To The Moon

Trending POP Mart flying 

This week (September 15-19), the Hong Kong stock market showed an up-and-down but overall upward trend, driven by the Federal Reserve's interest rate cut and the wave of developments in the AI industry. The $HSI(HSI)$ closed at 26,533.04 points on Friday, with a weekly gain of 0.55%. The $HSTECH(HSTECH)$ performed even better, rising 4.97% over the week to 6,287.02 points. Trading was active across the market, with total weekly turnover reaching HK$1.67 trillion. On September 18, turnover exceeded HK$4,133 billion, the highest since April 9.Non-essential consumer goods and technology sectors were the market highlights. The Hang Seng Tech Index had a strong showing throughout the week, with an intraday sw

HK250 seems like a reasonable dip to buy

 Pop Mart: What's Driving the Downgrade? - Valuation Concerns: JPMorgan believes Pop Mart’s current valuation is no longer attractive, especially after a sharp intraday drop of over 8%. - Target Price Cut: The price target was slashed by 25% to HKD 300, signaling reduced short-term upside. - IP Saturation Worries: Investors are jittery about the sustainability of Labubu’s popularity. Secondary market prices have dipped, but JPMorgan attributes this to overproduction rather than fading demand.

Here’s my take on the JPMorgan cut of Pop Mart to HK$300, and where might be decent “dip‐buy” levels, plus key risks and what to watch out for.  JPMorgan recently downgraded Pop Mart’s rating from Overweight to Neutral, and lowered their target price from HK$400 to HK$300.  The reasons they cite: • Valuation is “priced for perfection” — a lot of positive catalysts have already been realized (four of seven in JPM’s list) and many expectations are now built into the current share price. • Remaining catalyst visibility is low — things like animation release, Labubu 4.0 launch, interactive toys are still planned but with low visibility / uncertain timing • Risk from small misses — given how high expectations are, even minor disappointments (product, licensing, resale demand, competit

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On September 8, a piece of positive news also emerged — Hang Seng Indexes Company announced the results of its index review for the second quarter of 2025, confirming the inclusion of Pop Mart into the Hang Seng Index. The number of constituents will increase from 85 to 88. Alongside Pop Mart, China Telecom and JD Logistics were also newly added.Another good news is $POP MART(09992)$ released a stellar earnings.Perhaps the new product failed to quickly open up fresh imagination, or perhaps after the stock hit a record high, the current price had already priced in market expectations for the launch. As a result, the new series release did not drive the stock price higher. From the post earnings high to September 16, Pop Mart’s stock had fallen by

🧸 Pop Mart at HK$300: Disney-in-the-Making or Hype at Its Peak? Pop Mart has been the darling of Hong Kong’s consumer rally in 2025. From the frenzy around Labubu to the surprise move into jewellery, it’s built one of the most talked-about IP-driven ecosystems in Asia. But now, even the bulls are pausing. This week, JPMorgan cut its target price from HK$400 to HK$300, warning that the year’s biggest catalysts are already priced in. Shares are holding near record highs, but the downgrade begs a tough question: is this dip a gift for believers, or the start of a hangover after too much hype? --- 📊 What Fueled the Rocket Ride? Pop Mart’s rally wasn’t luck — it was execution plus timing. H1 revenue jumped +204% YoY to RMB 13.9B, outpacing nearly every consumer peer. Management hiked its full-y

Pop Mart has already priced in a lot of good news this year — strong H1, Uniqlo collab, index inclusion — so I get why JPM cut the target to HK$300. Without fresh catalysts in the short term, it may be tough to keep the same investor excitement. That said, Labubu & Friends and the interactive toy segment could expand their IP value meaningfully over time, but it’s more of a mid-to-long-term play. Personally, I’d look to buy closer to HK$250–260 on weakness, where risk/reward looks more attractive.

Pop mart is just like the past of brick bear. Once the frenzy is over, the products will be left on the shelves. Therefore there is still a possibilty that pop mart share price will crash in the future.

