WendyOneP
03-21

$POP MART(09992)$

Walked into a POPMART out of curiosity

Knew it was Chinese but wanted to see what the fuss was all about

It's just a toy store

But $POPMF is up 7x from 1.5 months ago and 13x from 2022

Somehow 30% 2Y topline growth AND 30% FCF margins

Is this $PDD on steroids WTF man


Labubu Surpasses Molly! Which of Pop Mart's 5 Major IPs is Your Favorite?
After Pop Mart's release of its H2 2024 earnings, both revenue and profits exceeded expectations, with the stock rising 10.87%, hitting a new all-time high. The "Monsters" series surpassed Molly to become the top IP, accounting for nearly 30%. Plush toys saw a significant increase in their share, rising from less than 10% in the first half to 30%. ------------ With new IPs rising, which one is your favorite? Are you a fan of labubu or molly? Do you like the new IPs like Hirono or Crybaby?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Gdman
    03-24
    Gdman
    Yes but the share price too much volatility everyday someone will dump it down and price discovery is also not there. Which means algo has a lot to do with the pump and dump or vice cersa
  • Gdman
    03-24
    Gdman
    Trading this Share is not for the soft hearted. The up and down within each day can huge. Plus transaction cost is not cheap and the share price per unit is at least 200 shares. Which means big players and dump and pump. Interesting such high volatility the authorities in hkg doesn’t even query
  • vchong8
    03-21
    vchong8
    Blind box business model good for business bad for parents of kids, sign of stressful times
  • Christianaa
    03-21
    Christianaa
    exciting growth
  • JoBloor
    03-21
    JoBloor
    Interesting indeed
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