PopMart - rebounds 35% in a week following Pucky, Twinkle and Honor 500 release
⏫ $POP MART(09992)$ shares have been on riding on a strong rebound over the past 7 days, surging 35.4% to HKD 236 yesterday from its 19 January low.
Prior to this rebound, the shares have been sold off 48.7% from its peak of HKD 339.80 on 26 August 2025
✳During this period of PopMart's strong rebound, Macquarie's trending PopMart call warrant $PopMart MB eCW260505(ELCW.SI)$ (https://warrants.com.sg/tools/livematrix/ELCW) has spiked 213.3% to SGD 0.047, more than 7 times compared to PopMart's 28% gain based on the closing prices of the shares from 19 January to yesterday's close.
✴Trending PopMart put warrant $PopMart MB ePW260602(X7NW.SI)$ (https://warrants.com.sg/tools/livematrix/X7NW) is down 59.6% to SGD 0.023 during this period.
🧸Recent product launches and the company's share buy back (announced on 19 January) are a big contributor to the recent rebound.
🐡Its new collectibles series - Pucky Tap Tap - has gained instant popularity, with offline stores sold out (Yicai)
🌟🌟Its up and coming IP Twinkle Twinkle is also off to a solid start, with the first batch of plush pendants selling out seconds after launch on 22 January. The figurines' sales volume has exceeded cumulative volume sold for specific Labubu figurine series on Tmall and Douyin
⌚Investors are also encouraged by the new narrative of PopMart's transition from wearable decorative products to more practical and essential daily tools following its 25 January launch of a co-branded Honor 500 Pro Molly 20th Anniversary edition phone (Yicai)
🐻Meanwhile, Bloomberg reported on 27 January that a lone bear analyst has cut price targets and issued a sell rating on PopMart from HKD 225 to HKD 181 due to downside risks tied to Pop Mart’s sales drive abroad, saying "US sales are softening" and that international markets not scaling as projected could lead to multiple compression.
🙅♀️This contrasts with 44 of 48 analysts polled by Bloomberg who have buy ratings on the share
🔧Macquarie's trending call and put warrants tracking PopMart shares provide an opportunity for investors to trade the short-term volatile moves in the shares at a fraction of PopMart's share price without margin calls
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- popzy·01-29 14:10Solid bounce after those new drops! Bullish momentum here. [看涨]LikeReport