with 272 high school graduates receiving offers from the world's top 50 universities in 2024, an increase of 145 from 2023 [2] - The company aims to expand its profitable high school business and enhance its service offerings, including online campus shopping, logistics services, and international education consulting [2] - Adjusted revenue forecasts for FY25-27 are 4.32 billion RMB, 5.64 billion RMB, and 7.39 billion RMB, with net profits of 770 million RMB, 1.02 billion RMB, and 1.35 billion RMB respectively [3] Summary by Sections Financial Performance - FY25H1 revenue was 1.9 billion RMB, net profit was 390 million RMB, and EPS was 0.1928 RMB, showing significant growth compared to the previous year [1] Educational Achievements - Tianli students excelled in various academic competitions, with 17 students winning provincial first prizes and 272 high school graduates receiving offers from prestigious universities [2] Business Strategy - The company plans to strengthen its high school operations and diversify its service offerings to support student development [2] Revenue Projections - Revised revenue estimates for FY25-27 are 4.32 billion RMB, 5.64 billion RMB, and 7.39 billion RMB, with adjusted net profits of 770 million RMB, 1.02 billion RMB, and 1.35 billion RMB [3]

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BILL Holdings (BILL) FY Conference September 12, 2024 12:10 PM ET Speaker0 Okay. I think we can get started with the next session. Welcome back, everyone. My name is Ken Sohoskin. I'm an analyst on the US and payments fintech team at Autonomous Research. Today, we're excited to have John Reddick, CFO of Bill, at our conference, this year. John, welcome. It's great to see you again. Thanks for thanks for doing this. Speaker1 Yeah. Thanks, Ken. Great to great to be with you. Looking forward to the conversatio ...