To The Moon

Thanks for sharing. Happy trading

Both are Hong Kong-listed Chinese companies with strong growth, but they operate in different sectors—Mixue in beverages and Pop Mart in pop culture toys. Mixue Group (2097.HK) Business: Operates over 46,000 stores globally, selling affordable bubble tea, ice cream, and coffee under a franchise model. Financials: For 2024, revenue rose 22% to 24.8 billion yuan ($3.42 billion USD), with net profit up 40% to 4.5 billion yuan ($613 million USD). Its IPO on March 3, 2025, raised $444 million, and the stock has climbed significantly since debut. Strengths: Low-price model thrives in cost-conscious markets, with rapid expansion across Asia. High profit margins and strong returns reflect efficiency. Risks: Recent listing means a short public track record. It’s exposed to commodity price swings (e

Replying to @Shyon:Ta matey! Cheers lah 👍🩵🍀🍀🍀//@Shyon:Nice article from you too lah 😆😁🙂//@Barcode:🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ You know, when I stack Pop Mart up against Mixue Group, it’s like pitting a rocket ship against a trusty scooter, Pop Mart’s my pick, and it’s not even a contest. Their profit didn’t just climb last year, it vaulted 188% to 3.1 billion yuan, leaving analyst guesses in the dust, while sales doubled to 13 billion yuan. That’s no happy accident, it’s a tsunami, propelled by Labubu dolls that have morphed f

$POP MART(09992)$ Pop Mart stands out as a safer investment due to its strong brand loyalty and proven ability to create hit products. Its strategy of limited-edition blind boxes drives consistent demand and repeat purchases, ensuring stable revenue streams. The company’s expansion into overseas markets also diversifies risk and opens up new growth opportunities. Meanwhile, Mixue’s low-cost model faces pressure from rising raw material costs and intense competition in the F&B sector. Pop Mart’s higher profit margins and intellectual property-driven business model give it a competitive edge in maintaining profitability. This makes Pop Mart a more resilient and promising long-term bet.

Thanks for the 🏷️, @Barcode Like passing a baton I won’t be outdoing you though. But I do want to share my experience with $POP MART(09992)$ back in Singapore! I have not heard of it prior to my December holiday. At least this has not really taken off in where I am staying in my part of Australia . I was surprised when a family friend introduced us to it. She mentioned that it’s a craze among the kids in Singapore! Young children, not just teenagers, are crazy of them!? Of course if I have a choice between the 2, $POP MART(09992)$ will be the one. We have bubble tea everywhere and it’s very competitive.

Pop mart recent revenue seems to be excellent in terms of signicifant high percentage growth, i.e >100%. Understand it produces popular toys like labubu which has attracted worldwide attention, especially children and teenagers. It is an unique retail industry indeed. Potential of expansion could be sustained if it continues to innovate new popular products for the industry. Might be a suitable counter to hold for the medium term. Cheers. 

 @Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @koolgal @LMSunshine @GoodLife99 @Shyon @Aqa Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$

@Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @koolgal @LMSunshine @GoodLife99 @Shyon @Aqa Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$ and

mixed  no doubt

mixue

If we see from the competition, there is no competition for Pop Mart but many competitors to Mixue. No competition mean the owner should not do stupid things when manage while the other could be killed by competition. It will be good to ask what won’t change in the next 5 years. Will people continue their habits of buying toys or buying drinks?

I will choose  food over toys company... MIXUE will be safer bet.

I would go with Pop Mart as the craze with Labubu isn’t over. It is a safer bet for 2025 investment

🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ You know, when I stack Pop Mart up against Mixue Group, it’s like pitting a rocket ship against a trusty scooter, Pop Mart’s my pick, and it’s not even a contest. Their profit didn’t just climb last year, it vaulted 188% to 3.1 billion yuan, leaving analyst guesses in the dust, while sales doubled to 13 billion yuan. That’s no happy accident, it’s a tsunami, propelled by Labubu dolls that have morphed from plastic trinkets into totems of a global cult, all because Blackpink’s Lisa can’t stop cradling them like postmodern relics. Mixue’s brewing its tea in the shadows, but Pop Mart’s out here rewriting the cultural scripture. What’s got me hooked is their sheer

Pop Mart attracts young buyers going after cute and fashionable collectibles - likely more lasting trend and craze than Mixue's tea beverage.