🚨🚨On September 15, 2025, global markets were largely characterized by a cautious tone as investors awaited the U.S. Federal Reserve's policy meeting later in the week, where a rate cut is widely expected. Here's a summary of the key market analysis: Key Market Drivers:  * Anticipated Fed Rate Cut: The primary market focus is on the upcoming FOMC meeting, where a 25-basis-point rate cut is seen as a near certainty due to recent weak U.S. labor market data. This expectation has been a major factor in supporting equities and has led to a slip in U.S. Treasury yields to a five-month low.  * Mixed Economic Data: While the U.S. labor market shows signs of cooling, other economic indicators are mixed. U.S. inflation data from August was mixed, with CPI rising but producer prices declini

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As I look at the recent update from JPMorgan cutting Pop Mart's $POP MART(09992)$   target price from HK$400 to HK$300, I tend to agree with this adjustment. The share price has rallied significantly this year, driven by strong first-half results, the Uniqlo collaboration, index inclusion, and the opening of gold jewelry stores. It feels like the stock has already priced in these catalysts, and now might be a good time for it to take a breather and cool down the frenzy that's been building up. I believe maintaining investor excitement without near-term major catalysts could be challenging for Pop Mart. The momentum that carried the stock this far might wane if there's no clear, immediate driver to keep the

J.P. Morgan downgraded $POP MART(09992)$ from Overweight to Neutral and cut its target price from HK$400 to HK$300 (2026E ~25x P/E, PEG 1.1x). The firm noted that four major catalysts have already been realized this year—strong 1H25 results, the Uniqlo collaboration, index inclusion, and the launch of gold jewelry stores—while the remaining three (animation launch, Labubu 4.0, and interactive toys) still lack visibility in timing and impact. Although search interest and resale prices have declined, this is largely due to a tenfold expansion in capacity since 1Q25 rather than weakening demand, and brand momentum and sales drivers remain solid. Government agencies and platforms are also stepping up anti-counterfeiting measures, which should help st

The next catalyst windows could include:Launch of Labubu & Friends Season 1 (20 episodes × 2 minutes);Pre-heating/release of Labubu 4.0 around Christmas/Lunar New Year;Potential rollout of interactive toys.If the share price undergoes a significant pullback, it could present an attractive entry point. $POP MART(09992)$

This week Hong Kong stocks put on a show. $HSI(HSI)$ surged 3.82%, blasting through the 26,000 mark—its highest level in four years. 🚀Macro Data: Mixed Signals at Home, Dovish Winds AbroadChina’s customs data on Monday showed exports in USD terms rose 4.4% YoY in August, down 2.8 percentage points from July—the slowest pace in five months. Imports grew just 1.3%, also weaker.The export slowdown was mainly due to a high base last year and fading “front-loading” effects. Under U.S.-China trade tensions, exports to the U.S. plunged 33.1% in August, after a 21.7% drop in July, marking the fifth straight month of double-digit declines.On inflation, CPI fell 0.4% YoY, worse than expected. Food prices were softer than seasonal norms, while a high base eff

$POP MART(09992)$  come on pop mart

The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain

LABUBU 4.0 has officially hit the shelves, marking the latest chapter in Pop Mart's ever-evolving lineup of designer toys. Ahead of the release, restock payments for several high-demand LABUBU and Crybaby models had opened, and interestingly, resale prices on Chinese secondhand trading platforms have dropped sharply, now approaching official retail levels, a rare phenomenon in a market often dominated by scarcity-driven hype. While I'm not personally a fan of LABUBU, the trend offers an intriguing lens into the dynamics of collectible culture. Hype, as history repeatedly shows, is often fleeting. Consider the Be@rbrick craze of the early 2000s: early releases commanded astronomical resale prices, but as the market matured and production expanded, many of these once-sought-after figures los

