HK F4 Shine in 2025: Do the Brave Win or Turn to Be Bagholders?

“HK Consumer F4” — Pop Mart, Maogeping, Mixue, and Lao Pu Gold all hit new highs yesterday and then pulled back! Lao Pu Gold, the newly crowned “King of HK IPOs,” soared to a record high of HK$1015 today before pulling back. The stock has surged over 300% year-to-date. Once it gets crowded, a stampede is inevitable! Are brave dip chasers enjoying the gains — or turning into bagholders?

avatarSuccess88
05-28
Wow Mixue is the champion. Nice work
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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
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avatarTheIRLlabubu
05-27
I am addicted to labubus , this is and going trend of china consumerism , they are looking to replace america as consumers , they realize that devalue their currency is no longer the way to go , is a culture shift in Chinese mind set and luxury gods are the stepping stone In that direction, u cannot just work and work , u need to spend to make life bearable , hopefully china market will be able to replace USA in consumerism opening up there markets for more movement
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avatarTheStrategist
05-27
yes my family purchases have contributed to their ROI
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avatar1PC
05-27
10 to 20 years ago, ppl would have laughed these ideas out of the room. Pop Mart?Mixue? Laopu Gold? Yet here we are -Gen.Z is eating them up, proving that identity doesn't need luxury, just a clever mix of nostalgia, novelty, & budget friendly indulgence.Small joys>big price tags [Happy]💡But trends are fickle, & today's obsession can be tomorrow 's clearance rack. The real question is: can Pop Mart, Mixue, & Laopu Gold evolve fast to stay irresistible? [Thinking]
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avataricycrystal
05-27
 @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 [Pitiful]  [Pitiful]  [Pitiful]  Pop Mart provides excitement, Mixue Bi
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avataricycrystal
05-27
@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 [Pitiful] [Pitiful] [Pitiful] Pop Mart provides excitement, Mixue Bingcheng offers social c
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avatarShyon
05-27
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
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avatarTiger_SG
05-27

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
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Emotional ROI: How Much Do You Pay For New Consumption?
avatarkoolgal
05-21
🌟🌟🌟Laopu Gold $LAOPU GOLD(06181)$ has carved out a distinctive niche in China by blending traditional cultural motifs with luxury gold craftsmanship.  In fact Laopu Gold's nickname is the "Hermes of Gold" in China. What is unique is its fixed price model which contrasts with its competitors . Laopu Gold's share price has been on a tear this year as it has skyrocketed by a huge 203%. I believe that this is one of the best stocks to invest in Hong Kong . @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger
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avatarMichaelWoon
05-14
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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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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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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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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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avatarasx股票猎豹 youtube
05-05
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avatarasx股票猎豹 youtube
05-05
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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
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POP Mart Rockets With Labubu 3.0! Too Late to Bet on Money Machine?
avatarasx股票猎豹 youtube
05-02
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