nomadic_m
08-19
Both $POP MART(09992)$ and $XIAOMI-W(01810)$ have impressive growth prospects! Popmart's globalization strategy is paying off, with overseas revenue expected to surpass domestic revenue. Xiaomi's diversified business segments, including smartphones and EVs, are driving strong revenue growth. Personally, I think Xiaomi's stable growth trajectory makes it a more reliable choice, but Popmart's potential for explosive growth can't be ignored 🤔💸
@SPACE ROCKET：Not sure. So I googled for the following: ❤️Popmart (9992.HK)❤️ Popmart is set to release its first-half financial report on August 19, 2025. The company has already provided a positive profit warning, and analysts are highly optimistic about the results. The key theme is the company's successful globalization strategy. Revenue Analysts expect significant year-over-year revenue growth. Bloomberg forecasts revenue of 13.76 billion yuan for the first half of 2025, which would represent a 201.9% year-on-year increase. Profit The company has already stated that it expects profit to grow by no less than 350% year-on-year. Adjusted net profit is anticipated to exceed 4.6 billion yuan, which would be more than the company's full-year profit for 2024. Key Growth Drivers 1. Overseas Expansion: This is seen as the primary engine for Popmart's growth. Overseas revenue is expected to surpass domestic revenue for the first time, accounting for over 50% of total revenue. 2. Geographical Growth: The Americas market is projected to see a staggering year-on-year growth of 895%-900%, with Europe at 600%-605% and Southeast Asia at 345%-350%. 3. Store Productivity: The company's globalization strategy is proving effective, with overseas store productivity reaching 1.5 times that of the domestic market. 4. Profitability and Margins: The shift in revenue structure, with a higher proportion coming from overseas markets, is expected to positively impact both gross and net profit margins. The company anticipates a continued increase in these margins. 🔥Xiaomi (1810.HK)🔥 Xiaomi's upcoming earnings report is expected to showcase growth driven by its diverse business segments, including smartphones, IoT, and most notably, its new electric vehicle (EV) business. Revenue Bloomberg anticipates Xiaomi's Q2 2025 revenue to reach 115.28 billion yuan, a year-over-year increase of 29.7%. Profit Adjusted net profit is forecasted to be 10.2 billion yuan, representing a strong 52.4% year-over-year increase. Key Growth Drivers 1. Smartphone Business While the market remains competitive, Xiaomi's premiumization strategy appears to be gaining traction. The company has made significant strides in Europe, even reportedly overtaking Apple to become the No. 2 smartphone vendor in the region. 2. Smart Electric Vehicles (EV) The newly launched SU7 sedan is a major highlight. Analysts expect Q2 EV sales to have more than tripled, contributing significantly to overall revenue growth. The EV business is also showing signs of improved profitability, with a rising gross margin and narrowing losses. 3. IoT & Lifestyle Products and Internet Services These segments are also expected to show strong performance. The IoT business maintained its growth momentum, and internet services continued to grow rapidly, reaching a new record high in gross profit margin. 4. Outlook The positive performance of other Chinese EV makers, like Geely, sets an optimistic tone for Xiaomi's EV business. The company's focus on technology and model innovation, as well as its strategic partnerships, are expected to be key topics in the earnings call. I have more faith in Xiaomi than Popmart but market is crazy sometimes, so never know. Just like who knew many crazy adults would be into Popmart toys?!?! What a crazy world we live in. Adults behaving like children, and children behaving like adults 🤷‍♀️🤷‍♂️🤦🤦‍♀️ What do you guys think? Comment for coins @TigerStars @Tiger_comments @TigerPicks @JiaDeName @Zarkness @icycrystal @Barcode @nomadic_m @DanTEOHH @Aqa
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Comments

  • Happiness.
    08-19
    Happiness.
    ‌$POP MART(09992)$  ‌is cool i hope to visit when i am in China next month <3


    • nomadic_m: 
      hi darling, haven't seen u on tiger for awhile now! welcome back!

      China is cool. we visited Shanghai last year. hope to visit another city next time

  • Astrid Stephen
    08-19
    Astrid Stephen
    Xiaomi’s diversified growth—safer bet, sticking with it!
  • Reg Ford
    08-19
    Reg Ford
    PopMart’s global boom! Explosive potential, can’t miss.
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