MBESBUY@EC2602A

Yu Minhong Announces DSX Plans to Establish an E-commerce Training School

Northeast Securities Upgrades Orient 甄选's Rating to 'Buy'

Yu Minhong Increases Holdings in Orient Selection Shares

CICC Maintains Buy Rating for East Buy Holding Limited

Nomura Raises Target Price and Earnings Forecast for Orient Selection

East Buy Select Reports Profitable Half Year, Significant Revenue Growth in 2025

GF Securities Maintains Buy Rating on Orient 甄选 and Sets Target Price

Eastern Selection Enters Instant Retail Field, Shares Rise

EAST BUY released FY2026 Q1 earnings on January 28 (BJT), actual revenue HKD 1.264 B, actual EPS HKD 0.1202

Didan Select Reports H1 2026 Revenue of 2.312 Billion Yuan and Net Profit of 239 Million Yuan

EAST BUY released FY2026 Semi-Annual earnings on January 28 During-Market (BJT), actual revenue HKD 2.536 B (forecast HKD 2.544 B), actual EPS HKD 0.2413

EAST BUY released FY2026 Q2 earnings on January 28 During-Market (BJT), actual revenue HKD 1.272 B, actual EPS HKD 0.121

EAST BUY to Release FY2026 Semi-Annual Earnings on January 28, 2026 (BJT), Forecast Revenue HKD 2.78 B

East Selection Signs a Lease Agreement with CEO

Eastern Selection Appoints Sun Jin as New CEO, Shares Rise

Consumer Services Sector Rises Sharply, Duty-Free Shopping and Tourism Markets Perform Well

Oriental 甄选 Attempts to Open Offline Flagship Store for Survival

Eastern Selection Plans to Open Offline Stores

Dongfang Selection's stock price 震荡下行

Eastern Selection Hiring Store Manager for Beijing Flagship Store to Expand Offline Business

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

513360

01797

Yu Minhong, the founder of New Oriental, announced that EAST BUY plans to establish an e-commerce training school in Beijing this year, aimed at cultivating e-commerce operation talents and influencers. He mentioned the current emphasis on e-commerce training across various regions and expressed hope to send people to learn. Yu Minhong believes that practitioners in e-commerce live streaming need cultural training to enhance their overall level and stated that he and well-known influencers will participate in teaching

AASTOCKS

Bosera CSI Global China Education Theme ETF(QDII)

EAST BUY

Yu Minhong: EAST BUY plans to officially establish an e-commerce training school in Beijing this year

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EAST BUY(01797) fell 9.49%, with a trading turnover 802.3 Million HKD, and a year-to-date rose 62.9%. JST GROUP(06687) fell 9.25%, with a trading turnover 17.2 Million HKD, and a year-to-date fell 34%. 51WORLD(06651) fell 8.7%, with a trading turnover 44.1 Million HKD, and a year-to-date rose 62.6%.

Top Gainers & Losers

JST GROUP

51WORLD

QINGSONG HEALTH

ZHAOJIN MINING

NOVOSENSE

NUOBIKAN

BWI INT'L

CWT INT'L

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Top 10 HK Stock Losers (2.10)

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YUM CHINA(09987) rose 11.42%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 18.6%. EAST BUY(01797) rose 10.68%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 76.9%. BRAINAURORA-B(06681) rose 10.6%, with a trading turnover 647.3 Million HKD, and a year-to-date fell 25.5%.

YUM CHINA

BRAINAURORA-B

SMOORE INTL

RIBOLIFE-B

ART GROUP HOLD

VIVA BIOTECH

UNITED LAB

INSPUR DIGI ENT

MNSO

Top 10 HK Stock Gainers (2.5)

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In a report released yesterday, from CICC maintained a Buy rating on East Buy Holding Limited, with a price target of HK$30.00.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Currently, the analyst consensus on East Buy Holding Limited is a Moderate Buy with an average price target of HK$28.57.

Tip Ranks

ChinaAMC CSI Food & Beverage Sub-Industry ETF

China Merchants Guozheng Food and Beverage ETF

Tianhong CSI Food and Beverage ETF

East Buy Holding Limited (1797) Receives a Buy from CICC

CICC released a report, raising the target price for EAST BUY to HKD 30, maintaining an "outperform" rating. Total revenue for the first half of the 2026 fiscal year grew by 5.7% to RMB 2.31 billion, slightly below expectations; adjusted net profit reached RMB 258 million, exceeding expectations by 68%. Due to the strengthened management team's capabilities and improved operational efficiency, revenue forecasts for the 2026 and 2027 fiscal years have been raised by 3.1% and 4.8%, respectively. Adjusted net profit forecasts have been raised by 80.2% and 32.1%, respectively

In the report from major banks, China International Capital Corporation raised the target price for EAST BUY to 30 yuan and maintained the "outperform industry" rating

Daiwa released a research report stating that EAST BUY has turned a profit, with an adjusted net profit of RMB 257 million for the mid-term of the 2026 fiscal year, benefiting from economies of scale and growth in high-margin product sales. Daiwa has changed its outlook to positive, raising the target price from RMB 13.5 to RMB 29, and increasing the earnings forecast for the 2026 to 2027 fiscal year by 42% to 97%, reiterating the "outperform" rating

Daiwa: EAST BUY has emerged from operational difficulties, target price raised to 29 yuan

513090

GF Securities analyst maintained a Buy rating on East Buy Holding Limited yesterday and set a price target of HK$27.14. The company’s shares closed yesterday at HK$26.68.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential East Buy Holding Limited has an analyst consensus of Moderate Buy, with a price target consensus of HK$25.57.

