$POP MART(09992)$ is set to report its 2025 H1 results on August 19th. Investors are eyeing this release closely as the Chinese trendy toy giant may cross a major milestone — overseas revenue is expected to surpass 50% of total revenue for the first time, thanks to the global popularity of Labubu and its IP co-branding strategy.💰 Bloomberg estimates for H1 2025:Revenue: RMB 13.76B (+201.9% YoY)Adjusted Net Profit: RMB 4.298B (+322.4% YoY)EPS: RMB 3.18 (+314% YoY)📌 What to Watch Overseas Expansion: Pop Mart now operates over 150 overseas stores. With revenue from the U.S., Europe, and Southeast Asia growing 500%+, global sales are expected to overtake domestic for the first time.IP Popularity (Labubu & Friends): Labubu’s latest plush line spar
Pop Mart Defies the Falling Trend & Rebounds! Eyeing HK$300?
JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline? 1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts? 2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value? 3. At what price level would you consider Pop Mart a buy?
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