The migration changes ultimately have to have an impact (can't earn revenue from international students without a visa) however the EDU AGM was only 3 months ago and that commentary along with all announced metrics since have been overwhelmingly positive.
I'd be expecting some signs in this coming report with first impacts felt this half year with the greatest impact (on NEW student intake) at start of 2025.
My personal opinion is that this EDU half yearly is likely to be strong financially but very interested in the commentary.
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