goblintheking
12-04
$POP MART(09992)$  “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 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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