To The Moon

📉 Pop Mart (9992.HK) has seen a significant drop recently, with shares sliding amid weakening consumer sentiment and lower-than-expected sales of its latest toy releases. 👀 But here’s the twist — a new mystery box series is set to launch next month, featuring a globally renowned IP collab rumored to drive hype among Gen Z collectors. 🧠 Is this the spark Pop Mart needs to reverse its downward trend, or just a short-lived bounce? 📊 Technically, the stock is approaching a key support level seen last year. RSI is oversold — signaling potential for a rebound. But fundamentally, margins are under pressure, and international expansion remains slow. 💬 Idea: Consider whether this is a speculative entry point for short-term rebound traders or still a wait-and-see for longer-term investors. 🔍 Watchin

I’ve never bought anything from Pop Mart before not because I dislike their toys, but because I usually prioritize spending on things I actually need. That said, curiosity recently got the better of me, and I found myself scrolling through Pop Mart’s official website. I have to admit: their toys are oddly delightful. I wasn’t planning to buy anything, but just browsing their collections brought an unexpected smile to my face. One that stood out was Labubu — there's something oddly charming about its little set of sharp, mischievous-looking teeth. It’s easy to see why Pop Mart has built such a dedicated fanbase. Their lineup is a visual treat, bursting with cuteness, creativity, and a very Instagram-friendly aesthetic. From a business perspective, Pop Mart seems to be firing on all cylinder

$POP MART(09992)$  Bearish all the way. Don't understand how people are so crazily in love with these ugly toys lol. Instead of spending money on such useless ugly dolls and toys, might as well invest them in strong companies right? I can't comprehend some adults sometimes. Behaving worse than kids.

$POP MART(09992)$  pop

$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Everyone’s focused on the 200%+ revenue growth, but I think we’re witnessing the top of an unsustainable mania: Collectible toys are the 2025 version of Beanie Babies. The entire blind box/mystery toy craze is driven by artificial scarcity and FOMO, not genuine collecting passion. Pop Mart’s business model is literally gambling disguised as retail - and regulatory crackdowns on loot box mechanics are coming to physical goods too. The China consumer story is broken. Pop Mart’s growth is happening precisely as Chinese youth unemployment hits record highs and disposable income shrinks. Spending ¥59-199 on ra

$POP MART(09992)$  duh. Built on lameness to begin with. A business that I can't comprehend and never will. Continue plunging popmart. Pop the bubbles.

$POP MART(09992)$ Pop Mart International, the trendy Chinese designer toy maker that once rode the collectible craze to a billion-dollar valuation, is now confronting a steep decline in investor confidence. Shares have fallen significantly from their highs as macroeconomic challenges, fading hype, and intensifying competition weigh on growth. Yet even as its stock price slides, Pop Mart has announced new product series and continues to innovate its offerings to capture consumer imagination. For investors and collectors alike, the key question is whether Pop Mart’s stock has finally found a bottom — or if further downside remains ahead. This analysis explores the company’s latest performance, its product strategy, and what the road ahead may look

Hope pop mart comes with more new designs and characters for its collection 

$POP MART(09992)$  Consumer interest in blind boxes could be fading as the novelty wears off, and the Chinese retail market is facing headwinds with slowing spending. Pop Mart's growth is also at risk if competition increases or if resale prices for its toys start falling. If you believe Pop Mart has peaked, you can short the stock directly on the Hong Kong Exchange (ticker: 9992) if your broker allows it. Another option is to buy put options, if available, which limit your losses. You can also short the broader consumer sector in China or sell Pop Mart collectibles now before prices potentially drop further. Always remember, shorting is risky and needs to be carefully monitored.

