$MIXUEGROUP(02097)$ fair value is only aro220 plus
Mixue Tea vs. Pop Mart IP Mania: Whose Earnings Will Burn?
Mixue Group and Pop Mart will release earnings on Wednesday. In its prospectus, Mixue expects a net profit of approximately 4.4 billion yuan in 2024.
Pop Mart’s stock surged to a historic high of 139.8 HKD last Friday. Five years ago, Pop Mart’s overseas revenue was negligible; now, its international sales already match its total 2019 global income.
Can Pop Mart’s 100%+ sales growth defy valuation ceilings?
Buy IP hype (Morgan Stanley’s 135% Q4 surge call) vs. Bet on steady sips?
“Pop Mart’s overseas margins” or “Mixue’s tea dominance” – which stock pumps next?
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