If we see from the competition

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?

Pop Mart Defies the Falling Trend & Rebounds! Eyeing HK$300?

JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline? 1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts? 2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value? 3. At what price level would you consider Pop Mart a buy?

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