To The Moon

$Pop Mart International Group Limited(POPMF)$

Hong Kong's new consumption sector is on fire, folks! 😎 With investor sentiment skyrocketing, stocks like Lao Pu Gold and Pop Mart are leading the charge, turning heads and padding portfolios. Lao Pu Gold, the premium jewelry powerhouse, leaped 7.11% amid a glittering gold rally that's got institutions buzzing about turbocharged revenue and profit spikes. 🌟 This isn't just bling—it's a smart play on cultural heritage designs that command top-dollar premiums, even as raw material costs fluctuate. Meanwhile, Pop Mart, the blind-box toy sensation, is extending its epic run with blockbuster new launches like viral Labubu variants and savvy share buybacks screaming long-term confidence. 🎉 Sales are exploding, especially overseas, proving this isn't a fad but a global growth machine.

But let's dive deeper: Is this rally fueled by fleeting gold prices or rock-solid earnings momentum? 🤔 For Lao Pu Gold, gold's upward swing is a big booster—prices have rebounded to around US$4,347 per ounce, sparking demand for high-end pieces. Yet, the real magic lies in their fixed-price strategy and craftsmanship innovation, pushing gross margins above 40% while peers struggle. 📈 They've outpaced the market by focusing on original R&D, not just weight-based sales, making growth more resilient than pure commodity plays. On the flip side, Pop Mart's surge feels purely earnings-driven—net profits soared nearly 400% in recent halves, thanks to diversified IPs like The Monsters raking in billions. 🤑 With U.S. stores booming and new animations dropping, analysts forecast 30%+ revenue jumps through 2026, backed by restrained launches that keep fans hooked without oversaturation.

Now, after these sharp gains, is Pop Mart's story sustainable amid climbing valuations? Absolutely—yes! 💪 Trading at around 20x 2026 earnings, it's undervalued for a company eyeing 20 billion yuan revenue this year and beyond. Their strategy? Smart IP monetization, from Skullpanda globalization to mini Labubu phone charms, plus rapid international expansion. 🚀 Risks like consumer fatigue exist, but with fresh variants and holiday tie-ins (hello, Year of the Horse toys!), they're diversifying away from single hits. Short sellers are betting against it, but buybacks totaling HK$347 million say management knows the score. For Lao Pu, sustainability shines through counter-cyclical moves—stockpiling gold ahead of peaks and price hikes in double digits to shield margins. 🌍 Both are riding Hong Kong's broader consumption rebound, fueled by tourism recovery, stable real estate, and Beijing's demand-side stimulus.

Here's a quick snapshot in a table to compare their momentum: 📊

Want a visual? Check this chart to plot their hypothetical price surges 🖼️

This duo exemplifies why HK's new consumption is no bubble—it's built on innovation, consumer vibes, and economic tailwinds. Whether you're in for the gold glow or toy thrill, these names are worth watching as the wave rolls on. 💥 Who's jumping in? Share your takes below! 🙌

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📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

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