Over the past two years, Chinese assets have been like a roller coaster—plunging all the way down, but in doing so, catching the eyes of global investors once again.Valuation recovery story: A-shares went through a prolonged compression, and today their overall P/E ratios have dropped to historical lows, like “quality goods on sale.”The Hong Kong label: The Hang Seng Index and Hang Seng Tech Index still carry the title of “the world’s cheapest market,” cheap enough to make investors take a second look.Smart money in motion: Southbound capital continues to pour in, with ETFs like Hang Seng China Enterprises (HSCEI) and Hang Seng Tech repeatedly hitting record turnover. Beneath the noise lies opportunity.Policy momentum: From growth stabilization to capital market reforms, policy has acted a

In the earlier analysis https://ttm.financial/post/470164191429216, we highlighted a cup and handle breakout in Pop Mart, projecting a target around HKD 339 after clearing the key resistance at 287. Looking at the performance data between 22 Aug 2025 and 27 Aug 2025: Underlying Stock (Pop Mart): Rose from HKD 320 to HKD 339 (highest reached was 339.8). That’s a gain of about +5.8% in 5 trading days. Call Warrant ( $PopMart MB eCW251104(XY5W.SI)$ ): Increased from 0.07 to 0.082. That’s a sharper gain of +17.1% over the same period. Key Takeaways: The underlying stock successfully reached the projected breakout target of 339, validating the earlier chart analysis. The warr

China's Pop Mart, maker of the Labubu doll, says profit soars nearly 400% in first half - CNA $POP MART(09992)$ Market Snapshot & Catalysts New Highs: Pop Mart stock recently hit record highs HK$320–HK$321 following the buzz around the imminent Labubu mini launch. Hang Seng Index Entry: Pop Mart will join the Hang Seng Index (and the China Enterprises Index) on September 8, 2025, joining only two other new entrants a move typically favoring higher institutional demand. Revenue & Profit Surge: Pop Mart’s H1 2025 net profit spiked nearly 400%, while revenue tripled, and full-year revenue is projected to exceed 30 billion yuan (~US$4.18B) well above prior targets. Analyst Sentiment: Analysts remain bullish, with an average target of HK$372,

In the options market, the Long Call is one of the most common strategies. When you’re bullish on a stock in the short term but don’t want to commit big capital, a Long Call lets you join the move with small cost, capped risk, and amplified upside. 📒 The Options Handbook sums up some key lessons on using Long Calls— ▶ When to Use a Long Call? 📈 Use it when you’re bullish short-term, but want to keep your capital free. Or if you only expect a short-term rally and want to avoid the risk of holding shares long term. ▶ Don't Wait for Expiry by Default ⏳ If the stock jumps and the option gains value quickly, consider locking in profits early. If the stock moves slowly and the expiry is near, reassess w

Pop Mart ( $POP MART(09992)$ ) Chart Analysis Cup and handle pattern breakout Breakout to all-time high: The recent breakout in POP MART was supported by strong interim results, highlighting robust revenue growth and profitability. Analyst upgrades and optimism that the company could become a candidate for Hang Seng Index inclusion further boosted sentiment. (Source: https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1462558/popular-news/AAFN?) These fundamental catalysts provided the momentum that aligned with the bullish technical setup. Cup and Handle Pattern: The chart illustrates a classic cup and handle formation, a bullish continuation pattern Cup: Formed between 235 and 287, creating a base structure. Handle: Short consolidation before