Core Viewpoint - Oriental Selection (01797) has seen its stock price rise over 80% this month, with a current increase of 7.37% to HKD 21.85, and a trading volume of HKD 1.147 billion [1] Financial Performance - Daiwa reported that Oriental Selection's Gross Merchandise Volume (GMV) for the first half of fiscal year 2025 is expected to reach RMB 4.8 billion, with the "With Hui Together" channel led by Dong Yuhui contributing a quarter of this total [1] - Following Dong Yuhui's departure, the GMV has rebounded due to the expansion of sales channels, and the gross margin for self-branded products has improved to a healthy level of 21%, up from 10% in the second half of 2024 [1] Operational Strategy - The company has been reducing its workforce since December last year and expanding its product offerings to include high-margin categories such as health supplements and pet products, which is expected to further improve profit margins in the second half of fiscal year 2025 [1] - Zheshang Securities noted that after two years of challenges, the company's operations are stabilizing, and GMV is expected to turn positive by June 2025 as the high base effect diminishes [1] Market Position - Oriental Selection continues to focus on developing its key products, with GMV stabilizing and profit margins recovering, indicating significant growth potential for self-operated products [1]