E Fund CSI Hongkong Bond Investment Theme ETF

East Buy Holding Limited (1797) Gets a Buy from GF Securities

East Buy is entering China's instant commerce sector, aiming to build same-day delivery capabilities in its top markets and trial instant retail fulfillment in major cities. Following its latest financial report, which showed a return to profitability, the company's stock surged 14%. East Buy, evolving into an online version of Costco and Sam's Club, plans to leverage its extensive network of learning centers and has already deployed vending machines nationwide. Investors are optimistic, with shares up 50% over the past year, reflecting confidence in its recovery and growth strategy.

benzinga_article

East Buy Rides Into China's Instant Commerce War Zone

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CHINA CHUNLAI(01969) rose 22.76%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 7.9%. LEADS BIOLABS-B(09887) rose 10.77%, with a trading turnover 89.1 Million HKD, and a year-to-date rose 31.1%. TIGERMED(03347) rose 8.24%, with a trading turnover 388.0 Million HKD, and a year-to-date rose 29.8%.

CHINA CHUNLAI

LEADS BIOLABS-B

TIGERMED

GD-HKGBA HLDGS

YOFC

TSUGAMI CHINA

HUABAO INTL

NEW ORIENTAL-S

TIME INTERCON

Top 10 HK Stock Gainers (1.30)

TCTZF

002594

36Kr learned that the Hang Seng Index fell by 2.08%, and the Hang Seng Technology Index dropped by 2.1%; the software services, media, and automotive sectors led the decline, with Kuaishou, BYD Company Limited, and Xiaomi Group falling over 3%, and Li Auto and Tencent Holdings Limited dropping over 2%; the electrical equipment and online education concepts strengthened, with Southern Communications rising over 19% and EAST BUY rising over 5%; southbound funds had a net purchase of HKD 3.218 billion

36Kr

Tencent Holdings Limited

ISHARESHSTECH

CAM HS TECH

China Universal Hang Seng Technology ETF(QDII)

Harvest Hang Seng SCHK Technology ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

HSTECH ETF

CSOP HS TECH

BYD Company Limited

GX HS TECH

Li Auto

Tencent

KUAISHOU-W

BYD COMPANY

The Hang Seng Index closed down 2.08%, and the Hang Seng Tech Index fell 2.1%

Macquarie raised the target price for New Oriental from RMB 37.7 to RMB 39.3, maintaining a "underperform" rating. The report pointed out that New Oriental's core education business and EAST BUY business drove profit margins in the second quarter of fiscal year 2026 to exceed expectations, with operating profit margins expected to expand by 2 to 3 percentage points, mainly due to effective cost control. However, Macquarie holds a cautious attitude towards the education industry, believing that there is a lack of sustainable revenue growth drivers

New Oriental EDU & Tech

Macquarie raises New Oriental's target price to 39.3 yuan, maintains "Underperform" rating

Daiwa's research report pointed out that New Oriental's second-quarter performance for the fiscal year 2026 exceeded market expectations, mainly due to the improvement in the profitability of its education business and the contribution from EAST BUY. The company raised its revenue growth guidance for the fiscal year 2026 to 8% to 12%. Based on the upward revision of EAST BUY's profit forecast, Daiwa raised New Oriental's earnings per share forecast for 2027 to 2028 by 0.4% to 1.4%, reiterating a "Buy" rating, with the target price increased from 53 yuan to 57 yuan

Daiwa: New Oriental's profit growth visibility is clearer, raising target price to 57 yuan

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Sunac China(01918) rose 29.13%, with a trading turnover 3.1 Billion HKD, and a year-to-date rose 1.5%. PIZU GROUP(09893) rose 25.35%, with a trading turnover 14.2 Million HKD, and a year-to-date rose 89.4%. LOGAN GROUP(03380) rose 18.66%, with a trading turnover 285.0 Million HKD, and a year-to-date fell 11.2%.