I will choose   $POP MART(09992)$   rather than $MIXUE GROUP(02097)$   I believe the IP strategy is better. Youngsters will keep on collecting their favourite figure and spend more on the mystery or special hidden edition. Some more ready to drink businesses are more competitive ( more and more new drinks coming up and food costs keep rising)  than toy figure business.

Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$ and $MIXUE GROUP(02097)$ both reported significant growth, with year-to-date increases of 56% and 102%, respectively.After Pop Mart's release of its H2 2024 earnings, both revenue and profits exceeded expectations, with the stock rising 10.87%, hitting a new all-time high.Revenue: ¥13.04 billion (up 107% YoY), surpassing market expectations (market expected about +80%).Gross Margin 68.3% in the second half, setting a new historical high. Sales & management expense ratios both decreased, and core operating profit far exceeded expectations.Same-Store Revenue: Both domestic and international same-store sales saw a sequential accelera

After reading the earnings report of $POP MART(09992)$ today, I was simply shocked by this "money printing machine"!Labubu's The Monsters series, 2024 annual revenue of more than 3 billion, and the first half of only 600 million, second only to Molly, but the second half of the wildly overtaken.Although there is absolutely no business, industry, technology attributes to compare the two, but the two share the underlying code of "super growth stocks": monopoly market segments, globalization and expansion, product iteration crushes the questioning, but there have been questions on the road to growth.Specifically two aspects:High valuation - high faith, the scarcity of the leading "pricing power" premiumNVDA: with AI arithmetic monopoly, the dynamic

Pot Mart will boom good earnings 

$POP MART(09992)$ Pop Mart’s earnings potential lies in its strong IP portfolio and high-margin blind box model. The company’s ability to create viral products and cultivate collector loyalty drives repeat sales and premium pricing. Unlike Mixue’s price-sensitive market, Pop Mart benefits from emotional attachment and brand exclusivity. Expanding globally and licensing popular IP could unlock further growth. If Pop Mart sustains its creative momentum, earnings could surprise to the upside!

Both are Hong Kong-listed Chinese companies with strong growth, but they operate in different sectors—Mixue in beverages and Pop Mart in pop culture toys. Mixue Group (2097.HK) Business: Operates over 46,000 stores globally, selling affordable bubble tea, ice cream, and coffee under a franchise model. Financials: For 2024, revenue rose 22% to 24.8 billion yuan ($3.42 billion USD), with net profit up 40% to 4.5 billion yuan ($613 million USD). Its IPO on March 3, 2025, raised $444 million, and the stock has climbed significantly since debut. Strengths: Low-price model thrives in cost-conscious markets, with rapid expansion across Asia. High profit margins and strong returns reflect efficiency. Risks: Recent listing means a short public track record. It’s exposed to commodity price swings (e

Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$ and $MIXUE GROUP(02097)$ both reported significant growth, with year-to-date increases of 56% and 102%, respectively.After Pop Mart's release of its H2 2024 earnings, both revenue and profits exceeded expectations, with the stock rising 10.87%, hitting a new all-time high.Revenue: ¥13.04 billion (up 107% YoY), surpassing market expectations (market expected about +80%).Gross Margin 68.3% in the second half, setting a new historical high. Sales & management expense ratios both decreased, and core operating profit far exceeded expectations.Same-Store Revenue: Both domestic and international same-store sales saw a sequential accelera

Replying to @Shyon:Ta matey! Cheers lah 👍🩵🍀🍀🍀//@Shyon:Nice article from you too lah 😆😁🙂//@Barcode:🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ You know, when I stack Pop Mart up against Mixue Group, it’s like pitting a rocket ship against a trusty scooter, Pop Mart’s my pick, and it’s not even a contest. Their profit didn’t just climb last year, it vaulted 188% to 3.1 billion yuan, leaving analyst guesses in the dust, while sales doubled to 13 billion yuan. That’s no happy accident, it’s a tsunami, propelled by Labubu dolls that have morphed f

