To The Moon

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

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

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

Much higher risk to chase the rally now and it could be a bubble burst when the interest wanes and economy not doing well.

i guess $POP MART(09992)$ will continue to grow for the next couple of weeks, then it'll crash

$POP MART(09992)$ 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

The King is here

$POP MART(09992)$ 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

$Pop Mart International Group Limited(POPMF)$  (9992.HK): Bubble About to Pop, or IP Incubator with Disney-like Potential? 1. The Bull Case – More Than Just Toys. Pop Mart isn't simply riding the “Labubu mania.” What many overlook is that the company is actively building a multi-IP entertainment platform with licensing optionality. IPs like Skullpanda, Crybaby, Hirono, and Dimoo are early-stage assets with potential for monetisation via: Animated series (already underway in mainland China) Mobile games (early pipeline visible) Global retail footprint (Pop Mart stores now in 20+ countries) Think of it as Funko meets Marvel, but at an earlier, less-discovered phase. 2. The Bear Case – Froth and FOMO. Recent price action reflects classic signs

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

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. 🍀🤑 @MHh @rL @ELI_59 @melson @HelenJanet @Wayneqq

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)

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

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

Today, the globally unique 131CM Mint Green Labubu was hammered at 1.08 million rmb!China has moved far beyond manufacturing cheap toys. Today, it’s creating cultural phenomena like $POP MART(09992)$, whose founder became a billionaire by turning collectible art toys into a global sensation.While other new consumer stocks in Hong Kong retreated after recent highs, Pop Mart stands firm. Its flagship character Labubu has exploded from Southeast Asia into Chinese households, while newer IPs like Crybaby, Skullpanda, and Hirono gain rapid traction worldwide.This isn’t a meme stock, gold, or tech giant. It’s a toy retailer’s meteoric rise. Since early 2024, Pop Mart delivered near 10x returns for investors.Its cultural reach? Massive global Icons incl

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

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

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

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

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

Much higher risk to chase the rally now and it could be a bubble burst when the interest wanes and economy not doing well.

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

Recently, three standout “new consumption” companies listed in Hong Kong—Laopu Gold, Pop Mart, and Mixue—have significantly outperformed the broader market. Laopu Gold has skyrocketed over 210% year-to-date, Pop Mart has gained 150%, continuing its strong performance from last year, and Mixue is up 99%, sparking a rally in other beverage-related stocks. At a glance, these businesses appear to be operating in unrelated sectors—Laopu Gold in jewelry, Pop Mart in collectible toys, and Mixue in budget-friendly beverages. However, beneath the surface, they all tap into a common theme: offering high emotional value relative to price. In an age of increasingly discerning consumers, this “cost-performance” in emotional gratification has become a new frontier in consumer behavior. 1. Pop Mart: The

$POP MART(09992)$ 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

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.&

🌟🌟🌟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

Today, the globally unique 131CM Mint Green Labubu was hammered at 1.08 million rmb!China has moved far beyond manufacturing cheap toys. Today, it’s creating cultural phenomena like $POP MART(09992)$, whose founder became a billionaire by turning collectible art toys into a global sensation.While other new consumer stocks in Hong Kong retreated after recent highs, Pop Mart stands firm. Its flagship character Labubu has exploded from Southeast Asia into Chinese households, while newer IPs like Crybaby, Skullpanda, and Hirono gain rapid traction worldwide.This isn’t a meme stock, gold, or tech giant. It’s a toy retailer’s meteoric rise. Since early 2024, Pop Mart delivered near 10x returns for investors.Its cultural reach? Massive global Icons incl

$Pop Mart International Group Limited(POPMF)$  (9992.HK): Bubble About to Pop, or IP Incubator with Disney-like Potential? 1. The Bull Case – More Than Just Toys. Pop Mart isn't simply riding the “Labubu mania.” What many overlook is that the company is actively building a multi-IP entertainment platform with licensing optionality. IPs like Skullpanda, Crybaby, Hirono, and Dimoo are early-stage assets with potential for monetisation via: Animated series (already underway in mainland China) Mobile games (early pipeline visible) Global retail footprint (Pop Mart stores now in 20+ countries) Think of it as Funko meets Marvel, but at an earlier, less-discovered phase. 2. The Bear Case – Froth and FOMO. Recent price action reflects classic signs

$Pop Mart International Group Limited(POPMF)$ $MIXUE BINGCHENG CO LTD.(MXUBY)$ $LAOPU GOLD CO LTD(LPGCY)$ 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

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

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 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

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