TODAMOON
10-15

$POP MART(09992)$ The IP business model isn't perfect, but it beats 90% of companies. Evergreen IPs like Molly? That's the gold standard. "Platform + classic IP" builds a wide moat - that's the core reason I'm bullish on Pop Mart long-term.

Pop Mart Flash Crash: Shorts Go Crazy! See HK$180?
Pop Mart opened with a sharp drop and continued to decline, falling nearly 8.5% yesterday, marking its largest single-day drop in over six weeks. Today, the stock continues to slide another 5%, representing a roughly 40% decline from its August highs and wiping out over HKD 180 billion in market value. In its 2025 Consumer Industry Outlook report, Morgan Stanley downgraded Pop Mart’s projected 2026 revenue growth from 30% to 18%. -------- Do you agree with Morgan Stanley's report? Is $180 the next target?
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