Labubu Surpasses Molly! Which of Pop Mart's 5 Major IPs is Your Favorite?

After Pop Mart's release of its H2 2024 earnings, both revenue and profits exceeded expectations, with the stock rising 10.87%, hitting a new all-time high. The "Monsters" series surpassed Molly to become the top IP, accounting for nearly 30%. Plush toys saw a significant increase in their share, rising from less than 10% in the first half to 30%. ------------ With new IPs rising, which one is your favorite? Are you a fan of labubu or molly? Do you like the new IPs like Hirono or Crybaby?

Labubu EXPLODES! Pop Mart 375% Overseas Growth Stuns Global Toy Market šŸš€

$POP MART(09992)$ announced its full-year results for FY24 at noon on March 26, demonstrating "both internal and external cultivation" to be the best among Chinese companies. 2024 has verified the triple logic of "globalization expansion + IP iteration + operational leverage".Overall, 2024 verified the triple logic of "globalization expansion + IP iteration + operation leverage", and the performance exceeded expectations:Overseas outbreak: localized operation ability breaks through the regional ceiling, overseas cultural output opens the second growth curve, and domestic refined operation is a hedge against weak consumption.IP vitality: new and old IP synergize, product structure upgrades to high gross profit, scale effect releases profit elastic
Labubu EXPLODES! Pop Mart 375% Overseas Growth Stuns Global Toy Market šŸš€

šŸ’„ POP MART 2024 IP Rankings Revealed: Where Does Your Favorite IP Stand?

With the rise of soft vinyl plush in 2024, Labubu claimed the top spot, followed closely by Molly and Skullpanda. Meanwhile, the dark horse Crybaby surged to fourth place thanks to overseas markets, with Dimoo rounding out the top five.Surprised by the rankings? What are your thoughts on this financial report?šŸ”„ Who Emptied Your Wallet in 2024? The Ultimate Blind Box Battle! šŸ”„šŸ’› MOLLY – The Queen of Blind Boxes šŸ‘‘The forever-popular golden-haired cutie + a crossover collab masterDesigned by artist Wang Xinming | Total sales: Ā„780MThe timeless classic of the blind box world!šŸ‘¾ LABUBU – The Whimsical Top ContenderCreated by designer Kasing Lung (Fun fact: Did you know Labubu is actually a girl?)From space adventures to mystical creatures | Annual sales: Ā„620MMust-have series for new collectors!šŸ–¤
šŸ’„ POP MART 2024 IP Rankings Revealed: Where Does Your Favorite IP Stand?
avatarSpiders
03-21

Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

Pop Mart (09992) has been on a spectacular rally, surging 300% last year and up another 49% year-to-date (YTD), recently hitting new all-time highs. Many now argue that traditional investment favorites like gold and Moutai are losing relevance among younger generations, while trendy collectibles like Labubu and Molly are capturing Gen Z's attention. POP MART (09992) Pop Mart’s Appeal: The New Wave of Collectibles Pop Mart has successfully built a business around blind box culture, tapping into the psychology of surprise, exclusivity, and collectibility. Their products, including Labubu, Molly, Dimoo, and Skullpanda, have become social phenomena, frequently discussed among young consumers. The company has positioned itself not just as a toy seller, but as a cultural and lifestyle brand, ble
Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

$POP MART(09992)$ is hitting new highs, and it’s not just about limited edition toys anymore—it's a whole cultural revolution, and it’s totally Gen Z! If you haven’t heard of Molly and Labubu, you might be missing out on the hottest collectible toys on the market.Are these cute figures the new status symbol for the younger generation?One savvy Tiger, who has been holding Pop Mart for a while, raked in over 2 million HKD in profits!And you know what they say, ā€œIf you can’t buy a Moutai for 3000 RMB, why not buy a big Labubu instead?ā€ He believes that the new era of collectors is all about limited-edition toys and cards, not 2000’s Moutai.So, would you gift a Moutai or the ultimate collectible toy?You’re not going to shift all your spending to coll
Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

High beta China stocks: Who performs better than Tencent in HK?

The "reversal" of Chinese assets has been the main trading theme of the recent past.This week's earnings reports from bit techs like $XIAOMI-W(01810)$ $TENCENT(00700)$ $PDD Holdings Inc(PDD)$ $MEITUAN-W(03690)$ Earnings reports from such giants, if they perform well, could further fuel this wave.In a bull market, high beta (Beta >1) stocks tend to be the center of market attention due to their high volatility.The advantages areHigh potential for excess returns: more sensitive to market fluctuations, and their gains are usually significantly higher than the broader market in bull markets;Offensive tool in industry ro
High beta China stocks: Who performs better than Tencent in HK?
avatarZash
03-21
$POP MART(09992)$ please do your own research this is just research information. Pop Mart (stock ticker: 9992.HK on the Hong Kong Stock Exchange) has already seen a significant rise in its stock value, largely driven by its unique position in the collectible toy market and the growing interest in products like Molly and Labubu. However, when evaluating whether these characters will fuel further stock market growth, there are a few things to consider: Sustainability of Demand: The collectible toy market can be highly trend-driven, so while Molly and Labubu may be popular now, the key is whether their appeal can be sustained over time or if their popularity will wane as new characters emerge. Trends in collectibles often experience cycles of highs
avatarShyon
03-27
Honestly, I'm not too surprised by the rankings—Labubu taking the top spot was expected, given its massive fanbase and diverse series. Molly and Skullpanda are always strong contenders, but what really caught my eye was Crybaby's meteoric rise. The emotional resonance of the design, combined with overseas market traction, clearly made it a breakout success. Dimoo staying in the top five also makes sense—it has a comforting, almost nostalgic appeal that resonates well, especially in stressful times. That said, I think 2025 might see more surprises. Hirono's fusion of traditional Japanese aesthetics and cyberpunk elements could gain even more traction, and ZSIGA's rebellious charm has the potential to explode, especially among younger collectors. For me, the real question is whether Molly ca
@MillionaireTiger:šŸ’„ POP MART 2024 IP Rankings Revealed: Where Does Your Favorite IP Stand?

