Hong Kong’s consumer sector is lighting up 2025, and the “HK Consumer F4”—Pop Mart, Maogeping, Mixue, and Lao Pu Gold—are the stars of the show. These powerhouses have smashed through to new highs, with Lao Pu Gold, freshly minted as the “King of HK IPOs,” stealing the spotlight. Its stock blasted to an eye-popping HK$1015 before easing back, still boasting a colossal 300% year-to-date surge. The big question buzzing through the market: are the gutsy dip buyers raking in the profits, or are they about to get burned? The F4 Breakdown: Who’s Driving the Boom? Pop Mart: Collectible Craze Goes Global $Pop Mart International Group Limited(POPMF)$ Pop Mart has turned quirky toys into a goldmine, with its stock soaring over 442% in the last year. The co

🌟🌟🌟Emotional Spending refers to purchases driven by feelings rather than necessity.  It is often linked to impulse buying, retail therapy and the desire for self expression.  In China, Emotional Spending has fueled the success of brands like Pop Mart $POP MART(09992)$  Mixue $MIXUE GROUP(02097)$ and $LAOPU GOLD(06181)$ , especially among Generation Z consumers. The Role of Emotional Spending  Unlike traditional spending habits that are focused on  practicality, Emotional Spending is deeply tied to personal identity, nostalgia, and social trends.  Consumers especially younger gene

$Pop Mart International Group Limited(POPMF)$ $MIXUE BINGCHENG CO LTD.(MXUBY)$ $LAOPU GOLD CO LTD(LPGCY)$ In the sizzling Hong Kong stock market, three "new consumption" stars—Pop Mart, Mixue Group, and Laopu Gold—have ignited investor excitement with jaw-dropping gains. Laopu Gold has soared 210% year-to-date (YTD), Pop Mart has climbed 150% after last year’s rally, and Mixue Group has jumped 99%, even lifting other tea beverage stocks in its wake. At first glance, their businesses—trendy toys, cheap drinks, and gold jewelry—seem worlds apart. Yet, they share a golden thread: delivering "emotional value" at a price that doesn’t sting. But with such meteoric r

I do not spend on anything for the sake of emotional value. I prefer to spend my money wisely on basic needs and the occasional indulgence. Thus, I am actually not a consumer of popmart and laopu gold though I may give in to my sweet tooth occasionally by eating mixue icecream and the last was last December! I prefer to buy these stocks and earn money I think all 3 stocks will continue to rise as their products are affordable so the demand of the masses will continue to push the prices up. They appeal to the desire of people to feel included and trendy as they are now popular. As long as they are part of the social trend, the stock prices will continue to rise. Even if a recession hits, the demand will be there and people will justify their spending simply because they are afforda

Pop Mart, Mixue, and Laopu Gold might appear worlds apart—one sells collectible toys, another serves budget-friendly tea drinks, and the third deals in traditional Chinese gold jewelry. But what unites them is their ability to strike the perfect emotional chord with consumers at a price point that feels just right. In a time when consumers are more selective with their spending, these brands offer a satisfying blend of affordability, brand identity, and emotional reward. Pop Mart taps into the joy of surprise and nostalgia, offering affordable luxury through its blind boxes. Mixue delivers daily indulgence at unbeatable prices, democratizing what used to be a premium experience. Meanwhile, Laopu Gold appeals to cultural heritage and investment-minded consumers, turning jewelry into both a

🐉 HK F4: Bravery or Bagholding in 2025? 🚨 Once the crowd piles in, parabolic charts become fragile. Don’t confuse momentum with invincibility. I’ve seen too many retail rushes turn into rug pulls. 🧠 Personally, I booked partial profits in Lao Pu last week — happy to let the rest ride with a stop. These names are great sentiment plays, but valuations are now stretched. If you’re jumping in now, have an exit plan. 📌 My strategy: Don’t be the last one at the party. Momentum’s fun… until it turns. Rotate gains, trail stops, and don’t overstay the hype cycle.

As Labubu 3.0 ignites global frenzy, is the magic priced in? The tiny yet mischievous Labubu has done it again. On April 25, Pop Mart’s app rocketed to the top of the US App Store’s Shopping category for the first time ever—an extraordinary feat for a Chinese designer toy company still expanding globally. That same evening, its LABUBU 3.0 series sold out instantly across China. The market's reaction? A 12% surge in Pop Mart’s share price, vaulting it to a new all-time high of HK$199. I won’t deny it—seeing a company with roots in Beijing’s toy aisles now command such global attention is exhilarating. But with shares up over 475% in the past year and the valuation nearing nosebleed territory (a trailing P/E of 77.5 and price-to-sales ratio over 18), the question feels inevitable: have we mi

The rise of Pop Mart, Mixue, and Laopu Gold is fascinating — they deliver emotional satisfaction at a low cost, which resonates in today’s cautious spending environment. Whether it’s the thrill of a blind box, the comfort of a cheap milk tea, or the status and security of gold jewelry, each brand offers more than just a product — they sell identity and emotional connection. I’ve noticed my own spending shifting toward items with emotional value. It’s often less about the function and more about how something makes me feel or how it fits into my lifestyle. In tight times, small treats that boost mood or social connection become meaningful — and these brands excel at that. I believe these companies can keep rising if they continue tapping into cultural and emotional trends. As long as they

$POP MART(09992)$  

RIDICULOUS. I DON'T GET THE HYPE ON POPMART AND ALL ITS CRAZY UGLY LABUBU TOYS. SUPER LAME. Adults are not adulting but being freaking kids. Buying freakish looking toys and babying them; putting them in strollers and tucking them in bed. Even putting braces for these freaks. What has our world become?

$POP MART(09992)$  So pop mart is worth more than Alibaba & SMIC 😂

 @Shyon @koolgal @SPACE ROCKET @LMSunshine @Aqa @rL @GoodLife99 @Universe宇宙 @HelenJanet am not into these (I try not to  be into this) as I know once I get them I would probably be putting them aside       Pop Mart provides excitement, Mixue Bi

@Shyon @koolgal @SPACE ROCKET @LMSunshine @Aqa @rL @GoodLife99 @Universe宇宙 @HelenJanet am not into these (I try not to  be into this) as I know once I get them I would probably be putting them aside Pop Mart provides excitement, Mixue Bingcheng offers social c

MIXUE is horrid tbh. Dk what's the hype about. Tried the tall ice cream, meh. Tried the drinks, meh. Honestly, way overpriced for such standard. KOI taste way better.

It is something special to our society! Pop mart bring surprise to everyone !