To The Moon

$POP MART(09992)$   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

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

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

$POP MART(09992)$  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

$POP MART(09992)$  :)

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

$POP MART(09992)$   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: ✔️

$泡泡玛特(09992)$  it is just a trend for a while [得意]  

$泡泡玛特(09992)$  it is just a trend for a while. 

🌟🌟🌟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

$POP MART(09992)$   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.

$POP MART(09992)$   good for trading this week as the trend moving up. Can easily make $2 HK dollars from contra. Intraday trade.

$POP MART(09992)$  The short-term MA are below the long term MA, confirming a bearish trend. MACD is still negative, but histogram shows a slowing bearish momentum.  Some days suggest strong institutional trading activity with frequent short bursts of buying and participation remains evaluated with volume. Morgan Stanley maintains a target price of HKD 382 for the company, with an  Overweight rating. Will price rebound if 200 – 210 continiues to hold positivity? Worth the try.

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

$POP MART(09992)$ is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an extended uptrend. Support: Price is currently near HK$230, a key support level that has held over recent sessions. Resistance: The immediate resistance lies around HK$252, where previous rebounds have met selling pressure. Moving averages: Shorter-term EMAs have started to slope downward, indicating slowing upside momentum. Implication of the Head and Shoulder Pattern A decisive close below HK$230 would confirm the

After rallying 290% this year to a new record high of HKD 335.40 on 26 August, $POP MART(09992)$ shares have pulled back 32.1% to its closing level of HKD 227.60 on Tues 28 October. Does this spell the end of Pop Mart’s incredible share price run this year? Or is it trading near a short-term support level? SGX Academy Trainer Binni Ong offers her view: *This post is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Pop Mart is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an exte

$POP MART(09992)$  I'm quite confident that the PM will continue soar in the market ! Stay tune 

$POP MART(09992)$   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: ✔️

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

$POP MART(09992)$   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

🌟🌟🌟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 $POP MART(09992)$  $POP MART HK SDR 20to1(HPPD.SI)$ 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

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

Shares of Chinese toymaker Pop Mart $POP MART(09992)$ fell sharply on Thursday 23 October, tumbling 9% in their worst single-day drop since April and extending a monthslong decline that has erased much of the company’s summer gains. The stock has now fallen around 30% since late August, even as it remains up 159% for the year. The selloff follows concerns that demand for Pop Mart’s best-known collectibles—particularly its Labubu dolls—may be losing momentum after months of frenzied buying and record resale prices. Revenue triples but market cools Pop Mart, famous for its Labubu dolls, elf-like monster figurines sold in blind-box packaging, reported on Tuesday that third-quarter revenue more than tripled year over year, driven primarily by a surge

After rallying 290% this year to a new record high of HKD 335.40 on 26 August, $POP MART(09992)$ shares have pulled back 32.1% to its closing level of HKD 227.60 on Tues 28 October. Does this spell the end of Pop Mart’s incredible share price run this year? Or is it trading near a short-term support level? SGX Academy Trainer Binni Ong offers her view: *This post is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Pop Mart is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an exte

$POP MART(09992)$ is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an extended uptrend. Support: Price is currently near HK$230, a key support level that has held over recent sessions. Resistance: The immediate resistance lies around HK$252, where previous rebounds have met selling pressure. Moving averages: Shorter-term EMAs have started to slope downward, indicating slowing upside momentum. Implication of the Head and Shoulder Pattern A decisive close below HK$230 would confirm the

$Pop Mart International Group Limited(POPMF)$ When Apple CEO Tim Cook visits a toy exhibition before a product launch, markets take notice. During his trip to Shanghai, Cook made an unexpected yet symbolic appearance at THE MONSTERS 10th Anniversary Exhibition, celebrating Pop Mart’s flagship character, LABUBU. There, he was greeted by Pop Mart founder Wang Ning and LABUBU creator Kasing Lung, who presented him with a custom Labubu figurine — one clutching an iPhone. The meeting wasn’t merely ceremonial; it was a cultural signal that Pop Mart’s global influence in art toys has transcended collector circles and entered mainstream consumer consciousness. As if on cue, Morgan Stanley upgraded Pop Mart’s price target to HK$320, sparking renewed optim

TMTPOST -- Apple Inc. CEO Tim Cook is visiting China as his company is gearing up launch of the thinnest and lightest iPhone ever made in the world’s largest smartphone market. Credit：Apple Cook on Monday surprisingly appeared during an Apple Store livestream on Douyin, announcing iPhone Air would be available in mainland China on October 22, and pre-orders start this Friday, October 17. That was Cook’s debut livestream on the TikTok’s Chinese sister platform since Apple’s flagship store on-boarded Douyin Mall in August. Cook also posted the rollout date of iPhone Air on China’s social me

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

$Pop Mart International Group Limited(POPMF)$ Pop Mart just crushed expectations with Q3 revenue exploding 245% to 250% year-over-year, fueled by massive overseas expansion and solid domestic gains. Yet the stock's on a brutal five-day skid, shedding over 10% in the latest session alone, as traders fret over whether this growth spurt is already baked into the price. Overseas sales skyrocketed 365% to 370%, outpacing China's 185% to 190% surge, highlighting the company's killer pivot to global markets like the US where demand for hits like Labubu dolls is off the charts. Despite the pullback, analysts are pounding the table with an average price target around HK$360, some even eyeing HK$450 highs, signaling plenty of upside from current levels nea

$POP MART(09992)$  “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.”

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

$POP MART(09992)$  I’ve been watching Pop Mart (HK: 9992) closely lately, and I’m more convinced than ever this is one of the best long-term plays out there — here’s why I’m bullish and why now is the time to buy and hold. 🎯 A special LABUBU, and what it might mean Something really interesting just happened: Pop Mart created a custom LABUBU figurine specifically for the Apple CEO, holding a mini LABUBU in hand. That’s not just a cute gift — symbolically, it signals that Pop Mart wants Apple to notice. To me, that’s a possible opening gambit. If Pop Mart can secure even a modest form of collaboration with Apple — joint limited editions, device tie-ins, or collector bundles — the upside could be explosive. The Ap

$POP MART(09992)$   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.

$POP MART(09992)$  lol