Core Viewpoint - Oriental Selection (01797) continues its strong performance, with a stock price increase of over 230% since early July, reflecting significant market interest and investor confidence [1] Group 1: Stock Performance - The stock price of Oriental Selection rose by 12.69% to HKD 39.42, with a trading volume of HKD 1.114 billion [1] - The company has experienced a cumulative stock price increase of over 230% from early July to the present [1] Group 2: Financial Performance - Oriental Selection is set to release its full-year results for the fiscal year ending May 31, 2025, on August 22 [1] - According to Huaxi Securities, the revenue for the fourth quarter of fiscal year 2025 is estimated at USD 1.5 billion, representing a year-on-year decline of approximately 30%, although the decline rate has narrowed compared to the previous quarter [1] - The Non-GAAP operating profit is projected to be approximately RMB 79 million, with an operating profit margin of about 7%, showing a quarter-on-quarter improvement [1] Group 3: Strategic Insights - The company is undergoing a transformation from being driven by influencers to focusing on product-driven strategies, which is expected to enhance profitability [1] - Guosen Securities highlights the "Sam's Club paradigm" that emphasizes the importance of high-cost performance products and mature membership systems in a diversified and transparent consumer market [1] - Recent operational improvements and successful expansion into new product categories indicate a positive trend in the company's business quality [1]
港股异动 | 东方甄选(01797)再涨超12% “山姆范式”引关注 公司近期经营呈边际改善