This week (September 15-19), the Hong Kong stock market showed an up-and-down but overall upward trend, driven by the Federal Reserve's interest rate cut and the wave of developments in the AI industry. The $HSI(HSI)$ closed at 26,533.04 points on Friday, with a weekly gain of 0.55%. The $HSTECH(HSTECH)$ performed even better, rising 4.97% over the week to 6,287.02 points. Trading was active across the market, with total weekly turnover reaching HK$1.67 trillion. On September 18, turnover exceeded HK$4,133 billion, the highest since April 9.Non-essential consumer goods and technology sectors were the market highlights. The Hang Seng Tech Index had a strong showing throughout the week, with an intraday sw

Here’s my take on the JPMorgan cut of Pop Mart to HK$300, and where might be decent “dip‐buy” levels, plus key risks and what to watch out for.  JPMorgan recently downgraded Pop Mart’s rating from Overweight to Neutral, and lowered their target price from HK$400 to HK$300.  The reasons they cite: • Valuation is “priced for perfection” — a lot of positive catalysts have already been realized (four of seven in JPM’s list) and many expectations are now built into the current share price. • Remaining catalyst visibility is low — things like animation release, Labubu 4.0 launch, interactive toys are still planned but with low visibility / uncertain timing • Risk from small misses — given how high expectations are, even minor disappointments (product, licensing, resale demand, competit

🧸 Pop Mart at HK$300: Disney-in-the-Making or Hype at Its Peak? Pop Mart has been the darling of Hong Kong’s consumer rally in 2025. From the frenzy around Labubu to the surprise move into jewellery, it’s built one of the most talked-about IP-driven ecosystems in Asia. But now, even the bulls are pausing. This week, JPMorgan cut its target price from HK$400 to HK$300, warning that the year’s biggest catalysts are already priced in. Shares are holding near record highs, but the downgrade begs a tough question: is this dip a gift for believers, or the start of a hangover after too much hype? --- 📊 What Fueled the Rocket Ride? Pop Mart’s rally wasn’t luck — it was execution plus timing. H1 revenue jumped +204% YoY to RMB 13.9B, outpacing nearly every consumer peer. Management hiked its full-y

This week Hong Kong stocks put on a show. $HSI(HSI)$ surged 3.82%, blasting through the 26,000 mark—its highest level in four years. 🚀Macro Data: Mixed Signals at Home, Dovish Winds AbroadChina’s customs data on Monday showed exports in USD terms rose 4.4% YoY in August, down 2.8 percentage points from July—the slowest pace in five months. Imports grew just 1.3%, also weaker.The export slowdown was mainly due to a high base last year and fading “front-loading” effects. Under U.S.-China trade tensions, exports to the U.S. plunged 33.1% in August, after a 21.7% drop in July, marking the fifth straight month of double-digit declines.On inflation, CPI fell 0.4% YoY, worse than expected. Food prices were softer than seasonal norms, while a high base eff

The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain

As I look at the recent update from JPMorgan cutting Pop Mart's $POP MART(09992)$   target price from HK$400 to HK$300, I tend to agree with this adjustment. The share price has rallied significantly this year, driven by strong first-half results, the Uniqlo collaboration, index inclusion, and the opening of gold jewelry stores. It feels like the stock has already priced in these catalysts, and now might be a good time for it to take a breather and cool down the frenzy that's been building up. I believe maintaining investor excitement without near-term major catalysts could be challenging for Pop Mart. The momentum that carried the stock this far might wane if there's no clear, immediate driver to keep the

🌟🌟🌟Pop Mart $POP MART(09992)$  just popped 8.6% today due to strong 1H 25 earnings and a positive outlook for continued growth fueled by global expansion and innovative IP strategies.  Pop Mart's story began in 2010 when Wang Ning, Founder and CEO  of Pop Mart $POP MART(09992)$  launched a humble store in Beijing with a radical idea: that toys could be emotional art.  Today Pop Mart is a global powerhouse and its characters like the defiant nostalgic Labubu, have become cultural icons. Pop Mart H1 25 results smashed past expectations as its Net Profit surged almost 400% in the first half, exceeding expe

