Pop Mart's Insane Dip: Load Up Now or Chase HK$200 Bottom?

xc__
2025-10-23

$Pop Mart International Group Limited(POPMF)$

Pop Mart just crushed expectations with Q3 revenue exploding 245% to 250% year-over-year, fueled by massive overseas expansion and solid domestic gains. Yet the stock's on a brutal five-day skid, shedding over 10% in the latest session alone, as traders fret over whether this growth spurt is already baked into the price. Overseas sales skyrocketed 365% to 370%, outpacing China's 185% to 190% surge, highlighting the company's killer pivot to global markets like the US where demand for hits like Labubu dolls is off the charts. Despite the pullback, analysts are pounding the table with an average price target around HK$360, some even eyeing HK$450 highs, signaling plenty of upside from current levels near HK$232.

This dip screams opportunity—strong fundamentals clash with short-term sentiment jitters, possibly from broader market rotations or overhyped expectations post-earnings. Overseas momentum alone could drive the next leg up, as US sales continue dominating with triple-digit jumps. If you're aggressive, scoop up shares at HK$240 for that rebound potential; more cautious types might stalk HK$200 for max value, but don't sleep too long or you'll miss the snapback. Personally, I'd buy the dip here, betting on sustained international hype to push past recent peaks.

Revenue Breakdown Table:

the recent price action:

Market whispers suggest this could be a Wyckoff-style shakeout before the next rally, especially with product restocks flying off shelves and global buzz intact. If growth peaks in 2025 as some predict, locking in now hedges against slowdown fears later. What's your move—dive in or watch from the sidelines?

📢 Like, repost, and follow for daily updates on market trends and stock insights.

📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire @CaptainTiger @MillionaireTiger

Pop Mart Flash Crash: Shorts Go Crazy! See HK$180?
Pop Mart opened with a sharp drop and continued to decline, falling nearly 8.5% yesterday, marking its largest single-day drop in over six weeks. Today, the stock continues to slide another 5%, representing a roughly 40% decline from its August highs and wiping out over HKD 180 billion in market value. In its 2025 Consumer Industry Outlook report, Morgan Stanley downgraded Pop Mart’s projected 2026 revenue growth from 30% to 18%. -------- Do you agree with Morgan Stanley's report? Is $180 the next target?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Reg Ford
    2025-10-23
    Reg Ford
    10% skid + HK$360 target! Wait HK$200 for max value.
  • Merle Ted
    2025-10-23
    Merle Ted
    Pop Mart is now worth more than LEGO. Sorry, but easy choice on who will be around in 10 years. Pop that bubble.

  • Norton Rebecca
    2025-10-23
    Norton Rebecca
    泡泡玛特245%营收!
  • jigglyp
    2025-10-23
    jigglyp
    Buy the dip
Leave a comment
4
2