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 When something becomes too popular, it get outdated too.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?

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

Emotional ROI: How Much Do You Pay For New Consumption?

Recently, three major "new consumption" stocks in the Hong Kong market have performed exceptionally well. $LAOPU GOLD(06181)$ has surged 210% YTD, $POP MART(09992)$ has risen another 150% this year after a strong rally last year, and $MIXUE GROUP(02097)$ is up 99% this year, even driving up other tea beverage stocks in Hong Kong.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.”"Emotional value / spending" has become the new cost-performance metric.Pop Mart provides excitement, Mixue Bing
Emotional ROI: How Much Do You Pay For New Consumption?
avatarSpiders
05-02

POP Mart Rockets With Labubu 3.0! Too Late to Bet on Money Machine?

On April 25, Pop Mart reached a major milestone: its app soared to the No. 1 spot in the Shopping category on the U.S. App Store—a historic first for the Chinese collectible toy giant. Just a day prior, on April 24, the highly anticipated LABUBU 3.0 series launched online in mainland China and sold out instantly, reinforcing LABUBU’s massive global appeal. This frenzy was immediately reflected in the markets. Pop Mart’s stock jumped 12% recently, hitting an all-time high—a remarkable move that captured the attention of both fans and investors. As of now, the stock trades at around HKD 197.70, nearly brushing against its 52-week high of HKD 199, and leagues away from its 52-week low of just HKD 32.96. That’s an almost 500% rise from its low in just one year. POP MART (09992) What’s Driving
POP Mart Rockets With Labubu 3.0! Too Late to Bet on Money Machine?
Rvthyveg juvkinrl I njku tbrbyn 
avatarAN88
06-20
Yes as it's a silly business 
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
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
05-28
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[Miser] 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
avatarorsiri
05-02

Labubu’s World Domination: Can Pop Mart Still Pop Higher?

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
Labubu’s World Domination: Can Pop Mart Still Pop Higher?
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)
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.
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
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
avatarsame1
06-12
i guess $POP MART(09992)$ will continue to grow for the next couple of weeks, then it'll crash
The King is here
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
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
avatarWeChats
06-05
🐉 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.
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