Investor's “Invisible Superpower“: Use Your Industry Nose + Stage Analysis to Catch a Next Pop Mart

The Retail Investor's "Invisible Superpower": Use Your Industry Nose + Stage Analysis to Catch the Next Pop Mart

Speaker: Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market.

[About the Speaker]

Jeremy Tan is a CFA charterholder and seasoned investor with 25+ years of experience across equities, futures, property development, and business scaling. Having managed portfolios through rising and declining markets, he specializes in Southeast Asian value investing and tactical trading. Jeremy has been invited to speak at SGX derivatives workshops in Singapore and Taiwan, and he speaks English, Mandarin, Hokkien, and Cantonese — a linguistic edge that lets him access markets and management teams across the region.

[The Hook] "What do fund managers know? You are the expert in your own industry."

That line lit up the room — retail, finance, e-commerce professionals suddenly sat taller. Yes, institutions have capital advantages, but you have on-the-ground intelligence. Jeremy should know: he started out as a floor trader in a red jacket during the Asian Financial Crisis, developed landed properties in land-scarce Singapore, and has spent decades turning industry observations into portfolio alpha.

[Your Industry Is Your Circle of Competence]

• Work in banking? You should sense first when high-net-worth clients are opening accounts en masse.

• Work in retail? You see foot traffic, basket sizes, and inventory turns in real time.

• Work in e-commerce? You know exactly how brutal the Shopee vs. Lazada vs. Temu war is.

Jeremy lives this: he loves gaming, so he knew early that AMD and NVIDIA were the two must-own GPU plays. He noticed Singapore's land scarcity, so he started developing landed properties 16 years ago.

[Case Studies: Opportunities You Can See and Touch]

☕ $Luckin Coffee Inc.(LKNCY)$

"Go to Starbucks — everyone is leeching WiFi and studying, nursing one $6 coffee for three hours. Go to Luckin — the seats are uncomfortable because they want you in and out." Jeremy fell in love with the brutal operational efficiency: app-only ordering, push notifications when your drink is ready, cashless, high turnover. "This is the rise of 'fast coffee' in Asia-Pacific."

🍲 $HAIDILAO(06862)$

"Some families eat Haidilao three or four times a week until they get gold/silver status." Jeremy noticed Haidilao shifting from "empower store managers" to "AI-centralized control" — using data to centralize decisions and cut costs. When the market thought it was done, he observed the stock "couldn't fall further," hugging its moving average. When earnings dropped, the stock jumped 5% in a day because the CEO outlined the turnaround. "When a stock stops making new lows, management is usually doing something right."

🧸 $POP MART(09992)$

"China manufactures everything, but it doesn't own many exciting brands. Pop Mart is different." Jeremy saw locals lining up in a Spanish Pop Mart store. "This isn't utilitarian value; it's emotional value." Once a "useless but joyful" product becomes a collectible and social currency, a moat forms.

📦 $PDD Holdings Inc(PDD)$ / Temu

"The world needs a platform that lets Chinese manufacturing reach consumers cheaply." Jeremy watched PDD evolve from "pure low-price" to "better quality," and Temu pivot from North America to Europe within months after Trump tariff threats. "Great companies don't avoid storms; they change course."

[Technical Analysis: A "Co-Pilot" for Value Investors]

Jeremy admits he uses charts — not to worship them, but to confirm fundamentals:

1. Stage Analysis (Wyckoff/Stan Weinstein) All stocks move through four stages:

• Stage 1: Base-building, volume dries up (boredom)

• Stage 2: Breakout on expanding volume (this is your buy zone)

• Stage 3: Distribution — volume high but price stalls

• Stage 4: Decline

"The hardest part for value investors is Stage 2 — new highs every day. Can you pull the trigger? Train yourself to buy strength."

2. VCP (Volatility Contraction Pattern) Bad news hits, volume collapses, range tightens. "It's like a spring coiled to the max. When it pops, it moves fast."

3. Relative Strength The market is tanking, but your stock holds firm or rises. "That means smart money is accumulating while others are panicking."

[Key Takeaways]

• Catalysts: Value doesn't unlock itself. You need a trigger — a new AI division, a buyback, a management change, a new market.

• Optionality: Great companies keep spawning new businesses from their core. Apple went from hardware to services (iCloud, Apple Music). PDD went from domestic to Temu. "The core business is the foundation; new ventures are free call options."

[Call to Action 🎯]

Do one small thing this week:

1. Write down three "field observations" from your industry (Which store has the longest queue? Are more people asking about wealth products at your bank?).

2. Open your favorite watchlist and identify which Stage each stock is in. Is volume contracting or expanding?

3. Drop a comment: Which company have you noticed "suddenly feels different" in your daily life?

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