According to a research report published by Citigroup, Oriental Selection issued a positive profit forecast for the 2026 fiscal year, which is expected to reach 5.6 billion yuan to 5.8 billion yuan, an increase of 27% to 32% over the previous year; net profit is expected to reach 520 million yuan to 550 million yuan, a significant improvement over FY2025's 6 million yuan. Based on the guideline median of about $5.7 billion, revenue was about 9% higher than market expectations, and net profit also exceeded market expectations of $480 million. The median net profit margin reached about 9.4%, a significant increase from 0.1% in FY2025. This is the first time that the results of the membership platform's business transformation have been reflected in profit data. The momentum for business growth mainly came from the second half of the fiscal year. Management attributed the improvement in performance to the optimization of its own brand size and product portfolio, the increase in the number and length of Douyin Matrix live streaming accounts, and the expansion of its own app membership base. Citi said it is awaiting the company's audited results to be announced on August 21. At that time, it will re-examine the financial model. Currently, it has reaffirmed Oriental's “buy” rating, and the target price remains at HK$33.

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