Sunac China

PIZU GROUP

LOGAN GROUP

COUNTRY GARDEN

SEAZEN

ZJLD

UNITEDENERGY GP

Top 10 HK Stock Gainers (1.29)

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In the past hour, the Hong Kong stock market has shown a clear divergence, with stocks experiencing significant fluctuations attracting investors' attention. Small-cap stocks and thematic stocks have performed particularly well, with funds seemingly favoring high-volatility stocks, leading to a noticeable increase in short-term trading activity. Notably, the resource and real estate sectors have attracted considerable capital inflow, driving a strong rebound in certain stocks. Meanwhile, underperforming stocks have shown significant selling pressure, and market sentiment appears somewhat cautious. The stock with the largest movement in the past hour, HSC RES, saw an increase of 22.86%, rapidly climbing in price under strong buying pressure, attracting a large influx of short-term funds and boosting sentiment. CIFI HOLD GP also performed well, rising 22.62%, with its stock price demonstrating strong upward momentum supported by multiple forces, and the market is optimistic about its future development. Strong stocks include: 1. CREATIVE CHINA: up 21.15%, with stock prices continuing to rise driven by market enthusiasm and active short-term funds. 2. MIDLAND HOLDING: up 15.15%, with recent capital inflows indicating investors' confidence in its future performance. 3. EAST BUY: up 15.11%, with strong stock performance driven by market sentiment, attracting considerable short-term funds. 4. SAMPLE TECH: up 10.42%, with its stock price showing good upward momentum under market attention. 5. CIFI HOLD GP: up 22.62%, with significant capital inflow driven by the real estate sector, enhancing short-term trading activity

HK Stock Movers Tracker

HSC RESOURCES

CIFI HOLD GP

CHINA UPTOWN

CREATIVE CHINA

QUALI-SMART

PPS INT'L

MIDLAND HOLDING

SAMPLE TECH

JIAXIN INTL RES

Hong Kong Stock Movement Update: Hong Kong stocks are moving, HSC RESOURCES and CIFI HOLD GP surged over 22%, while CHINA UPTOWN plummeted 21%

New Oriental

Conference Minutes

Below is Dolphin Research's compilation of EDU's FY26 Q2 earnings call Trans. For our earnings take, see 'New Oriental: Resilient growth; the education leader's premium is still rising'.I. Key financial metrics. II. Management briefing.1) Management outlook: This quarter and 1H FY26 delivered strong results, reinforcing confidence in operational resilience and growth momentum. They will continue to balance revenue growth and profitability, maintaining cost discipline and pursuing sustainable profits across business lines. Expansion of capacity and learning centers will remain prudent...

East Group

Eastside Distilling

EDU (Trans): Market Share Up, Pursuing High-Quality Growth

$New Oriental EDU &amp; Tech(EDU.US) reported Q2 FY2026 before the U.S. market open on Jan 28 Beijing time. The quarter corresponds to the autumn term from Sep to Nov 2025. Results beat expectations, with the upside vs. consensus mainly from the study-abroad biz., where the Street had been cautious.Management slightly raised full-year revenue guidance, signaling confidence in a recovery in study-abroad and continued high growth in new businesses. Let’s look at the print...

EDU: Resilient Growth, Brand Equity of the Sector Leader Still Rising

EDU Q2 FY26 First Take: Results beat, led by a better‑than‑feared study‑abroad segment. The company also raised its FY26 revenue guide.Test‑prep grew 4%. Consulting was undisclosed but likely softer, implying overall roughly flat YoY. Still, this is well above the market’s low‑single‑digit decline expectation.New initiatives rebounded as expected, validating management’s prior comments on seasonality. Smaller players focus on winter/summer peaks; with Q2 in the fall semester, competitive intensity eased for EDU. However, enrollment growth kept decelerating, implying momentum likely won’t hold next quarter; learning devices also slowed slightly.Management guided next‑quarter revenue growth in line with the Street. It raised the FY26 revenue guide to $5.3–5.5bn, implying +8–12% (was +5–10%).A group‑wide cost‑out/efficiency program kicked off in Q4 FY25 (calendar Q2 2025) and was evident last quarter. Execution continued this quarter, with cuts concentrated in selling expenses; OPM expanded by nearly 400bps YoY.The company paid the planned dividend and repurchased $86mn of shares this quarter. Under the previously announced $490mn shareholder‑return program, the implied yield vs. the current ~$9.0bn market cap is 5.4%, providing support during drawdowns. $New Oriental EDU &amp; Tech(EDU.US) $NEW ORIENTAL-S(09901.HK)

Today’s Key News Recap

1029 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. On October 28th, Eastern US time, the Federal Reserve began its two-day FOMC meeting, with the latest interest rate decision to be announced on the afternoon of the 29th local time (early morning of the 30th Beijing time). The market generally expects a 25 basis point rate cut, with the focus on whether the balance sheet reduction will end and the policy signals for December. Due to the government shutdown, the absence of key data such as employment, and significant internal disagreements on inflation risks and the pace of easing, some officials are concerned that a rate cut may exacerbate price pressures. 2. The spokesperson of the Ministry of Foreign Affairs announced: As agreed by both China and the US...

Uber Tech

Meta Platforms

Apple

Alphabet - C

Alphabet

Moutai

Nokia Oyj

Nokia

Stellantis NV

Microsoft

The meeting between China and the U.S. is approaching; focus on tonight's Federal Reserve interest rate decision | Today's Important News Recap

MBESBUY@EC2602A(19504.HK)

Yu Minhong: EAST BUY plans to officially establish an e-commerce training school in Beijing this year

Top 10 HK Stock Losers (2.10)

Top 10 HK Stock Gainers (2.5)

East Buy Holding Limited (1797) Receives a Buy from CICC

In the report from major banks, China International Capital Corporation raised the target price for EAST BUY to 30 yuan and maintained the "outperform industry" rating