Wow this is a great idea 

618 Shopping Festival Performance SummaryGMV reached RMB 35.5 billion during the 618 Shopping Festival, up 35% year-over-year and 11% higher than Double 11 2024This performance was in line with expectations and equaled 71% of GSe's forecasted 2Q25 China smartphone and AIoT revenueHistorical comparison: 69% of 618 in 2024, 59% of 618 in 2023, 66% of Double 11 in 2024Smartphone performance:Ranked #1 in sales and GMV among domestic brands on the Jingdong platform4 of the top 10 best-selling models (Redmi K80, Redmi Turbo 4 Pro, Redmi 14C and Redmi Note 14 Pro)Strong performance in the ultra-high-end market ($6,000+), with the Xiaomi Mi 15 Ultra in the top 10Discount levels remained the same as last year, with an average discount of about 19% (excluding state subsidies), and up to 33% after su

Pop Mart’s stock is sliding, and the once-unstoppable Labubu hype in China seems to be losing steam. When something gets too popular, it often fades just as fast—think fidget spinners or Tamagotchis. With shares continuing to drop, the big questions are: Has Pop Mart peaked? Is Labubu yesterday’s news? And should you short the stock or scoop up the dip? Let’s dive into the data, weigh the risks, and map out a shorting strategy that fits. The Decline: What’s Driving Pop Mart Down? Pop Mart, the Chinese toy giant behind the “blind box” craze, has been a darling of collectors and investors alike. But the cracks are showing: Stock Slump: The stock has shed over 16% from its recent highs, hovering around 235 HKD. That’s a steep fall for a company that once seemed untouchable. Labubu Hype Fading

Rvthyveg juvkinrl I njku tbrbyn 

Since January, Pop Mart’s stock has skyrocketed more than 200%, driven by IP mania (think Labubu and Molly) and massive FOMO. These cute figurines have become the "spiritual opioids" of China’s Gen Z. Resellers, scalpers, and livestreamers have all piled in. Even Chinese social media feeds are flooded with Labubu photos. $POP MART(09992)$ But things started cooling off on June 18, when Pop Mart restocked its red-hot Labubu 3.0 series. The secondhand price for a box of blind boxes (6 units) quickly collapsed from ¥1100–1500 to ¥600–900. Pop Mart’s stock followed suit, dropping 9% in two days, and over 11% on the week.Can Pop Mart keep going up? And if you’re bearish—how can you short it?Option 1: Shorting the Stock DirectlyThe most straightforward

Yes as it's a silly business 

Pop Mart Cracks - Bubble Burst or Buy-the-Dip Moment? 🎈📉 Pop Mart ($POP MART(09992)$  ) dropped over 5% again yesterday—and it's not a one-off. We might be witnessing the tail end of a hype cycle that once felt unstoppable. The Labubu craze, blind box mania, and premium collector culture all helped fuel Pop Mart's rally... but what happens when the market decides it's seen enough? 📉 Signs of Peak Euphoria Valuation was pricing in infinite demand from Gen Z collectors. Labubu figures flooded resale platforms—too much supply, not enough fresh demand. The company started expanding aggressively overseas, including licensing deals in Japan and Southeast Asia, but without material profit uplift yet. 🚨 The writing was on the wall: whenever a t

The recent slide in Pop Mart's $POP MART(09992)$ share price has collectors and investors alike asking: Has the bubble burst on China's hottest toy phenomenon? While bears point to valuation concerns, a closer look reveals this dip may be nothing more than profit-taking in a still-red-hot market. The fundamentals tell a different story – one where Labubu's cultural dominance is far from peaking, and where the upcoming earnings report could reignite the rally. Why This Isn't Your Typical Fad Stock Pop Mart isn't just selling vinyl dolls – it's perfected the art of cultural arbitrage: 1. The Psychology Behind the Craze Limited edition drops create artificial scarcity (Molly Zodiac series sold out in 8 seconds) Blind box mechanics trigger dopamine h

Fads Must Die! The current nationwide obsession with Labubu mirrors countless past trends. It will eventually be abandoned by fashion. labubu 3.0 becomes available on china's internet. In the realm of consumer experience, extravagance and trendiness are key elements. Georg Simmel placed extravagance alongside greed and stinginess, viewing them as three distinct psychological attitudes in modern monetary economies. On one hand, we greedily pursue higher returns and frugally cut back on spending—both behaviors reflect a mindset where possessing money itself becomes the ultimate goal. In contrast, the extravagant consumer finds satisfaction in the very act of spending and consumption. They are fascinated by the transaction itself, not by the possession of money or goods. For them, money’s val

