$AUNTEA JENNY(02589.HK) has mediocre fundamentals and valuation, but the following analysis makes sense: small issuance ratio, barely meeting the Shanghai-Hong Kong Stock Connect threshold, high single-share price, and the milk tea sector in the secondary market is full of bull stocks $MIXUE GROUP(02097.HK)$GUMING(01364.HK)

LKNCY: Past the delivery hangover, is the 'Little Blue Cup' now riding tailwinds?
Luckin Coffee offset the high base from last year's Q2 delivery subsidies through store openings and user growth.
More importantly, delivery costs declined YoY for the first time since the delivery wars.Overall results were clearly ahead of market expectations.

