Why Consumers Love Pop Mart, Mixue, and Laopu Gold?

Recently, three major "new consumption" stocks in the Hong Kong market have performed exceptionally well. Laopu Gold has surged 210% YTD, Pop Mart has risen another 150% this year after a strong rally last year, and Mixue Group is up 99% this year, even driving up other tea beverage stocks. At first glance, these three companies seem unrelated in terms of business models, but they actually represent the optimal cost-performance ratio in their respective industries when it comes to “emotional value vs. spending.” Do you think these three new consumer companies will continue to rise?

avatarMichaelWoon
05-14
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avatarkoolgal
05-08
🌟🌟🌟Even though Pop Mart $POP MART(09992)$ has dropped recently due to the owner selling off its shares, its share price is still up 99% year todate.  The shares sold by Fengqiao Capital only represents 0.9% of the total shares issued. I believe that it is just a temporary setback and Pop Mart will recover soon as its popularity of its products are still growing exponentially overseas especially among the Generation Z. So for those who like to bargain hunt, this is a good time to buy more Pop Mart shares.
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avatarkoolgal
05-08
🌟🌟🌟LAOPU GOLD $LAOPU GOLD(06181)$ latest issue of new shares would result in share dilution.  To entice better sales of its new H shares, a discount of 8.03% has been given. LAOPU GOLD has been a popular stock due to the rising price of Gold as it is up 40% since its listing in December 2023. I believe that with the uncertainties  in the markets, Gold price will be on an upward trajectory.  So LAOPU GOLD maybe a good buy.
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avatarMeow sanzang
05-07
$POP MART(09992)$   Down turn today due to block sells Based on revenue, we are looking good. Bought  additional Shares, let's go. Drop today cause - Block Trade] A bearish block trade of 63.6K shares of POP MART(09992) occurred at price of HK$194.5 and turnover of HK$12.37M at 09:20a.m . The last price is down 0.308%. Today's highest price is $194.5 and lowest price is $194.5. Total volume is 3.924M shares and total turnover is HK$746.552M.
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avatarhighhand
05-08
$POP MART(09992)$   Better sell before the balloon for Pop Mart pops! What kind of moat does Pop Mart even have? Isn't this just retail?  Not something I would invest long term... Just buy the strong stocks and sleep peacefully [Happy]  
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avatarSpiders
03-21

Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

Pop Mart (09992) has been on a spectacular rally, surging 300% last year and up another 49% year-to-date (YTD), recently hitting new all-time highs. Many now argue that traditional investment favorites like gold and Moutai are losing relevance among younger generations, while trendy collectibles like Labubu and Molly are capturing Gen Z's attention. POP MART (09992) Pop Mart’s Appeal: The New Wave of Collectibles Pop Mart has successfully built a business around blind box culture, tapping into the psychology of surprise, exclusivity, and collectibility. Their products, including Labubu, Molly, Dimoo, and Skullpanda, have become social phenomena, frequently discussed among young consumers. The company has positioned itself not just as a toy seller, but as a cultural and lifestyle brand, ble
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Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?
avatarTiger_comments
02-22

Falling US Stocks & Surging China Assets: Will You Join the Hong Kong IPO?

After two consecutive years of a bull market in U.S. stocks, many analysts are warning that valuations are now too high. This year, any news could trigger a major market correction driven by mean reversion.U.S. stocks plunged Friday as inflation fears rose. According to the University of Michigan, consumer inflation expectations for the next 5-10 years surged to 3.5%—the highest since 1995.Fed minutes flagged concerns over tariffs fueling inflation, while $Wal-Mart(WMT)$ soft outlook shook investor confidence. Technically, the Nasdaq and S&P 500 formed a double top, with further gains hinging on next week’s Nvidia earnings.While the recent volatility in U.S. stocks is concerning, the surge in Chinese stocks is even more so. Most investors are s
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Falling US Stocks & Surging China Assets: Will You Join the Hong Kong IPO?
avatarasx股票猎豹 youtube
05-05
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avatarBrianTycangco鄭彥渊
04-28

Pop Mart has nearly delivered a 10x return for its investors since the start of 2024