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

📉 Pop Mart (9992.HK) has seen a significant drop recently, with shares sliding amid weakening consumer sentiment and lower-than-expected sales of its latest toy releases. 👀 But here’s the twist — a new mystery box series is set to launch next month, featuring a globally renowned IP collab rumored to drive hype among Gen Z collectors. 🧠 Is this the spark Pop Mart needs to reverse its downward trend, or just a short-lived bounce? 📊 Technically, the stock is approaching a key support level seen last year. RSI is oversold — signaling potential for a rebound. But fundamentally, margins are under pressure, and international expansion remains slow. 💬 Idea: Consider whether this is a speculative entry point for short-term rebound traders or still a wait-and-see for longer-term investors. 🔍 Watchin

I’ve never bought anything from Pop Mart before not because I dislike their toys, but because I usually prioritize spending on things I actually need. That said, curiosity recently got the better of me, and I found myself scrolling through Pop Mart’s official website. I have to admit: their toys are oddly delightful. I wasn’t planning to buy anything, but just browsing their collections brought an unexpected smile to my face. One that stood out was Labubu — there's something oddly charming about its little set of sharp, mischievous-looking teeth. It’s easy to see why Pop Mart has built such a dedicated fanbase. Their lineup is a visual treat, bursting with cuteness, creativity, and a very Instagram-friendly aesthetic. From a business perspective, Pop Mart seems to be firing on all cylinder

$POP MART(09992)$  Bearish all the way. Don't understand how people are so crazily in love with these ugly toys lol. Instead of spending money on such useless ugly dolls and toys, might as well invest them in strong companies right? I can't comprehend some adults sometimes. Behaving worse than kids.

$POP MART(09992)$  pop

$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Everyone’s focused on the 200%+ revenue growth, but I think we’re witnessing the top of an unsustainable mania: Collectible toys are the 2025 version of Beanie Babies. The entire blind box/mystery toy craze is driven by artificial scarcity and FOMO, not genuine collecting passion. Pop Mart’s business model is literally gambling disguised as retail - and regulatory crackdowns on loot box mechanics are coming to physical goods too. The China consumer story is broken. Pop Mart’s growth is happening precisely as Chinese youth unemployment hits record highs and disposable income shrinks. Spending ¥59-199 on ra

$POP MART(09992)$  duh. Built on lameness to begin with. A business that I can't comprehend and never will. Continue plunging popmart. Pop the bubbles.

$POP MART(09992)$ Pop Mart International, the trendy Chinese designer toy maker that once rode the collectible craze to a billion-dollar valuation, is now confronting a steep decline in investor confidence. Shares have fallen significantly from their highs as macroeconomic challenges, fading hype, and intensifying competition weigh on growth. Yet even as its stock price slides, Pop Mart has announced new product series and continues to innovate its offerings to capture consumer imagination. For investors and collectors alike, the key question is whether Pop Mart’s stock has finally found a bottom — or if further downside remains ahead. This analysis explores the company’s latest performance, its product strategy, and what the road ahead may look

Pop Mart’s stock is sliding, and the once-unstoppable Labubu hype in China seems to be losing steam. When something gets too popular, it often fades just as fast—think fidget spinners or Tamagotchis. With shares continuing to drop, the big questions are: Has Pop Mart peaked? Is Labubu yesterday’s news? And should you short the stock or scoop up the dip? Let’s dive into the data, weigh the risks, and map out a shorting strategy that fits. The Decline: What’s Driving Pop Mart Down? Pop Mart, the Chinese toy giant behind the “blind box” craze, has been a darling of collectors and investors alike. But the cracks are showing: Stock Slump: The stock has shed over 16% from its recent highs, hovering around 235 HKD. That’s a steep fall for a company that once seemed untouchable. Labubu Hype Fading