$Pop Mart International Group Limited(POPMF)$ Pop Mart is stirring excitement with Labubu 4.0 set to launch next Thursday, but the buzz is tempered by a sharp drop in secondhand prices for hot Labubu and Crybaby models, now nearing official retail levels on platforms like Taobao. This trend raises questions about fading hype, potentially signaling a stock pullback despite the company’s record H1 2025 revenue of 13.88 billion yuan (up 204%) and profit of 4.709 billion yuan (up 362%). With the S&P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel amid 30-35% tariffs, the VIX at 14.49 suggests stability, but Pop Mart’s stock at HK$284 (up 270% YTD) faces scrutiny. As Labubu’s revenue share drops to 34.7%, is this a healthy shift or a w

🚨🚨On September 15, 2025, global markets were largely characterized by a cautious tone as investors awaited the U.S. Federal Reserve's policy meeting later in the week, where a rate cut is widely expected. Here's a summary of the key market analysis: Key Market Drivers:  * Anticipated Fed Rate Cut: The primary market focus is on the upcoming FOMC meeting, where a 25-basis-point rate cut is seen as a near certainty due to recent weak U.S. labor market data. This expectation has been a major factor in supporting equities and has led to a slip in U.S. Treasury yields to a five-month low.  * Mixed Economic Data: While the U.S. labor market shows signs of cooling, other economic indicators are mixed. U.S. inflation data from August was mixed, with CPI rising but producer prices declini

Over the past two years, Chinese assets have been like a roller coaster—plunging all the way down, but in doing so, catching the eyes of global investors once again.Valuation recovery story: A-shares went through a prolonged compression, and today their overall P/E ratios have dropped to historical lows, like “quality goods on sale.”The Hong Kong label: The Hang Seng Index and Hang Seng Tech Index still carry the title of “the world’s cheapest market,” cheap enough to make investors take a second look.Smart money in motion: Southbound capital continues to pour in, with ETFs like Hang Seng China Enterprises (HSCEI) and Hang Seng Tech repeatedly hitting record turnover. Beneath the noise lies opportunity.Policy momentum: From growth stabilization to capital market reforms, policy has acted a

In recent days, China’s A-share market has ignited a long-awaited rally—Shanghai’s benchmark index broke through a ten-year high, and the total market capitalization of A-shares surpassed the landmark ¥100 trillion for the first time. This wave of momentum has drawn fresh attention to “China assets,” especially the potential of its technology sector.Over the past decade, when people think of the world’s most influential tech companies, their minds go straight to Wall Street’s “Big Tech Seven”: $Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NVIDIA(NVDA)$

In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y

In recent days, China’s A-share market has ignited a long-awaited rally—Shanghai’s benchmark index broke through a ten-year high, and the total market capitalization of A-shares surpassed the landmark ¥100 trillion for the first time. This wave of momentum has drawn fresh attention to “China assets,” especially the potential of its technology sector.Over the past decade, when people think of the world’s most influential tech companies, their minds go straight to Wall Street’s “Big Tech Seven”: $Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NVIDIA(NVDA)$

🚀 Pop Mart at New Highs — Is Labubu 4.0 the Start or the Peak? Pop Mart ($POP MART(09992)$  ) has done it again. The stock has pushed to fresh highs on the back of excitement for its Labubu 4.0 release. Fans lined up, payments for restocks poured in, and even the sidekick Crybaby models are flying off shelves. But beneath the frenzy, cracks may be forming. In the secondary market, prices of the hottest Labubu collectibles are sliding closer to retail levels — a sign that the hype cycle could be cooling. For investors, this raises the million-dollar question: is this still a 🚀 growth story to hold, or is it time to take profits before sentiment turns? --- 🎭 The Hype: Labubu Mania Labubu has become more than a to

