$EAST BUY(01797.HK), $MIXUE GROUP(02097.HK) both dropped by six or seven points 😥
When Hong Kong stock market liquidity contracts, new consumer stocks that were previously hot targets become a cash machine; during the drop, no one looks at single-store models or GMV.
The business itself hasn't changed; tea drink store expansion and live streaming conversion are on track. The position after the drop is actually worth watching.
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