$POP MART(09992)$   For: Pop Mart Flash Crash: Shorts Go Crazy! See HK$180? Title: Pop Mart: When the "Collectible" Narrative Loses Its Magic Pop Mart's ~40% crash from August highs is more than a Morgan Stanley downgrade—it's a fundamental challenge to its growth story. The core issue is whether IP-driven collectibles have a durable, expanding addressable market, or if it's a saturated fashion trend. Morgan Stanley's Downgrade (30% → 18% growth) is significant because it questions: · Repeat Purchase Rate: Can adult collectors maintain spending through economic cycles? · IP Longevity: Are characters like Molly having lasting power, or are they fading? · International Expansion: Can it truly replicate its China success abroad against dif

I think Morgan Stanley's downgrade reflects a very real concern: Pop Mart's $POP MART(09992)$  growth runway is clearly slowing. When a company that once relied on explosive expansion suddenly sees its projected revenue growth cut from 30% to 18%, it signals that the market is maturing faster than expected. I agree with the overall direction of the report—even if I don't fully buy into every assumption—because the recent sales data, weaker consumer sentiment, and intensifying competition all suggest that Pop Mart's high-growth phase is tapering off. At the same time, I don't think the stock's 40% drop from the August highs is purely about fundamentals. What I'm seeing now feels like a momentum-driven flush wher

$POP MART(09992)$  All these are just fashion in trend socks after a while when people wake up & come to their senses, it would be worthless....

$POP MART(09992)$   Pop Mart on the Rise! Is This the Cycle That Sends It Back to HK$240? 🎯🧸✨ Pop Mart (09992.HK) is quietly staging one of its most interesting setups in years — and unlike the previous hype cycles, this time the story is driven by valuation, structural demand, and global expansion, not retail euphoria. Morgan Stanley may have cut its target price from HK$382 → HK$325, but ironically, that downgrade highlights exactly why the stock is worth watching now. Let’s break it down. --- 1️⃣ Valuation Has Reset — But Fundamentals Haven’t Broken Pop Mart’s P/E has compressed back to the ultra-low levels of Q4 2022 and Q4 2023 — both periods right before major rebounds. This time, however, the backdrop is even more compelling: ✔️

🌟🌟🌟The market is a sea of emotions and lately it has been awash with caution.  For Pop Mart $POP MART(09992)$  $POP MART(09992)$ $POP MART HK SDR 20to1(HPPD.SI)$ this has meant a pullback, a temporary retreat from its soaring heights.  Analysts like $Morgan Stanley(MS)$  have trimmed their sails, lowering price targets in a nod to the prevailing winds of a global consumer sector rotation.  But for those with the courage to look beyond the surface, this is not a sign of weakness.  It is a whisper of a powerful resilient force. While the t

$POP MART(09992)$   🎨 Pop Mart on the Rise: Can This Rally Hit HK$240? 📈 The Bull Case, The Bear Case & What Smart Money Is Watching. ⭐ Why Pop Mart Is Heating Up Again Morgan Stanley slashed its target price from HK$382 → HK$325, but unlike a typical downgrade, the tone was constructive rather than bearish. They highlighted: 🔹 1. Valuation Compression May Be Nearing an End Pop Mart’s P/E has fallen back to levels seen in Q4 2022 & Q4 2023, both periods where strong rebounds followed. 🔹 2. ROE Remains High & The IP Flywheel Still Works Pop Mart’s real advantage is not toys — it’s IP monetization, character franchises, blind-box mechanics and repeat-purchase psychology. The company is still a category leader in the global “p

$POP MART(09992)$  time to dump! mo reason to buy this for now. 

$POP MART(09992)$  “Pop Mart has strong momentum because of recovering consumer spending in China and expanding global retail presence. If earnings continue surprising on the upside and new IP launches perform well, I think $240 is possible this round. The key risk is valuation getting stretched, but short-term sentiment still looks strong.”

$POP MART(09992)$  lol

$POP MART(09992)$  :)

🌟🌟🌟Pop Mart $POP MART(09992)$  $POP MART HK SDR 20to1(HPPD.SI)$ has dropped 18.7% last week even though its overall revenue for Q3 25 increased by 245% to 250% YoY.  Despite these strong growth figures, the announcement was followed by a sharp price drop as analysts expressed caution over the stock's high valuation and potential slowdown in growth. Is Pop Mart still a Buy or Bye? Reasons to consider buying Pop Mart : Strong growth momentum :  Pop Mart has demonstrated explosive revenue growth, particularly in 2025.  This is driven by the global popularity of IPs like Labubu and its strategic expansion into international markets. Global expansion

In the markets, the scariest three words aren't "crash"—they're "topping out." And right now, as everyone piles into $POP MART(09992)$ chasing the Labubu craze, Bernstein's fresh October 16 report is throwing ice water on the party. They slap an Underperform rating on the stock, with a HK$225 target—implying 18% downside from the October 15 close of HK$288.80.The kicker? Their headline: "Behind the toothy grin, when will the bubble burst?" Yeah, that's the vibe. With shares dipping to HK$284 on October 17, it's a timely gut check. Labubu's feast might be winding down faster than you think.Pop Mart's story is pure magic: a niche blind-box toy exploding into a cultural icon, with secondary markets once rivaling Lego's hype. But peak

$POP MART(09992)$   Very nice retracement for POPMART. release some pressure from the stock price. Fell below 200 day moving average but now reclaimed it like a hero. If it stays above 200 day ma, it's due for a bounce. It also bounced off the weekly 20 moving average.  Looking good for the Lau bu bu seller.

On October 22, $POP MART(09992)$ released its Q3 2025 business update, reporting a year-on-year revenue surge of 245%–250%, reaching a record high. Founder Wang Ning’s optimistic forecast back in August — “achieving RMB 30 billion in revenue this year will be easy” — now seems well within reach.However, the market has ignored the upbeat earnings news, and the stock continued to break lower.Why the drop?From a news perspective, Pop Mart was hit by its first short-seller report, setting a target price of HK$225.From a technical standpoint, the chart shows a head-and-shoulders pattern, with the neckline around HK$229.In terms of valuation, the market still considers Pop Mart overvalued, with growth unlikely to be replicated. The stock has now fallen

Dont think so as too much hype.. [Smile]