• TeslawonderTeslawonder
      ·06-26
      Hope pop mart comes with more new designs and characters for its collection 
      156Comment
      Report
    • vikibalavikibala
      ·06-25
      $POP MART(09992)$  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.
      4651
      Report
    • KingyyKingyy
      ·06-25
      Wow this is a great idea 
      148Comment
      Report
    • JacksNifflerJacksNiffler
      ·06-23

      ​​618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!​

      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
      5762
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      ​​618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!​
    • yourcelesttyyyourcelesttyy
      ·06-22

      Pop Mart: Is the Party Over? Your Guide to Shorting the Decline

      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
      7521
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      Pop Mart: Is the Party Over? Your Guide to Shorting the Decline
    • Rhino RyanRhino Ryan
      ·06-20
      Rvthyveg juvkinrl I njku tbrbyn 
      439Comment
      Report
    • Tom_BradyTom_Brady
      ·06-20

      Can Pop Mart Keep Climbing? And If Not—How Do You Short It?

      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
      1.57K3
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      Can Pop Mart Keep Climbing? And If Not—How Do You Short It?
    • AN88AN88
      ·06-20
      Yes as it's a silly business 
      246Comment
      Report
    • WeChatsWeChats
      ·06-20
      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
      6981
      Report
    • JinHanJinHan
      ·06-19

      Pop Mart's Pullback: Temporary Cool-Off

      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
      1.89K2
      Report
      Pop Mart's Pullback: Temporary Cool-Off
    • antitiantiti
      ·06-19
      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
      1.08K1
      Report
    • Success88Success88
      ·06-16
      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
      488Comment
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    • MHhMHh
      ·06-16
      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
      5791
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    • MrzorroMrzorro
      ·06-16
      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
      841Comment
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    • ECLCECLC
      ·06-13
      Much higher risk to chase the rally now and it could be a bubble burst when the interest wanes and economy not doing well.
      539Comment
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    • same1same1
      ·06-12
      i guess $POP MART(09992)$ will continue to grow for the next couple of weeks, then it'll crash
      381Comment
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    • HMHHMH
      ·06-12

      Labubu Mania: Pop Mart’s Bubble or Billion-Dollar Future?

      $POP MART(09992)$ 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
      800Comment
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      Labubu Mania: Pop Mart’s Bubble or Billion-Dollar Future?
    • TheStrategistTheStrategist
      ·06-12
      The King is here
      378Comment
      Report
    • AqaAqa
      ·06-11
      $POP MART(09992)$ 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
      629Comment
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    • WeChatsWeChats
      ·06-11
      $Pop Mart International Group Limited(POPMF)$  (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
      5381
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    • yourcelesttyyyourcelesttyy
      ·06-22

      Pop Mart: Is the Party Over? Your Guide to Shorting the Decline

      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
      7521
      Report
      Pop Mart: Is the Party Over? Your Guide to Shorting the Decline
    • JacksNifflerJacksNiffler
      ·06-23

      ​​618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!​

      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
      5762
      Report
      ​​618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!​
    • MrzorroMrzorro
      ·06-16
      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
      841Comment
      Report
    • JinHanJinHan
      ·06-19

      Pop Mart's Pullback: Temporary Cool-Off

      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
      1.89K2
      Report
      Pop Mart's Pullback: Temporary Cool-Off
    • Tom_BradyTom_Brady
      ·06-20

      Can Pop Mart Keep Climbing? And If Not—How Do You Short It?

      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
      1.57K3
      Report
      Can Pop Mart Keep Climbing? And If Not—How Do You Short It?
    • yourcelesttyyyourcelesttyy
      ·06-10

      Labubu Mania: Pop Mart’s Defiant Rise—Bubble About to Pop or Empire in the Making?

      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
      1.54K4
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      Labubu Mania: Pop Mart’s Defiant Rise—Bubble About to Pop or Empire in the Making?
    • SpidersSpiders
      ·06-02

      Why Consumers Love Pop Mart, Mixue, and Laopu Gold?

      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
      3.25K1
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      Why Consumers Love Pop Mart, Mixue, and Laopu Gold?
    • HMHHMH
      ·06-12

      Labubu Mania: Pop Mart’s Bubble or Billion-Dollar Future?

      $POP MART(09992)$ 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 $34 billion—surpassing the combined worth of Barbie, Hello Kitty, and G.I. Joe. But as the Labubu frenzy grips fans worldwide and new IPs like Crybaby, Skullpanda, and Hirono gain momentum, the big question looms: Is Pop Mart’s bubble about to burst, or does its IP incubation prowess signal unlimited growth ahead? The Case for Pop Mart’s Unlimited Potential Pop Mart’s rise isn’t just luck—it’s a masterclass in IP creation and marketing. Labubu has
      800Comment
      Report
      Labubu Mania: Pop Mart’s Bubble or Billion-Dollar Future?
    • WeChatsWeChats
      ·06-20
      Pop Mart Cracks - Bubble Burst or Buy-the-Dip Moment? 🎈📉 Pop Mart ($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
      6981
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    • MrzorroMrzorro
      ·06-10
      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.&
      479Comment
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    • koolgalkoolgal
      ·05-29

      Emotional Spending and the Rise of Pop Mart, Mixue and Laopu Gold

      🌟🌟🌟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
      18.84K42
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      Emotional Spending and the Rise of Pop Mart, Mixue and Laopu Gold
    • yourcelesttyyyourcelesttyy
      ·06-05

      HK's F4 Fireworks: Cashing In or Crashing Out?

      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
      1.18K1
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      HK's F4 Fireworks: Cashing In or Crashing Out?
    • Tiger_SGTiger_SG
      ·06-10

      1 Mln Labubu! Pop Mart Bubble to "Pop" or Unlimited Potential?

      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
      1.06K15
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      1 Mln Labubu! Pop Mart Bubble to "Pop" or Unlimited Potential?
    • yourcelesttyyyourcelesttyy
      ·05-28

      Budget Bliss: Unpacking the Hype Behind Pop Mart, Mixue, and Laopu Gold

      $Pop Mart International Group Limited(POPMF)$ $MIXUE BINGCHENG CO LTD.(MXUBY)$ $LAOPU GOLD CO LTD(LPGCY)$ 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
      1.40K3
      Report
      Budget Bliss: Unpacking the Hype Behind Pop Mart, Mixue, and Laopu Gold
    • antitiantiti
      ·06-19
      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
      1.08K1
      Report
    • vikibalavikibala
      ·06-25
      $POP MART(09992)$  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.
      4651
      Report
    • WeChatsWeChats
      ·06-11
      $Pop Mart International Group Limited(POPMF)$  (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
      5381
      Report
    • MaverickWealthBuilderMaverickWealthBuilder
      ·05-28

      AI Security Arsenal Meets Macro Reality: Okta's Growth Wall

      $Okta Inc.(OKTA)$ 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
      1.71K2
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      AI Security Arsenal Meets Macro Reality: Okta's Growth Wall
    • Tiger_SGTiger_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
      1.49K15
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      Emotional ROI: How Much Do You Pay For New Consumption?
    • SpidersSpiders
      ·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
      3.39KComment
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      POP Mart Rockets With Labubu 3.0! Too Late to Bet on Money Machine?