Pop Mart Declines: Has the Stock Peaked Given Labubu Mania?

Pop mart declines 6% yesterday. The hype seems to reach a peak in China. When something becomes too popular, it get outdated too. Do you think Pop Mart or labubu peak now? Will you buy the dip of Pop Mart or not?

avatarantiti
07:39
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
avatarSuccess88
06-16 09:20
Should be a popping mart soon. It's just like previously hello kitty in McDonald's trend. Once is bored and people won't buy it. The stock price is not acceptable of this high level
avatarMHh
06-16 08:48
I don’t think pop mart’s bubble will burst any time soon. The love for the dolls are cult-like. It appeals to people of all ages, not just the youth. I’ve colleagues who bought a few and also friends whose mums bought them! The global icons collectively have a massive fanbase and it can be hard to resist being part of the trend. The blind boxes can be addictive. Once you have one and try to get the secret one, it will be a slippery slope down to buying more blind boxes and contributing to the sales profit for popmart. Labubu is the most common but there are other series that others like. As the leading toy maker, as long as popmart can continue to make new toys that capture the masses’ eyes and the trend keeps up, I believe that popmart will maintain its magic. Don’t fight the trend that a
avatarMrzorro
06-16
POP MART Hits Record High as Brokers Ramp Up Price Targets Shares of toy giant $POP MART(09992)$   surged to historic highs this week. The stock has skyrocketed over 200% year-to-date, climbing from approximately HKD90 to around HKD270 since January. Major Brokers Raise Targets Deutsche Bank analyst Jessie Xu lifted her price target from HKD200 to HKD303 in a research note, projecting explosive profit growth. The bank forecasts the company will achieve RMB7.91 billion in net income by 2025.  "POP MART's cross-cultural appeal suggests its market potential vastly exceeds prior estimates," the report noted, adding that European and American penetration may be in its infancy. Accelerated global expansion
avatarECLC
06-13
Much higher risk to chase the rally now and it could be a bubble burst when the interest wanes and economy not doing well.
avatarsame1
06-12
i guess $POP MART(09992)$ will continue to grow for the next couple of weeks, then it'll crash
avatarHMH
06-12

Labubu Mania: Pop Mart’s Bubble or Billion-Dollar Future?

$POP MART(09992)$ has taken the collectibles world by storm, and its flagship character, Labubu, is leading the charge. With a human-sized Labubu figure fetching $150,000 at auction and the company’s stock hitting a record high of HK$269.80 in Hong Kong, Pop Mart’s valuation has soared to a jaw-dropping $34 billion—surpassing the combined worth of Barbie, Hello Kitty, and G.I. Joe. But as the Labubu frenzy grips fans worldwide and new IPs like Crybaby, Skullpanda, and Hirono gain momentum, the big question looms: Is Pop Mart’s bubble about to burst, or does its IP incubation prowess signal unlimited growth ahead? The Case for Pop Mart’s Unlimited Potential Pop Mart’s rise isn’t just luck—it’s a masterclass in IP creation and marketing. Labubu has
Labubu Mania: Pop Mart’s Bubble or Billion-Dollar Future?
The King is here
avatarAqa
06-11
$POP MART(09992)$ continues its hypergrowth (106.9% YoY revenue increases) and expand globally with youth cult-like appeal. Its sustainable IP incubation capabilities propelled it to a super-league toy creator/ retailer. Thanks @Tiger_SG
avatarWeChats
06-11
$Pop Mart International Group Limited(POPMF)$  (9992.HK): Bubble About to Pop, or IP Incubator with Disney-like Potential? 1. The Bull Case – More Than Just Toys. Pop Mart isn't simply riding the “Labubu mania.” What many overlook is that the company is actively building a multi-IP entertainment platform with licensing optionality. IPs like Skullpanda, Crybaby, Hirono, and Dimoo are early-stage assets with potential for monetisation via: Animated series (already underway in mainland China) Mobile games (early pipeline visible) Global retail footprint (Pop Mart stores now in 20+ countries) Think of it as Funko meets Marvel, but at an earlier, less-discovered phase. 2. The Bear Case – Froth and FOMO. Recent price action reflects classic signs
The yen market is like a pig on LSD u never know which direction is going to go but labubu is cycle business I don't see any of their other ip getting traction
avatarDiAngel
06-11
Everything has its up and down on some days. Hence it depends on whether the investor/trader is FOMO or DYODD. As long as the investor/trader is happy and can sleep well, it is a blessing. [Love you][Heart][USD][Love]🍀🤑 @MHh @rL @ELI_59 @melson @HelenJanet @Wayneqq
avatarLUI8896
06-11
there is a cycle to every  trend or product. When the magnitude of following exploded, everybody chase. When the tide retreats, its when everyone realised that it's time to move on. A dream to own a trending product will never extinct. It's a emotional feeling inside everyone. POP mart is for the future trending. Get the beats going forward by owing one is a must like owning a car or a favourite shirt or shoes. POP mart will be growing even stronger if it knows how to capture the world market(human desire)
avatarAh_Meng
06-10
Bubble obviously… waiting to pop… Pop Mart is a concept that will only take off when the economy is doing well. When recession finally arrives to China and US, essential items like food on the table would be the priority. Occasionally, you might reward yourselves with a cup of bubble tea, etc. Will we still go and buy a Labubu? I doubt so. The rise of Pop Mart also symbolises the rise of the culture of excesses and wants. Yes, the founder has turned those toys 🧸 into “collectible art toys”, however unlike for example a Rolex, one could have replicated those toys 🧸 easily. Having said that, the time is not now when the economy is still in its Goldilocks moment. The time will come when all these come crashing down and people will find out that there’s no one left to buy their “beloved” Labub
avatarMyrttle
06-10
Trends will come and go. If you can make a short term trade and get out at the right time then definitely some good profits to be made

