$MIXUE GROUP(02097)$ Mixue Tea

Mixue Tea’s solid earnings outlook stems from its low-cost model and aggressive global expansion. Its affordable pricing and scalable franchise network give it a competitive edge, especially in emerging markets. Unlike Pop Mart’s IP-driven, trend-sensitive business, Mixue benefits from consistent demand for budget-friendly beverages. Strong brand recognition and cost control support steady margin growth. Mixue’s fundamentals look more sustainable — slow and steady could win this race!

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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Comments

NellyJob
03-26
NellyJob
Strong potential
glimmzy
03-26
glimmzy
Exciting analysis

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Eyeing HK$300?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a86aa81f2dd84fe0b9e9f0929eb4c6b0}&rnconfig={\"headerBarHidden\": true}","description":"JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline?\n1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts?\n2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value?\n3. At what price level would you consider Pop Mart a buy?","image":"https://community-static.tradeup.com/news/c3b196e00a097bd52af52d1d248f677c"}],"images":[{"img":"https://community-static.tradeup.com/news/6203ea8c93f91b79fd9d53615af38308","width":"1200","height":"628"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/6203ea8c93f91b79fd9d53615af38308","width":"1200","height":"628"}],"html":"<html><head></head><body> <a data-mention-id=\"02097\" class=\"teditor-mention\" data-mention-name=\"MIXUE GROUP\" href=\"https://ttm.financial/S/02097\">$MIXUE GROUP(02097)$</a> <v-v data-views=\"1\"></v-v>Mixue Tea’s solid earnings outlook stems from its low-cost model and aggressive global expansion. Its affordable pricing and scalable franchise network give it a competitive edge, especially in emerging markets. Unlike Pop Mart’s IP-driven, trend-sensitive business, Mixue benefits from consistent demand for budget-friendly beverages. Strong brand recognition and cost control support steady margin growth. Mixue’s fundamentals look more sustainable — slow and steady could win this race!<img src=\"https://community-static.tradeup.com/news/6203ea8c93f91b79fd9d53615af38308\" tg-width=\"1200\" tg-height=\"628\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"02097\" class=\"teditor-mention\" data-mention-name=\"MIXUE GROUP\" href=\"https://ttm.financial/S/02097\">$MIXUE GROUP(02097)$</a> <v-v data-views=\"1\"></v-v>Mixue Tea’s solid earnings outlook stems from its low-cost model and aggressive global expansion. Its affordable pricing and scalable franchise network give it a competitive edge, especially in emerging markets. Unlike Pop Mart’s IP-driven, trend-sensitive business, Mixue benefits from consistent demand for budget-friendly beverages. Strong brand recognition and cost control support steady margin growth. 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