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$POP MART(09992)$  this is crazy
avatarkoolgal
03-21
🌟🌟🌟If I am young again, I would prefer Labubu as it is quirky, cute and definitely adorable.  I was in Guangzhou recently and I have seen first hand how popular Popmart stores are.  The element of surprise in a blindbox is a brilliant idea!  It is not only the Gen Z that are fascinated by Molly and Labubu.  Even some adults are especially after endorsement by KPop Star Lisa with over 100 million followers on Instagram.  Which is Better - Labubu or Kweichow Moutai?  That depends who the receiver of the gift is.  For the older generation, a bottle of the famous Kweichow Moutai would certainly be appropriate.  However for the younger generation, a cute Labubu would be greatly appreciated.  As for me, I prefer to invest in 
@Tiger_SG:Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?
$POP MART(09992)$ Labubu surpassing Molly marks a significant shift in Pop Mart’s IP landscape, reflecting changing consumer preferences. Among Pop Mart’s five major IPs — Labubu, Molly, Dimoo, Skullpanda, and Pucky — Labubu stands out for its quirky design and emotional connection with collectors. Its mischievous yet lovable character appeals to a broad audience, driving strong repeat sales. This shift highlights Pop Mart’s strength in adapting to market trends and keeping its IP portfolio fresh and engaging. Which one is your favorite?
$POP MART(09992)$ Pop Mart’s new high reflects growing demand for collectible toys, especially among Gen Z. Molly and Labubu’s popularity signals strong brand loyalty and effective IP monetization. If Pop Mart sustains this momentum through new releases, global expansion, and collaborations, the growth could continue. However, market saturation and shifting consumer trends pose risks. Monitoring sales data and new product launches will reveal if this is a lasting trend or a temporary pop culture wave.
avatarShyon
03-20
I definitely see the appeal of $POP MART(09992)$ and the whole blind box craze—there’s something exciting about the surprise element, and the designs are undeniably cute. Molly and Labubu have already built a strong fanbase, and with the way Gen Z embraces collectibles as a form of self-expression, I wouldn’t be surprised if they become even bigger. That said, I’m not sure if I’d fully jump on the blind box bandwagon myself. The thrill of collecting is fun, but I also prefer knowing exactly what I’m getting. Still, I can see why people love it, especially with the community and cultural hype around it. As for gifting, I think it depends on the person. If they’re a collector or into designer toys, a rare Pop Mart figure could be a great gift. But
avatarMHh
03-18
$POP MART(09992)$   Pop Mart has indeed been making waves, with its collectibles like Labubu and Molly becoming cultural icons, especially among Gen Z. These characters, with their unique designs and the thrill of blind box unboxing, have captured the hearts of young collectors worldwide. Labubu, for instance, has gained popularity partly due to endorsements by celebrities like BLACKPINK's Lisa. Pop Mart's strategy of creating trademarkable characters like Molly and Labubu has been a cornerstone of its success. The company has leveraged its proprietary designs to foster consumer loyalty and elevate its brand identity. The reach of pop mart is international. Pop Mart's market cap has grown significantly, driven
avatarMHh
03-20
Pop Mart has indeed been making waves, with its collectibles like Labubu and Molly becoming cultural icons, especially among Gen Z. These characters, with their unique designs and the thrill of blind box unboxing, have captured the hearts of young collectors worldwide. Labubu, for instance, has gained popularity partly due to endorsements by celebrities like BLACKPINK's Lisa. Pop Mart's strategy of creating trademarkable characters like Molly and Labubu has been a cornerstone of its success. The company has leveraged its proprietary designs to foster consumer loyalty and elevate its brand identity. I will not jump on this as I am not a fan of collectibles. I prefer buying the stock of pop mart and Moutai than to buy the products as there is no storage concerns for me and I feel that ther
@rL @HelenJanet @koolgal @Shyon @Aqa @GoodLife99 @Universe宇宙 @LMSunshine @SPACE ROCKET @TigerGPT $POP MART(09992)$ is hitting new highs, and it’s not just about limited edition toys anymore—it's a whole cultural revolution, and it’s totall
$POP MART(09992)$ Walked into a POPMART out of curiosity Knew it was Chinese but wanted to see what the fuss was all about It's just a toy store But $POPMF is up 7x from 1.5 months ago and 13x from 2022 Somehow 30% 2Y topline growth AND 30% FCF margins Is this $PDD on steroids WTF man
$POP MART(09992)$ Pop Mart’s new high reflects strong demand for collectible toys, especially Molly and Labubu. Gen Z’s growing interest in designer toys and limited editions fuels this momentum. Expanding global presence and successful IP collaborations are key growth drivers. If consumer spending stays strong, Pop Mart could break further highs. My view remains bullish, but watch for potential slowdown in discretionary spending.
avatarDotspot
03-22
There is apparently a slight oversupply of labubus in the market now, but another version is to be released. Has the fad passed or is this going to be around for the longer term?
maybe another 1 to 2 years , we will see those toys in the recycle bins 😜
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