1 Mln Labubu! Pop Mart Bubble to "Pop" or Unlimited Potential?

Today, the globally unique 131CM Mint Green Labubu was hammered at 1.08 million rmb!China has moved far beyond manufacturing cheap toys. Today, it’s creating cultural phenomena like $POP MART(09992)$, whose founder became a billionaire by turning collectible art toys into a global sensation.While other new consumer stocks in Hong Kong retreated after recent highs, Pop Mart stands firm. Its flagship character Labubu has exploded from Southeast Asia into Chinese households, while newer IPs like Crybaby, Skullpanda, and Hirono gain rapid traction worldwide.This isn’t a meme stock, gold, or tech giant. It’s a toy retailer’s meteoric rise. Since early 2024, Pop Mart delivered near 10x returns for investors.Its cultural reach? Massive global Icons incl
1 Mln Labubu! Pop Mart Bubble to "Pop" or Unlimited Potential?

Labubu Mania: Pop Mart’s Defiant Rise—Bubble About to Pop or Empire in the Making?

Everyone’s obsessed with Labubu, and Pop Mart’s cashing in big time. While other hotshot consumer stocks on the Hong Kong exchange—like bubble tea darling Nayuki or fitness app Keep—shot up to new highs only to stumble back down, Pop Mart’s holding strong. Its blind-box empire, led by the mischievous Labubu and backed by rising stars like Crybaby, Skullpanda, and Hirono, has turned toys into a goldmine. But when every influencer, investor, and auntie on WeChat is chasing the same trend, the old Wall Street adage kicks in: “When everyone’s in, it’s time to get out.” So, is Pop Mart’s bubble primed to burst, or does its IP wizardry still have legs? Let’s break it down. The Labubu Effect: Hype Machine in Overdrive Labubu isn’t just a toy—it’s a cultural juggernaut. From Thai princesses paradi
Labubu Mania: Pop Mart’s Defiant Rise—Bubble About to Pop or Empire in the Making?
avatarMrzorro
06-10
Trading Opportunity or Sell-Off Risk? Hong Kong Consumer Stocks Faces Lockup End The "emotional spending" consumer sector has been on a wild ride this year, with stocks like $POP MART(09992)$  , $LAOPU GOLD(06181)$  , $MAO GEPING(01318)$  , and $MIXUE GROUP(02097)$   hitting all-time highs.  However, recent weeks have seen increased volatility due to stretched valuations and profit-taking. The sector got a fresh boost on Monday as $BLOKS (00325.HK)$, $GUMING (01364.HK)$, and $MIXUE GROUP (02097.HK)$ were added to the Southbound Trading under Stock Connect.&
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