Pop Mart Breaks Out After Strong Interim Earnings - a review of DLC performance

Binni Ong
08-21

In my article on $POP MART(09992)$ yesterday trading on the earnings, I wrote that:

Earnings Catalyst: POP MART is set to report earnings soon, which could be the trigger for the next decisive move. – Resistance Zone: Price faces resistance around 287. A strong earnings beat could see a breakout above this level, opening the path toward retesting recent highs near 293–300.

The price is now trading higher at around 316, indicating a successful breakout.

News Catalyst Behind the Breakout

  • Strong Interim Report: Pop Mart released its 1H 2025 interim results, showing revenue of ¥13.876 billion, up +204.4% year-on-year, along with a substantial increase in adjusted net profit.

  • Investor Sentiment: The strong performance and growth outlook also led to broker upgrades and talk of possible inclusion in the Hang Seng Index, adding further momentum.

POP MART DLC Trade Recap – Based on Earlier Analysis

In the earlier analysis, I highlighted 287 as the breakout level for POP MART. The stock later cleared this level and traded around 297. At that point, the 5x Long DLC $Popmart 5xLongSG270706(IAUW.SI)$ ) was priced at about 1.465.

Performance Recap (1-day move):

  • Entry at breakout (POP MART ~297, DLC ~1.465).

  • Current price (POP MART ~319, DLC ~1.895).

  • Gain on DLC trade = (1.895 – 1.465) / 1.465 × 100% ≈ +29%

Takeaway:

  • While POP MART itself gained about 7.4% from 297 to 319, the Long DLC amplified the move into a +29% return within a day.

  • This illustrates how DLCs can be used for short-term tactical trading around clear chart levels like the breakout identified at 287.

Important Note: DLCs are leveraged products, meaning both gains and losses are magnified. They are suitable for short-term trading but require strict risk management and monitoring, especially around earnings or breakout setups.

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Disclaimer: 

This document is not an offer or solicitation to buy or sell, nor financial advice or recommendation for any investment product. This document has been published for general circulation only. 

This advertisement has not been reviewed by the Monetary Authority of Singapore. This post is sponsored by Societe Generale, Singapore Branch. The content of this article does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommendation. The price may rise and fall in value rapidly and holders may lose all of their investment. Any past performance is not indicative of future performance. Investments in DLCs carry significant risks, please see dlc.socgen.com for further information and relevant risks. The DLCs are for specified investment products (SIP) qualified investors only.

Pop Mart Defies the Falling Trend & Rebounds! Eyeing HK$300?
JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline? 1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts? 2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value? 3. At what price level would you consider Pop Mart a buy?
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
    08-21
    Reg Ford
    Earnings crushed it! 316 price feels just the start for POP MART.
  • Astrid Stephen
    08-21
    Astrid Stephen
    29% on POP MART DLC,breakout call paid off big! Love that leverage.
  • JackQuant
    08-21
    JackQuant
    Great! Thanks for sharing this investment chance.👍
  • cozyzi
    08-21
    cozyzi
    Wow, what a fantastic breakout! 🎉👏
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