For Pop Mart, it’s harder for me to judge the valuation. Labubu and Crybaby show strong IP potential, but much of the optimism may already be priced in. The key risk is whether these IPs can sustain momentum and whether global expansion delivers the same results. I’d rather stay cautious until earnings.
If I were to use HK options, I’d lean towards buying Xiaomi calls since I’m more bullish there — limited risk but high potential upside if EV or AI news surprises. For Pop Mart, I’d consider selling puts after earnings volatility cools down, especially if the stock pulls back but fundamentals remain solid.
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- DonnaMay·2025-08-18TOPLove your detailed insights here! [Heart]1Report