📉 Pop Mart (9992.HK) has seen a significant drop recently, with shares sliding amid weakening consumer sentiment and lower-than-expected sales of its latest toy releases. 👀 But here’s the twist — a new mystery box series is set to launch next month, featuring a globally renowned IP collab rumored to drive hype among Gen Z collectors. 🧠 Is this the spark Pop Mart needs to reverse its downward trend, or just a short-lived bounce? 📊 Technically, the stock is approaching a key support level seen last year. RSI is oversold — signaling potential for a rebound. But fundamentally, margins are under pressure, and international expansion remains slow. 💬 Idea: Consider whether this is a speculative entry point for short-term rebound traders or still a wait-and-see for longer-term investors. 🔍 Watchin

$POP MART(09992)$  Bearish all the way. Don't understand how people are so crazily in love with these ugly toys lol. Instead of spending money on such useless ugly dolls and toys, might as well invest them in strong companies right? I can't comprehend some adults sometimes. Behaving worse than kids.

$POP MART(09992)$  pop

$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Everyone’s focused on the 200%+ revenue growth, but I think we’re witnessing the top of an unsustainable mania: Collectible toys are the 2025 version of Beanie Babies. The entire blind box/mystery toy craze is driven by artificial scarcity and FOMO, not genuine collecting passion. Pop Mart’s business model is literally gambling disguised as retail - and regulatory crackdowns on loot box mechanics are coming to physical goods too. The China consumer story is broken. Pop Mart’s growth is happening precisely as Chinese youth unemployment hits record highs and disposable income shrinks. Spending ¥59-199 on ra

$POP MART(09992)$  duh. Built on lameness to begin with. A business that I can't comprehend and never will. Continue plunging popmart. Pop the bubbles.

$POP MART(09992)$ Pop Mart International, the trendy Chinese designer toy maker that once rode the collectible craze to a billion-dollar valuation, is now confronting a steep decline in investor confidence. Shares have fallen significantly from their highs as macroeconomic challenges, fading hype, and intensifying competition weigh on growth. Yet even as its stock price slides, Pop Mart has announced new product series and continues to innovate its offerings to capture consumer imagination. For investors and collectors alike, the key question is whether Pop Mart’s stock has finally found a bottom — or if further downside remains ahead. This analysis explores the company’s latest performance, its product strategy, and what the road ahead may look

Hope pop mart comes with more new designs and characters for its collection 

$POP MART(09992)$  Consumer interest in blind boxes could be fading as the novelty wears off, and the Chinese retail market is facing headwinds with slowing spending. Pop Mart's growth is also at risk if competition increases or if resale prices for its toys start falling. If you believe Pop Mart has peaked, you can short the stock directly on the Hong Kong Exchange (ticker: 9992) if your broker allows it. Another option is to buy put options, if available, which limit your losses. You can also short the broader consumer sector in China or sell Pop Mart collectibles now before prices potentially drop further. Always remember, shorting is risky and needs to be carefully monitored.

Wow this is a great idea 

618 Shopping Festival Performance SummaryGMV reached RMB 35.5 billion during the 618 Shopping Festival, up 35% year-over-year and 11% higher than Double 11 2024This performance was in line with expectations and equaled 71% of GSe's forecasted 2Q25 China smartphone and AIoT revenueHistorical comparison: 69% of 618 in 2024, 59% of 618 in 2023, 66% of Double 11 in 2024Smartphone performance:Ranked #1 in sales and GMV among domestic brands on the Jingdong platform4 of the top 10 best-selling models (Redmi K80, Redmi Turbo 4 Pro, Redmi 14C and Redmi Note 14 Pro)Strong performance in the ultra-high-end market ($6,000+), with the Xiaomi Mi 15 Ultra in the top 10Discount levels remained the same as last year, with an average discount of about 19% (excluding state subsidies), and up to 33% after su

Pop Mart’s stock is sliding, and the once-unstoppable Labubu hype in China seems to be losing steam. When something gets too popular, it often fades just as fast—think fidget spinners or Tamagotchis. With shares continuing to drop, the big questions are: Has Pop Mart peaked? Is Labubu yesterday’s news? And should you short the stock or scoop up the dip? Let’s dive into the data, weigh the risks, and map out a shorting strategy that fits. The Decline: What’s Driving Pop Mart Down? Pop Mart, the Chinese toy giant behind the “blind box” craze, has been a darling of collectors and investors alike. But the cracks are showing: Stock Slump: The stock has shed over 16% from its recent highs, hovering around 235 HKD. That’s a steep fall for a company that once seemed untouchable. Labubu Hype Fading

Rvthyveg juvkinrl I njku tbrbyn 

Yes as it's a silly business 

Pop Mart Cracks - Bubble Burst or Buy-the-Dip Moment? 🎈📉 Pop Mart ($POP MART(09992)$  ) dropped over 5% again yesterday—and it's not a one-off. We might be witnessing the tail end of a hype cycle that once felt unstoppable. The Labubu craze, blind box mania, and premium collector culture all helped fuel Pop Mart's rally... but what happens when the market decides it's seen enough? 📉 Signs of Peak Euphoria Valuation was pricing in infinite demand from Gen Z collectors. Labubu figures flooded resale platforms—too much supply, not enough fresh demand. The company started expanding aggressively overseas, including licensing deals in Japan and Southeast Asia, but without material profit uplift yet. 🚨 The writing was on the wall: whenever a t

The recent slide in Pop Mart's $POP MART(09992)$ share price has collectors and investors alike asking: Has the bubble burst on China's hottest toy phenomenon? While bears point to valuation concerns, a closer look reveals this dip may be nothing more than profit-taking in a still-red-hot market. The fundamentals tell a different story – one where Labubu's cultural dominance is far from peaking, and where the upcoming earnings report could reignite the rally. Why This Isn't Your Typical Fad Stock Pop Mart isn't just selling vinyl dolls – it's perfected the art of cultural arbitrage: 1. The Psychology Behind the Craze Limited edition drops create artificial scarcity (Molly Zodiac series sold out in 8 seconds) Blind box mechanics trigger dopamine h

Fads Must Die! The current nationwide obsession with Labubu mirrors countless past trends. It will eventually be abandoned by fashion. labubu 3.0 becomes available on china's internet. In the realm of consumer experience, extravagance and trendiness are key elements. Georg Simmel placed extravagance alongside greed and stinginess, viewing them as three distinct psychological attitudes in modern monetary economies. On one hand, we greedily pursue higher returns and frugally cut back on spending—both behaviors reflect a mindset where possessing money itself becomes the ultimate goal. In contrast, the extravagant consumer finds satisfaction in the very act of spending and consumption. They are fascinated by the transaction itself, not by the possession of money or goods. For them, money’s val