To The Moon

hhjj

I think is Mixue is more safer bet cos their price of drink is very cheap and they also have many merchandise around the world

I like both as both recently reported earnings that beat expectations. Of course, popmart exceeded more. In the short term over less than 1 year, I would favour popmart as the craze over the dolls like labubu continues. However, there is no telling when this craze would die down and they cannot expand as fast as expected. On the other hand, mixue’s price point reaches out to the masses and now has even more outlets than Starbucks. There is still capacity for it to even have more outlets that would contribute to its revenue. The main issue would be the rise of competitors in the future. If I were to choose one that I would hold for more than a year, I feel that mixue would be less risky as indulging in tea and sweet treats is more likely to happen than the masses getting the dolls and blind

Real good invest in $MIXUE GROUP(02097)$ I can see the potential

Pop mart should benefit from its strong consumer base, while also riding on trends Pop Mart, a leading Chinese pop culture and collectible toy company, could see stock improvement for several reasons: 1. Expanding Product Lines: Pop Mart has continually expanded its product portfolio beyond its core collectible figures, collaborating with various pop culture brands. This diversification can attract a broader consumer base and drive increased sales. 2. International Expansion: The company has been growing its presence outside China, with stores in places like Japan, South Korea, and the Middle East. As it reaches new international markets, its potential customer base expands, supporting revenue growth. 3. Strong Brand Partnerships: Pop Mart has partnered with popular IPs (intellectual prope

Huat, they are expanding rapidly and i like the name very much, lets all make money out of this share

Mixue love their business idea

$POP MART(09992)$ +349.59% in 2024 Full Year +56.94% 2025 YTD Earnings is out. Another "Eye-Blinding Earnings" report that beat the crap out of street expectations. The focus, the huga mama focus, remains in the overseas (i.e. outside of Mainland China) contribution to the revenue which I have been following closely in its development since last year. This is the growth engine, that Pop Mart started to report in 2022, that hugely expand its TAM. To illustrate how crazy is the growth of this overseas segment, I did up a simple Excel Bar Chart. The bright green is the contribution to the revenue. +375% yoy Overseas growth! Talking about solid fundamentals? The overall picture: Revenue +106.9% Net Profit +185.9% PM% +550 ba

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

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

Pop Mart (09992) has been on a spectacular rally, surging 300% last year and up another 49% year-to-date (YTD), recently hitting new all-time highs. Many now argue that traditional investment favorites like gold and Moutai are losing relevance among younger generations, while trendy collectibles like Labubu and Molly are capturing Gen Z's attention. POP MART (09992) Pop Mart’s Appeal: The New Wave of Collectibles Pop Mart has successfully built a business around blind box culture, tapping into the psychology of surprise, exclusivity, and collectibility. Their products, including Labubu, Molly, Dimoo, and Skullpanda, have become social phenomena, frequently discussed among young consumers. The company has positioned itself not just as a toy seller, but as a cultural and lifestyle brand, ble

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

Pop mart should benefit from its strong consumer base, while also riding on trends Pop Mart, a leading Chinese pop culture and collectible toy company, could see stock improvement for several reasons: 1. Expanding Product Lines: Pop Mart has continually expanded its product portfolio beyond its core collectible figures, collaborating with various pop culture brands. This diversification can attract a broader consumer base and drive increased sales. 2. International Expansion: The company has been growing its presence outside China, with stores in places like Japan, South Korea, and the Middle East. As it reaches new international markets, its potential customer base expands, supporting revenue growth. 3. Strong Brand Partnerships: Pop Mart has partnered with popular IPs (intellectual prope

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

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

After two consecutive years of a bull market in U.S. stocks, many analysts are warning that valuations are now too high. This year, any news could trigger a major market correction driven by mean reversion.U.S. stocks plunged Friday as inflation fears rose. According to the University of Michigan, consumer inflation expectations for the next 5-10 years surged to 3.5%—the highest since 1995.Fed minutes flagged concerns over tariffs fueling inflation, while $Wal-Mart(WMT)$ soft outlook shook investor confidence. Technically, the Nasdaq and S&P 500 formed a double top, with further gains hinging on next week’s Nvidia earnings.While the recent volatility in U.S. stocks is concerning, the surge in Chinese stocks is even more so. Most investors are s

🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ 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

I like both as both recently reported earnings that beat expectations. Of course, popmart exceeded more. In the short term over less than 1 year, I would favour popmart as the craze over the dolls like labubu continues. However, there is no telling when this craze would die down and they cannot expand as fast as expected. On the other hand, mixue’s price point reaches out to the masses and now has even more outlets than Starbucks. There is still capacity for it to even have more outlets that would contribute to its revenue. The main issue would be the rise of competitors in the future. If I were to choose one that I would hold for more than a year, I feel that mixue would be less risky as indulging in tea and sweet treats is more likely to happen than the masses getting the dolls and blind

$POP MART(09992)$ +349.59% in 2024 Full Year +56.94% 2025 YTD Earnings is out. Another "Eye-Blinding Earnings" report that beat the crap out of street expectations. The focus, the huga mama focus, remains in the overseas (i.e. outside of Mainland China) contribution to the revenue which I have been following closely in its development since last year. This is the growth engine, that Pop Mart started to report in 2022, that hugely expand its TAM. To illustrate how crazy is the growth of this overseas segment, I did up a simple Excel Bar Chart. The bright green is the contribution to the revenue. +375% yoy Overseas growth! Talking about solid fundamentals? The overall picture: Revenue +106.9% Net Profit +185.9% PM% +550 ba

hhjj

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.

I think is Mixue is more safer bet cos their price of drink is very cheap and they also have many merchandise around the world

With the accelerated development of $POP MART(09992)$ overseas market, its overseas revenue has already matched the company's total revenue in 2019, achieving the goal set by the brand's founder and CEO Wang Ning to "recreate Pop Mart overseas."Bank of America expects Pop Mart's revenue and net profit to grow at an average annual rate of 56% and 84%, respectively, from 2023 to 2026. By 2026, Pop Mart's overseas business revenue is expected to account for 55%, while in the first half of 2024, overseas business will account for only 30%. During this period, Pop Mart expects a significant improvement in profit margins, which could act as a catalyst for stock price growth.Morgan Stanley believes that recent visits to first-tier cities in China show c

$POP MART(09992)$ 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.

$MIXUEGROUP(02097)$ is officially debut on the Hong Kong Stock Exchange on March 3, 2025. It surges 40% on the debut day and even surpasses HKD 300. With over 45,000 stores worldwide, Mixue reported revenues of over 20 billion RMB and a gross profit margin exceeding 30%, demonstrating a stable compound growth rate and efficient supply chain management.Competitive Landscape of Tea Beverage Brands in Southeast AsiaThe tea beverage market in Southeast Asia is highly competitive, with several major players, including Mixue, Chagee, Nayuki, and Heytea, all vying for market share.With over 4,792 stores worldwide (as of September 2024), Mixue has become the largest fresh tea beverage brand in Southeast Asia.Apart from Mixue, another Chinese tea brand, C

$POP MART(09992)$ 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!

@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.