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.

avatargoblintheking
12-04 22:16
$POP MART(09992)$  “Pop Mart has strong momentum because of recovering consumer spending in China and expanding global retail presence. If earnings continue surprising on the upside and new IP launches perform well, I think $240 is possible this round. The key risk is valuation getting stretched, but short-term sentiment still looks strong.”
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avatarleishy
12-04 16:05
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avatarleishy
12-04 16:05
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avatarFTGR
11-30
Dont think so as too much hype.. [Smile]  
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avatarWeChats
11-29
$POP MART(09992)$   Pop Mart on the Rise! Is This the Cycle That Sends It Back to HK$240? 🎯🧸✨ Pop Mart (09992.HK) is quietly staging one of its most interesting setups in years — and unlike the previous hype cycles, this time the story is driven by valuation, structural demand, and global expansion, not retail euphoria. Morgan Stanley may have cut its target price from HK$382 → HK$325, but ironically, that downgrade highlights exactly why the stock is worth watching now. Let’s break it down. --- 1️⃣ Valuation Has Reset — But Fundamentals Haven’t Broken Pop Mart’s P/E has compressed back to the ultra-low levels of Q4 2022 and Q4 2023 — both periods right before major rebounds. This time, however, the backdrop is even more compelling: ✔️
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avatarAlfano
11-29
$泡泡玛特(09992)$  it is just a trend for a while [得意]  
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avatarAlfano
11-29
$泡泡玛特(09992)$  it is just a trend for a while. 
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avatarkoolgal
11-29

Why Pop Mart's Pullback Could Be The Bold Investor's Moment

🌟🌟🌟The market is a sea of emotions and lately it has been awash with caution.  For Pop Mart $POP MART(09992)$  $POP MART(09992)$ $POP MART HK SDR 20to1(HPPD.SI)$ this has meant a pullback, a temporary retreat from its soaring heights.  Analysts like $Morgan Stanley(MS)$  have trimmed their sails, lowering price targets in a nod to the prevailing winds of a global consumer sector rotation.  But for those with the courage to look beyond the surface, this is not a sign of weakness.  It is a whisper of a powerful resilient force. While the t
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Why Pop Mart's Pullback Could Be The Bold Investor's Moment
avatarzhingle
11-28
$POP MART(09992)$   🎨 Pop Mart on the Rise: Can This Rally Hit HK$240? 📈 The Bull Case, The Bear Case & What Smart Money Is Watching. ⭐ Why Pop Mart Is Heating Up Again Morgan Stanley slashed its target price from HK$382 → HK$325, but unlike a typical downgrade, the tone was constructive rather than bearish. They highlighted: 🔹 1. Valuation Compression May Be Nearing an End Pop Mart’s P/E has fallen back to levels seen in Q4 2022 & Q4 2023, both periods where strong rebounds followed. 🔹 2. ROE Remains High & The IP Flywheel Still Works Pop Mart’s real advantage is not toys — it’s IP monetization, character franchises, blind-box mechanics and repeat-purchase psychology. The company is still a category leader in the global “p
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avatarhighhand
11-28
$POP MART(09992)$   Very nice retracement for POPMART. release some pressure from the stock price. Fell below 200 day moving average but now reclaimed it like a hero. If it stays above 200 day ma, it's due for a bounce. It also bounced off the weekly 20 moving average.  Looking good for the Lau bu bu seller.
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avatarNiofighter
11-13
$POP MART(09992)$   good for trading this week as the trend moving up. Can easily make $2 HK dollars from contra. Intraday trade.
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avatar炸猪排
11-12
$POP MART(09992)$  The short-term MA are below the long term MA, confirming a bearish trend. MACD is still negative, but histogram shows a slowing bearish momentum.  Some days suggest strong institutional trading activity with frequent short bursts of buying and participation remains evaluated with volume. Morgan Stanley maintains a target price of HKD 382 for the company, with an  Overweight rating. Will price rebound if 200 – 210 continiues to hold positivity? Worth the try.
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avatarantiti
11-07

Pop Mart -30% in 2 Months! Consider Buying the Dip at $200?

