Group 1 - Market rumors suggest that Zhou Chenggang, CEO Yu Minhong's long-time partner at New Oriental Group, is under investigation for allegedly misappropriating company interests through related party transactions, although the company has labeled this as "pure rumor" [1] - Oriental Selection is set to release its full-year results for the fiscal year ending May 31, 2025, on August 22, with the fourth quarter revenue for fiscal year 2025 estimated at $150 million, representing a year-on-year decline of approximately 30%, although the decline has narrowed quarter-on-quarter [1] - Non-GAAP operating profit for the same quarter is projected to be approximately 79 million RMB, with an operating profit margin of about 7%, showing a quarter-on-quarter improvement [1] Group 2 - Guosen Securities highlights the "Sam's Club paradigm" in the current consumer market, which is characterized by diversified supply, transparent information, and rational demand, suggesting that companies offering high-cost performance products with mature membership systems, like Oriental Selection, will have a competitive advantage [1] - Recent operational improvements at Oriental Selection include successful expansion into new product categories and enhanced quality of self-operated business growth, indicating a marginal improvement in operations [1] - The ongoing transition from a host-driven model to a product-driven model is recommended for attention, as it reflects the growth logic of companies in this sector [1]
东方甄选(01797)回应新东方CEO被立案调查：纯属谣言