$POP MART(09992)$   For: Pop Mart Flash Crash: Shorts Go Crazy! See HK$180? Title: Pop Mart: When the "Collectible" Narrative Loses Its Magic Pop Mart's ~40% crash from August highs is more than a Morgan Stanley downgrade—it's a fundamental challenge to its growth story. The core issue is whether IP-driven collectibles have a durable, expanding addressable market, or if it's a saturated fashion trend. Morgan Stanley's Downgrade (30% → 18% growth) is significant because it questions: · Repeat Purchase Rate: Can adult collectors maintain spending through economic cycles? · IP Longevity: Are characters like Molly having lasting power, or are they fading? · International Expansion: Can it truly replicate its China success abroad against dif

$POP MART(09992)$  All these are just fashion in trend socks after a while when people wake up & come to their senses, it would be worthless....

I think Morgan Stanley's downgrade reflects a very real concern: Pop Mart's $POP MART(09992)$  growth runway is clearly slowing. When a company that once relied on explosive expansion suddenly sees its projected revenue growth cut from 30% to 18%, it signals that the market is maturing faster than expected. I agree with the overall direction of the report—even if I don't fully buy into every assumption—because the recent sales data, weaker consumer sentiment, and intensifying competition all suggest that Pop Mart's high-growth phase is tapering off. At the same time, I don't think the stock's 40% drop from the August highs is purely about fundamentals. What I'm seeing now feels like a momentum-driven flush wher

$POP MART(09992)$  time to dump! mo reason to buy this for now. 

$POP MART(09992)$  “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.”

$POP MART(09992)$  lol

$POP MART(09992)$  :)

Dont think so as too much hype.. [Smile]  

$POP MART(09992)$   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: ✔️

$泡泡玛特(09992)$  it is just a trend for a while [得意]  

$泡泡玛特(09992)$  it is just a trend for a while. 

🌟🌟🌟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

$POP MART(09992)$   🎨 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

$POP MART(09992)$   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.

$POP MART(09992)$   good for trading this week as the trend moving up. Can easily make $2 HK dollars from contra. Intraday trade.

$POP MART(09992)$  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.

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