$MIXUEGROUP(02097)$ Chagee is

Chagee is gaining stronger popularity in Southeast Asia due to its premium branding and high-quality ingredients. Unlike Mixue, which targets the mass market with affordability, Chagee appeals to middle-class and affluent consumers who prefer authentic tea flavors over artificial syrups. Its modern, stylish store design enhances the customer experience, making it a go-to spot for social gatherings. With growing health-conscious trends, Chagee’s focus on fresh milk tea and traditional brewing methods gives it an edge. Its steady expansion in prime locations further solidifies its brand presence.

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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