Morningstar upbeat on IDP Education as Australia boosts international student cap
** Morningstar expects student volumes to rebound for Australia's IDP Education IEL.AX on anticipation of further loosening of immigration policies domestically
** IEL's shares rose about 30% over last week after Australian government increased overall student cap for international students
** Investment research firm highlights that 2026 higher intake of students favours co in both numbers and speed of approvals
** Increased intake raises level at which processing approvals could be delayed, likely leading to higher placements for IDP and benefiting bottom line, Morningstar says
** Morningstar maintains A$17 fair value estimate on co; adds shares seem materially undervalued
** Flags market is understandably fixated on weak-near term student volumes but Morningstar maintains it long-term recovery thesis for co
** Stock down 63.9% YTD
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