JimmyHua
03-27

$POP MART(09992)$

Pop Mart stands out as a safer investment due to its strong brand loyalty and proven ability to create hit products. Its strategy of limited-edition blind boxes drives consistent demand and repeat purchases, ensuring stable revenue streams. The company’s expansion into overseas markets also diversifies risk and opens up new growth opportunities. Meanwhile, Mixue’s low-cost model faces pressure from rising raw material costs and intense competition in the F&B sector. Pop Mart’s higher profit margins and intellectual property-driven business model give it a competitive edge in maintaining profitability. This makes Pop Mart a more resilient and promising long-term bet.

HK$2.2B Stock Sale: A Major Red Flag For Pop Mart?
Pop Mart Shares Dumped by Founding Shareholder at Highs — Involving Around HK$2.2 Billion. The major shareholder offloaded approximately 11.91 million shares through multiple block trades, accounting for about 0.9% of Pop Mart’s total share capital. On May 7, Pop Mart closed down 5.43% at HK$184.5. ----------- Is this a sell signal from the major shareholder? Has Pop Mart peaked? Would you continue to hold?
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Comments

  • zookie
    03-28
    zookie
    Great analysis
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