On October 22, $POP MART(09992)$ released its Q3 2025 business update, reporting a year-on-year revenue surge of 245%–250%, reaching a record high. Founder Wang Ning’s optimistic forecast back in August — “achieving RMB 30 billion in revenue this year will be easy” — now seems well within reach.However, the market has ignored the upbeat earnings news, and the stock continued to break lower.Why the drop?From a news perspective, Pop Mart was hit by its first short-seller report, setting a target price of HK$225.From a technical standpoint, the chart shows a head-and-shoulders pattern, with the neckline around HK$229.In terms of valuation, the market still considers Pop Mart overvalued, with growth unlikely to be replicated. The stock has now fallen
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Pop Mart -30% in 2 Months! Consider Buying the Dip at $200?
avatarBinni Ong
10-31

Head and Shoulders Formation Suggests Reversal for Pop Mart Traders

$POP MART(09992)$ is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an extended uptrend. Support: Price is currently near HK$230, a key support level that has held over recent sessions. Resistance: The immediate resistance lies around HK$252, where previous rebounds have met selling pressure. Moving averages: Shorter-term EMAs have started to slope downward, indicating slowing upside momentum. Implication of the Head and Shoulder Pattern A decisive close below HK$230 would confirm the
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Head and Shoulders Formation Suggests Reversal for Pop Mart Traders
avatarMacquarie Warrants Singapore
10-30

Pop Mart – head and shoulders formation suggests reversal for traders

After rallying 290% this year to a new record high of HKD 335.40 on 26 August, $POP MART(09992)$ shares have pulled back 32.1% to its closing level of HKD 227.60 on Tues 28 October. Does this spell the end of Pop Mart’s incredible share price run this year? Or is it trading near a short-term support level? SGX Academy Trainer Binni Ong offers her view: *This post is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Pop Mart is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an exte
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Pop Mart – head and shoulders formation suggests reversal for traders
avatarPh111p
10-28
$POP MART(09992)$  I'm quite confident that the PM will continue soar in the market ! Stay tune 
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avatarvkwee
10-28
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avatarkoolgal
10-27

Is Pop Mart A Buy or Bye?

🌟🌟🌟Pop Mart $POP MART(09992)$  $POP MART HK SDR 20to1(HPPD.SI)$ has dropped 18.7% last week even though its overall revenue for Q3 25 increased by 245% to 250% YoY.  Despite these strong growth figures, the announcement was followed by a sharp price drop as analysts expressed caution over the stock's high valuation and potential slowdown in growth. Is Pop Mart still a Buy or Bye? Reasons to consider buying Pop Mart : Strong growth momentum :  Pop Mart has demonstrated explosive revenue growth, particularly in 2025.  This is driven by the global popularity of IPs like Labubu and its strategic expansion into international markets. Global expansion
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Is Pop Mart A Buy or Bye?
avatar许智玮
10-27

Pop Mart shares dive as Labubu craze cools

Shares of Chinese toymaker Pop Mart $POP MART(09992)$ fell sharply on Thursday 23 October, tumbling 9% in their worst single-day drop since April and extending a monthslong decline that has erased much of the company’s summer gains. The stock has now fallen around 30% since late August, even as it remains up 159% for the year. The selloff follows concerns that demand for Pop Mart’s best-known collectibles—particularly its Labubu dolls—may be losing momentum after months of frenzied buying and record resale prices. Revenue triples but market cools Pop Mart, famous for its Labubu dolls, elf-like monster figurines sold in blind-box packaging, reported on Tuesday that third-quarter revenue more than tripled year over year, driven primarily by a surge
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Pop Mart shares dive as Labubu craze cools
avatarhighhand
10-23
$POP MART(09992)$   Did the balloon finally"POP"? 5 day slide huh... I think Hang Seng also slide so don't worry. They slide hand in hand.  The price looks like reach a swing low on the left. If the price starts to rebound above the 150 daily moving average, then the slide is over. If not, 200 day moving average is the next support
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