Pop Mart's Insane Dip: Load Up Now or Chase HK$200 Bottom?

$Pop Mart International Group Limited(POPMF)$

Pop Mart just crushed expectations with Q3 revenue exploding 245% to 250% year-over-year, fueled by massive overseas expansion and solid domestic gains. Yet the stock's on a brutal five-day skid, shedding over 10% in the latest session alone, as traders fret over whether this growth spurt is already baked into the price. Overseas sales skyrocketed 365% to 370%, outpacing China's 185% to 190% surge, highlighting the company's killer pivot to global markets like the US where demand for hits like Labubu dolls is off the charts. Despite the pullback, analysts are pounding the table with an average price target around HK$360, some even eyeing HK$450 highs, signaling plenty of upside from current levels near HK$232.

This dip screams opportunity—strong fundamentals clash with short-term sentiment jitters, possibly from broader market rotations or overhyped expectations post-earnings. Overseas momentum alone could drive the next leg up, as US sales continue dominating with triple-digit jumps. If you're aggressive, scoop up shares at HK$240 for that rebound potential; more cautious types might stalk HK$200 for max value, but don't sleep too long or you'll miss the snapback. Personally, I'd buy the dip here, betting on sustained international hype to push past recent peaks.

Revenue Breakdown Table:

the recent price action:

Market whispers suggest this could be a Wyckoff-style shakeout before the next rally, especially with product restocks flying off shelves and global buzz intact. If growth peaks in 2025 as some predict, locking in now hedges against slowdown fears later. What's your move—dive in or watch from the sidelines?

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Pop Mart on the Rise! Can It Hit $240 This Round?

Morgan Stanley has lowered Pop Mart’s target price by nearly 15%, from HK$382 to HK$325, to reflect unfavorable rotations in the global consumer sector. However, the bank notes that despite the near-term difficulty in resolving the market’s bullish-bearish divide, the current 2026 forecast P/E of 16x still offers an attractive entry point for a company with high returns on equity and deep roots in the “adult playfulness” consumption trend. Analysts said the valuation-compression phase for Pop Mart may be nearing a pause, as its P/E has returned to the low levels seen in Q4 2022 and Q4 2023.

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Comments

Reg Ford
10-23
Reg Ford
10% skid + HK$360 target! Wait HK$200 for max value.
Merle Ted
10-23
Merle Ted
Pop Mart is now worth more than LEGO. Sorry, but easy choice on who will be around in 10 years. Pop that bubble.
Norton Rebecca
10-23
Norton Rebecca
Pop Mart’s 245% revenue!
jigglyp
10-23
jigglyp
Buy the dip