1. $POP MART(09992)$ No, it's not a meme coin.It's not gold, or $NVIDIA(NVDA)$ or $Palantir Technologies Inc.(PLTR)$ .This is the stock chart of a popular toy manufacturer and retailer.Pop Mart $POP MART(09992)$ has nearly delivered a 10x return for its investors since the start of 2024.Many opportunities await you if you're willing to step outside your comfort zone.Image2. $BABA-W(09988)$ Alibaba's 33%-owned affiliate takes controlling stake in Hong Kong-based retail stockbroker Bright Smart Securities. A positive sign of things to come?For whom haven't open CBA can know mor
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Pop Mart has nearly delivered a 10x return for its investors since the start of 2024
avatarasx股票猎豹 youtube
05-05
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avatarJimmyHua
04-30
$POP MART(09992)$ POP Mart’s explosive rally on the back of Labubu 3.0’s launch isn’t just hype — it’s a validation of a proven IP monetization model. Labubu has become a cultural icon in China’s designer toy market, and with the 3.0 upgrade, POP Mart has again struck gold by combining scarcity, collectibility, and emotional resonance with Gen Z consumers.Beyond Labubu, POP Mart is building an entire content-driven ecosystem — from theme parks to animations and overseas expansion. Its growing IP portfolio and omni-channel strategy (retail + vending machines + e-commerce) create a scalable growth engine.Yes, the stock has run, but like LVMH in its early years, brand-driven consumer businesses can defy valuation gravity when they hit the cultural z
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avatarWendyOneP
04-30
$POP MART(09992)$ POP Mart’s surge following the release of Labubu 3.0 screams euphoric top. Designer toys are a niche market, and while Labubu’s popularity is undeniable, chasing a parabolic move driven by limited-edition hype is rarely wise.The business is heavily reliant on a handful of IPs, and the collectible toy boom may be peaking as discretionary spending weakens, especially among young consumers. Re-runs of older figures and oversupply risk diluting scarcity — a key pricing pillar in this model.Valuations are stretched, and international expansion is still experimental. Any slowdown in hype, production misstep, or inventory build-up could trigger a sharp correction.Conclusion:Labubu 3.0 is a marketing triumph, but investing now is chasin
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avatarkoolgal
04-29
🌟🌟🌟Popmart $POP MART(09992)$ has become a global phenomenon, much loved especially by Gen Z.  At the heart of Pop Mart's popularity is its innovative blind box concept. By packaging collectible art toys, in blind boxes, Pop Mart creates an element of surprise that transforms the purchase into an engaging almost gamified experience.  This model taps into the thrill of unboxing, making it highly shareable on social media and driving a collecting culture among Millennials and Gen Z. Labubu is Pop Mart's most popular toy which has soared to cult status partly due to celebrity endorsements like Blackpink's Lisa. It is not surprising that Pop Mart share price is going up like a rocket to the moon!
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avatarasx股票猎豹 youtube
05-02
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avatarkoolgal
04-29
🌟🌟🌟Pop Mart $POP MART(09992)$ has demonstrated the ability to exercise pricing power in various markets.  For example, Pop Mart has been able to raise prices in the US and other regions to protect its margins against tariff pressures and increased production costs.  Pop Mart is also increasing its international presence through innovative retail formats such as automated roboshops and flagship outlets overseas.  This combination of controlled scarcity and global expansion helps to drive its profits and resulting in its upward momentum in its share price. @Tiger_comments @Tiger_SG
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avatarMkoh
03-27
Both are Hong Kong-listed Chinese companies with strong growth, but they operate in different sectors—Mixue in beverages and Pop Mart in pop culture toys. Mixue Group (2097.HK) Business: Operates over 46,000 stores globally, selling affordable bubble tea, ice cream, and coffee under a franchise model. Financials: For 2024, revenue rose 22% to 24.8 billion yuan ($3.42 billion USD), with net profit up 40% to 4.5 billion yuan ($613 million USD). Its IPO on March 3, 2025, raised $444 million, and the stock has climbed significantly since debut. Strengths: Low-price model thrives in cost-conscious markets, with rapid expansion across Asia. High profit margins and strong returns reflect efficiency. Risks: Recent listing means a short public track record. It’s exposed to commodity price swings (e
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avatarWendyOneP
04-25
$MIXUE GROUP(02097)$ $POP MART(09992)$ Mixue hitting new highs is a painful reminder of how I underestimated the power of low prices and high foot traffic.Insane Scalability: Their model is simple but genius—cheap, fast, and addictive. The franchise system allowed them to scale across China and into Southeast Asia like wildfire.Brand Power on a Budget: While others burn cash on marketing, Mixue lets memes and word-of-mouth do the heavy lifting. Their cost control and viral presence? Chef’s kiss.Missed the Signs: The queues, the TikTok buzz, the copycats… It was all there. I just didn’t believe a budget bubble tea brand could become a legit stock market darling.If I could go back, I’d load up right after
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avatarJimmyHua
04-25
$MIXUE GROUP(02097)$ $POP MART(09992)$ Pop Mart hitting fresh highs hurts because I saw the fandom growing—but still didn’t buy.IP Goldmine: They figured out how to turn blind-box toys into high-margin, recurring revenue. Every character they launch turns into an instant collectible frenzy.Retail-as-Experience: It’s not just a product—it’s a vibe. The vending machines, the flagship stores, the online hype... they nailed Gen Z psychology.Overthought It: I kept thinking, “This can’t last.” But it’s not just hype—it’s a lifestyle brand now. And they’re expanding globally, especially in Japan and Southeast Asia.Honestly, I regret not trusting the emotional side of consumer spending. People love dopamine. Po
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avatarBarcode
03-27
Replying to @Shyon:Ta matey! Cheers lah 👍🩵🍀🍀🍀//@Shyon:Nice article from you too lah 😆😁🙂//@Barcode:🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ You know, when I stack Pop Mart up against Mixue Group, it’s like pitting a rocket ship against a trusty scooter, Pop Mart’s my pick, and it’s not even a contest. Their profit didn’t just climb last year, it vaulted 188% to 3.1 billion yuan, leaving analyst guesses in the dust, while sales doubled to 13 billion yuan. That’s no happy accident, it’s a tsunami, propelled by Labubu dolls that have morphed f
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avatarJacksNiffler
03-26

Labubu Sold $400mn in 2024! POP MART is another NVDA?

After reading the earnings report of $POP MART(09992)$ today, I was simply shocked by this "money printing machine"!Labubu's The Monsters series, 2024 annual revenue of more than 3 billion, and the first half of only 600 million, second only to Molly, but the second half of the wildly overtaken.Although there is absolutely no business, industry, technology attributes to compare the two, but the two share the underlying code of "super growth stocks": monopoly market segments, globalization and expansion, product iteration crushes the questioning, but there have been questions on the road to growth.Specifically two aspects:High valuation - high faith, the scarcity of the leading "pricing power" premiumNVDA: with AI arithmetic monopoly, the dynamic
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Labubu Sold $400mn in 2024! POP MART is another NVDA?
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