Everyone’s obsessed with Labubu, and Pop Mart’s cashing in big time. While other hotshot consumer stocks on the Hong Kong exchange—like bubble tea darling Nayuki or fitness app Keep—shot up to new highs only to stumble back down, Pop Mart’s holding strong. Its blind-box empire, led by the mischievous Labubu and backed by rising stars like Crybaby, Skullpanda, and Hirono, has turned toys into a goldmine. But when every influencer, investor, and auntie on WeChat is chasing the same trend, the old Wall Street adage kicks in: “When everyone’s in, it’s time to get out.” So, is Pop Mart’s bubble primed to burst, or does its IP wizardry still have legs? Let’s break it down. The Labubu Effect: Hype Machine in Overdrive Labubu isn’t just a toy—it’s a cultural juggernaut. From Thai princesses paradi

POP MART Hits Record High as Brokers Ramp Up Price Targets Shares of toy giant $POP MART(09992)$   surged to historic highs this week. The stock has skyrocketed over 200% year-to-date, climbing from approximately HKD90 to around HKD270 since January. Major Brokers Raise Targets Deutsche Bank analyst Jessie Xu lifted her price target from HKD200 to HKD303 in a research note, projecting explosive profit growth. The bank forecasts the company will achieve RMB7.91 billion in net income by 2025.  "POP MART's cross-cultural appeal suggests its market potential vastly exceeds prior estimates," the report noted, adding that European and American penetration may be in its infancy. Accelerated global expansion

The recent slide in Pop Mart's $POP MART(09992)$ share price has collectors and investors alike asking: Has the bubble burst on China's hottest toy phenomenon? While bears point to valuation concerns, a closer look reveals this dip may be nothing more than profit-taking in a still-red-hot market. The fundamentals tell a different story – one where Labubu's cultural dominance is far from peaking, and where the upcoming earnings report could reignite the rally. Why This Isn't Your Typical Fad Stock Pop Mart isn't just selling vinyl dolls – it's perfected the art of cultural arbitrage: 1. The Psychology Behind the Craze Limited edition drops create artificial scarcity (Molly Zodiac series sold out in 8 seconds) Blind box mechanics trigger dopamine h

618 Shopping Festival Performance SummaryGMV reached RMB 35.5 billion during the 618 Shopping Festival, up 35% year-over-year and 11% higher than Double 11 2024This performance was in line with expectations and equaled 71% of GSe's forecasted 2Q25 China smartphone and AIoT revenueHistorical comparison: 69% of 618 in 2024, 59% of 618 in 2023, 66% of Double 11 in 2024Smartphone performance:Ranked #1 in sales and GMV among domestic brands on the Jingdong platform4 of the top 10 best-selling models (Redmi K80, Redmi Turbo 4 Pro, Redmi 14C and Redmi Note 14 Pro)Strong performance in the ultra-high-end market ($6,000+), with the Xiaomi Mi 15 Ultra in the top 10Discount levels remained the same as last year, with an average discount of about 19% (excluding state subsidies), and up to 33% after su

🌟🌟🌟Emotional Spending refers to purchases driven by feelings rather than necessity.  It is often linked to impulse buying, retail therapy and the desire for self expression.  In China, Emotional Spending has fueled the success of brands like Pop Mart $POP MART(09992)$  Mixue $MIXUE GROUP(02097)$ and $LAOPU GOLD(06181)$ , especially among Generation Z consumers. The Role of Emotional Spending  Unlike traditional spending habits that are focused on  practicality, Emotional Spending is deeply tied to personal identity, nostalgia, and social trends.  Consumers especially younger gene

