Core Viewpoint - Oriental Selection (01797) has seen a significant stock price increase of over 9%, with a cumulative rise of 1.1 times since early July, indicating strong market interest and potential growth opportunities [1] Group 1: Stock Performance - As of the latest update, the stock price of Oriental Selection is reported at 25.74 HKD, with a trading volume of 584 million HKD [1] - The stock has experienced a notable increase of 9.35% recently [1] Group 2: Product Launch and Market Response - Oriental Selection launched its first pure cotton sanitary napkin on June 16, which sold out over 180,000 units within two days [1] - A new series of sanitary napkins was launched on July 19, reflecting the company's commitment to expanding its product offerings [1] Group 3: Membership and Market Penetration - As of November 2024, Oriental Selection has 228,300 paid members, compared to Sam's Club China with 9 million members, indicating significant room for market penetration [1] Group 4: Financial Performance - For FY2025 Q4, Oriental Selection's revenue is projected to be 150 million USD, representing a year-on-year decline of approximately 30%, although the decline rate has narrowed compared to previous quarters [1] - The Non-GAAP operating profit is estimated at approximately 79 million RMB, with an operating profit margin of about 7%, showing improvement from the previous quarter's margin of around 3% [1] - The company is transitioning from a host-driven model to a product-driven approach, which is expected to enhance profitability [1]
港股异动 东方甄选(01797)涨超9% 近一个月股价实现翻倍 机构建议关注公司向产品驱动的转型