Goldman Sachs issued a report stating that New Oriental terminated the subscription for Oriental Selected Shares under special authorization. Meanwhile, New Oriental and Oriental Selection CEO Yu Minhong promised to increase their holdings of Oriental Selection shares by HK$660 million and HK$40 million each over the next 6 to 12 months, involving a total investment of HK$700 million, showing confidence in Oriental Selection's prospects. The bank believes that the deal will allow New Oriental to further consolidate its majority stake selected by Oriental. The bank believes that with the support of the New Oriental brand, Oriental Selection has become a leading brand and live e-commerce platform. The bank has a constructive view on Oriental Selection. It believes that the company has the potential to expand on multiple platforms through brand awareness and content-driven sales methods; that enriching its own brand inventory units (SKUs) is beneficial to driving total product transaction value (GMV); and continues to be higher than that of peers. The bank rated Oriental Selection as “neutral”, with a target price of HK$25.

On the New Oriental side, the bank indicates that the company is an education brand with a history of 30 years, with resilient growth and continuous growth in its share in the mainland education industry. Its full range of education services and effective and profitable investments other than education (such as education) balance the company's revenue. After completing business adjustments in fiscal year 2023, the company is still in the early stages of multi-year scale expansion, and predicts an average compound annual growth rate of 25% in revenue and 43% in earnings per share for the fiscal year 2023-2026, with a “buy” rating, with a target price of HK$71.