Thanks for sharing. Happy trading

🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ You know, when I stack Pop Mart up against Mixue Group, it’s like pitting a rocket ship against a trusty scooter, Pop Mart’s my pick, and it’s not even a contest. Their profit didn’t just climb last year, it vaulted 188% to 3.1 billion yuan, leaving analyst guesses in the dust, while sales doubled to 13 billion yuan. That’s no happy accident, it’s a tsunami, propelled by Labubu dolls that have morphed from plastic trinkets into totems of a global cult, all because Blackpink’s Lisa can’t stop cradling them like postmodern relics. Mixue’s brewing its tea in the shadows, but Pop Mart’s out here rewriting the cultural scripture. What’s got me hooked is their sheer

Thanks for the 🏷️, @Barcode Like passing a baton I won’t be outdoing you though. But I do want to share my experience with $POP MART(09992)$ back in Singapore! I have not heard of it prior to my December holiday. At least this has not really taken off in where I am staying in my part of Australia . I was surprised when a family friend introduced us to it. She mentioned that it’s a craze among the kids in Singapore! Young children, not just teenagers, are crazy of them!? Of course if I have a choice between the 2, $POP MART(09992)$ will be the one. We have bubble tea everywhere and it’s very competitive.

$POP MART(09992)$ Pop Mart stands out as a safer investment due to its strong brand loyalty and proven ability to create hit products. Its strategy of limited-edition blind boxes drives consistent demand and repeat purchases, ensuring stable revenue streams. The company’s expansion into overseas markets also diversifies risk and opens up new growth opportunities. Meanwhile, Mixue’s low-cost model faces pressure from rising raw material costs and intense competition in the F&B sector. Pop Mart’s higher profit margins and intellectual property-driven business model give it a competitive edge in maintaining profitability. This makes Pop Mart a more resilient and promising long-term bet.

@Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @koolgal @LMSunshine @GoodLife99 @Shyon @Aqa Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$ and

 @Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @koolgal @LMSunshine @GoodLife99 @Shyon @Aqa Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$

Pop mart recent revenue seems to be excellent in terms of signicifant high percentage growth, i.e >100%. Understand it produces popular toys like labubu which has attracted worldwide attention, especially children and teenagers. It is an unique retail industry indeed. Potential of expansion could be sustained if it continues to innovate new popular products for the industry. Might be a suitable counter to hold for the medium term. Cheers. 

If we see from the competition, there is no competition for Pop Mart but many competitors to Mixue. No competition mean the owner should not do stupid things when manage while the other could be killed by competition. It will be good to ask what won’t change in the next 5 years. Will people continue their habits of buying toys or buying drinks?

mixed  no doubt

After reading the earnings report of $POP MART(09992)$ today, I was simply shocked by this "money printing machine"!Labubu's The Monsters series, 2024 annual revenue of more than 3 billion, and the first half of only 600 million, second only to Molly, but the second half of the wildly overtaken.Although there is absolutely no business, industry, technology attributes to compare the two, but the two share the underlying code of "super growth stocks": monopoly market segments, globalization and expansion, product iteration crushes the questioning, but there have been questions on the road to growth.Specifically two aspects:High valuation - high faith, the scarcity of the leading "pricing power" premiumNVDA: with AI arithmetic monopoly, the dynamic

I will choose  food over toys company... MIXUE will be safer bet.

mixue

I will choose   $POP MART(09992)$   rather than $MIXUE GROUP(02097)$   I believe the IP strategy is better. Youngsters will keep on collecting their favourite figure and spend more on the mystery or special hidden edition. Some more ready to drink businesses are more competitive ( more and more new drinks coming up and food costs keep rising)  than toy figure business.

Pop Mart attracts young buyers going after cute and fashionable collectibles - likely more lasting trend and craze than Mixue's tea beverage.

I would go with Pop Mart as the craze with Labubu isn’t over. It is a safer bet for 2025 investment

$POP MART(09992)$ Pop Mart’s earnings potential lies in its strong IP portfolio and high-margin blind box model. The company’s ability to create viral products and cultivate collector loyalty drives repeat sales and premium pricing. Unlike Mixue’s price-sensitive market, Pop Mart benefits from emotional attachment and brand exclusivity. Expanding globally and licensing popular IP could unlock further growth. If Pop Mart sustains its creative momentum, earnings could surprise to the upside!

Pot Mart will boom good earnings