$MIXUEGROUP(02097)$ Mixue is a

Mixue is a leading freshly made beverage company. Half of its product lineup consists of ice cream and lemonade, which have a much slower iteration cycle compared to coffee and milk tea. One statistic that really surprised me is that Mixue has expanded from 10,000 stores to over 40,000, yet its per-store performance has remained remarkably stable with no signs of decline. This makes it a consumer stock I’m highly optimistic about![Miser]

Pop Mart Defies the Falling Trend & Rebounds! Eyeing HK$300?

JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline? 1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts? 2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value? 3. At what price level would you consider Pop Mart a buy?

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SiliconTracker
03-04
SiliconTracker
Mixue really shocked me!

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