Pop Mart is rewriting the rulebook with its first-half 2025 results, posting a staggering RMB 13.876 billion in revenue—a 204.4% year-on-year leap that already tops the full-year 2024 total of RMB 13.04 billion. Net profit soared to RMB 4.709 billion, up 362% from last year, outpacing the 2024 full-year profit of RMB 3.4 billion and smashing expectations. With the S&P 500 at 6,466.58, Bitcoin at $124,002, and oil at $75/barrel amid 30-35% tariffs, the rally stands out, though the VIX at 14.49 hints at lurking volatility. The stock, trading at HK$284 as of Tuesday, has surged 270% year-to-date, fueled by a diversified revenue stream where Labubu’s contribution dipped to 34.7% from over 40%, signaling a healthier portfolio. Can this momentum push it to HK$300 this week, or is the valuati

Pop Mart $POP MART(09992)$ just delivered stellar H1 2025 results, making a powerful statement in global retail and collectible toy spaces. Key Financial Highlights Revenue surged ~204% YoY to RMB 13.9 bn (≈ US $1.93 bn) in the first half of 2025 more than triple the previous year. Net profit climbed nearly 400% to around RMB 4.6 bn (~US $636 million) smashing expectations. Gross margin expanded too up from 64% to a strong ~70%. The Labubu Effect & Global Expansion The Monsters IP (led by Labubu) generated RMB 4.81 bn (~US $670 million), accounting for ~35% of total revenue. Plush toys (driven by Labubu keychains and plush variants) saw over 1,200% growth, now representing ~44% of revenue. International revenues soared: Americas grew ~1,100%,

$POP MART(09992)$   I am truly impressed by the amazing earnings results from Pop Mart. The company's revenue for the first half of 2025 reaching RMB 13.876 billion, with a staggering 204.4% year-on-year increase, is a testament to its explosive growth. This figure surpasses the earlier target of RMB 20 billion for the entire year, which Founder Wang Ning had set with confidence at the beginning of 2025, aiming for a 50% overall growth from last year's RMB 10 billion. The fact that he now believes RMB 30 billion is easily attainable this year speaks volumes about the company's momentum. I find it particularly exciting that Pop Mart's stock surged more than 10% in a straight rally, hitting a record high. This ki

$Pop Mart International Group Limited(POPMF)$ A Cult Brand at a Crossroads Pop Mart stands at one of those market junctures that tends to define the next leg of a company’s story. The blind-box pioneer has evolved from a niche collectibles label into a lifestyle ecosystem spanning proprietary IP, retail storefronts, self-service “Robo Shops,” e-commerce, and international distribution. Ahead of the next earnings print, the debate has sharpened: is Pop Mart on the verge of another breakout driven by new intellectual property (IP), overseas momentum, and margin leverage—or is the stock set up for a valuation come-down if growth moderation collides with a still-premium multiple? This article frames that binary with discipline. We break down performa

China's Pop Mart, maker of the Labubu doll, says profit soars nearly 400% in first half - CNA $POP MART(09992)$ Market Snapshot & Catalysts New Highs: Pop Mart stock recently hit record highs HK$320–HK$321 following the buzz around the imminent Labubu mini launch. Hang Seng Index Entry: Pop Mart will join the Hang Seng Index (and the China Enterprises Index) on September 8, 2025, joining only two other new entrants a move typically favoring higher institutional demand. Revenue & Profit Surge: Pop Mart’s H1 2025 net profit spiked nearly 400%, while revenue tripled, and full-year revenue is projected to exceed 30 billion yuan (~US$4.18B) well above prior targets. Analyst Sentiment: Analysts remain bullish, with an average target of HK$372,

Pop Mart’s revenue for the first half of 2025 reached RMB 13.876 billion, a staggering 204.4% increase year-on-year. The stock mirrored this momentum, surging in a straight rally to close at $319.8 today, hitting a record 52-week high today within a range of $39.935 to $324.6. POP MART (09992) Founder Wang Ning expressed optimism earlier this year, projecting 50% growth for Pop Mart. Last year, revenue hit RMB 10 billion, and the original target for 2025 was RMB 20 billion. Judging by the company’s stellar performance so far, Wang now believes RMB 30 billion is well within reach, effectively suggesting the growth trajectory is even steeper than anticipated. The Blind Box Phenomenon Central to Pop Mart's success is its innovative "blind box" model, where consumers purchase sealed boxes cont