Pop Mart Peaked? How Will You Short It?

Pop mart continued to decline. 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 When something becomes too popular, it get outdated too.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 or short Pop Mart? What's your short type?

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.
avatarKingyy
06-25
Wow this is a great idea 

​​618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!​

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
​​618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!​

Pop Mart: Is the Party Over? Your Guide to Shorting the Decline

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
Pop Mart: Is the Party Over? Your Guide to Shorting the Decline
Rvthyveg juvkinrl I njku tbrbyn 

Can Pop Mart Keep Climbing? And If Not—How Do You Short It?

Since January, Pop Mart’s stock has skyrocketed more than 200%, driven by IP mania (think Labubu and Molly) and massive FOMO. These cute figurines have become the "spiritual opioids" of China’s Gen Z. Resellers, scalpers, and livestreamers have all piled in. Even Chinese social media feeds are flooded with Labubu photos. $POP MART(09992)$ But things started cooling off on June 18, when Pop Mart restocked its red-hot Labubu 3.0 series. The secondhand price for a box of blind boxes (6 units) quickly collapsed from ¥1100–1500 to ¥600–900. Pop Mart’s stock followed suit, dropping 9% in two days, and over 11% on the week.Can Pop Mart keep going up? And if you’re bearish—how can you short it?Option 1: Shorting the Stock DirectlyThe most straightforward
Can Pop Mart Keep Climbing? And If Not—How Do You Short It?
avatarAN88
06-20
Yes as it's a silly business 
avatarWeChats
06-20
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
avatarJinHan
06-19

Pop Mart's Pullback: Temporary Cool-Off

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
Pop Mart's Pullback: Temporary Cool-Off
avatarantiti
06-19
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
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
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
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