Since January, Pop Mart’s stock has skyrocketed more than 200%, driven by IP mania (think Labubu and Molly) and massive FOMO. These cute figurines have become the "spiritual opioids" of China’s Gen Z. Resellers, scalpers, and livestreamers have all piled in. Even Chinese social media feeds are flooded with Labubu photos. $POP MART(09992)$ But things started cooling off on June 18, when Pop Mart restocked its red-hot Labubu 3.0 series. The secondhand price for a box of blind boxes (6 units) quickly collapsed from ¥1100–1500 to ¥600–900. Pop Mart’s stock followed suit, dropping 9% in two days, and over 11% on the week.Can Pop Mart keep going up? And if you’re bearish—how can you short it?Option 1: Shorting the Stock DirectlyThe most straightforward

$POP MART(09992)$ has taken the collectibles world by storm, and its flagship character, Labubu, is leading the charge. With a human-sized Labubu figure fetching $150,000 at auction and the company’s stock hitting a record high of HK$269.80 in Hong Kong, Pop Mart’s valuation has soared to a jaw-dropping $34 billion—surpassing the combined worth of Barbie, Hello Kitty, and G.I. Joe. But as the Labubu frenzy grips fans worldwide and new IPs like Crybaby, Skullpanda, and Hirono gain momentum, the big question looms: Is Pop Mart’s bubble about to burst, or does its IP incubation prowess signal unlimited growth ahead? The Case for Pop Mart’s Unlimited Potential Pop Mart’s rise isn’t just luck—it’s a masterclass in IP creation and marketing. Labubu has

Hong Kong’s consumer sector is lighting up 2025, and the “HK Consumer F4”—Pop Mart, Maogeping, Mixue, and Lao Pu Gold—are the stars of the show. These powerhouses have smashed through to new highs, with Lao Pu Gold, freshly minted as the “King of HK IPOs,” stealing the spotlight. Its stock blasted to an eye-popping HK$1015 before easing back, still boasting a colossal 300% year-to-date surge. The big question buzzing through the market: are the gutsy dip buyers raking in the profits, or are they about to get burned? The F4 Breakdown: Who’s Driving the Boom? Pop Mart: Collectible Craze Goes Global $Pop Mart International Group Limited(POPMF)$ Pop Mart has turned quirky toys into a goldmine, with its stock soaring over 442% in the last year. The co

$Pop Mart International Group Limited(POPMF)$ $MIXUE BINGCHENG CO LTD.(MXUBY)$ $LAOPU GOLD CO LTD(LPGCY)$ In the sizzling Hong Kong stock market, three "new consumption" stars—Pop Mart, Mixue Group, and Laopu Gold—have ignited investor excitement with jaw-dropping gains. Laopu Gold has soared 210% year-to-date (YTD), Pop Mart has climbed 150% after last year’s rally, and Mixue Group has jumped 99%, even lifting other tea beverage stocks in its wake. At first glance, their businesses—trendy toys, cheap drinks, and gold jewelry—seem worlds apart. Yet, they share a golden thread: delivering "emotional value" at a price that doesn’t sting. But with such meteoric r

$Okta Inc.(OKTA)$ reported solid Q1 FY2026 earnings after the bell on May 27th, but growth guidance was conservative and below expectations, leading to subdued market sentiment and a significant after-hours drop in the stock price.Okta has strengthened its market leadership position through new product innovations and public sector certifications, but needs to address the challenges of increased competition and slowing IT spending.Investors should monitor revenue growth, customer acquisition and changes in the macro environment in subsequent quarters to assess Okta's long-term investment value.Performance and Market FeedbackRevenue Performance: Q1 FY2026 total revenue was $688 million (+12% YoY), beating market expectations of $680 million.Subscri

Trading Opportunity or Sell-Off Risk? Hong Kong Consumer Stocks Faces Lockup End The "emotional spending" consumer sector has been on a wild ride this year, with stocks like $POP MART(09992)$  , $LAOPU GOLD(06181)$  , $MAO GEPING(01318)$  , and $MIXUE GROUP(02097)$   hitting all-time highs.  However, recent weeks have seen increased volatility due to stretched valuations and profit-taking. The sector got a fresh boost on Monday as $BLOKS (00325.HK)$, $GUMING (01364.HK)$, and $MIXUE GROUP (02097.HK)$ were added to the Southbound Trading under Stock Connect.&