• KohKohKrunchKohKohKrunch
      ·12-15
      $POP MART(09992)$   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
      3882
      Report
    • AcidIceAcidIce
      ·12-11
      $POP MART(09992)$  All these are just fashion in trend socks after a while when people wake up & come to their senses, it would be worthless....
      320Comment
      Report
    • ShyonShyon
      ·12-10
      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
      7922
      Report
    • HengHeng98HengHeng98
      ·12-08
      $POP MART(09992)$  time to dump! mo reason to buy this for now. 
      5311
      Report
    • Macquarie Warrants SingaporeMacquarie Warrants Singapore
      ·12-08

      ⚠Top mover alert: PopMart - tumbles 8.3% as short interest climbs to highest since August 2023

      🚨 $POP MART(09992)$ shares are down as much as 8.2% to HKD 201 as of 1134AM today, leading this morning's newly listed PopMart put warrant $PopMart MB ePW260602(X7NW.SI)$ (https://warrants.com.sg/tools/livematrix/X7NW) to increase 28.9% from its opening price of SGD 0.038 to SGD 0.049 as of 1134AM, while trending PopMart call warrant $PopMart MB eCW260505(ELCW.SI)$ (https://warrants.com.sg/tools/livematrix/ELCW) is down 31.9% to SGD 0.032 💬New comments by analysts about potential weak US sales may have contributed to this morning's sell-off ⏬According to S&P Global data, the short interest in PopMart shares as of Thursday has climbed to 6.3% of free fl
      25.21K1
      Report
      ⚠Top mover alert: PopMart - tumbles 8.3% as short interest climbs to highest since August 2023
    • goblinthekinggoblintheking
      ·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.”
      6811
      Report
    • leishyleishy
      ·12-04
      236Comment
      Report
    • leishyleishy
      ·12-04
      305Comment
      Report
    • FTGRFTGR
      ·11-30
      Dont think so as too much hype.. [Smile]  
      323Comment
      Report
    • WeChatsWeChats
      ·11-29
      $POP MART(09992)$   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: ✔️
      429Comment
      Report
    • AlfanoAlfano
      ·11-29
      $泡泡玛特(09992)$  it is just a trend for a while [得意]  
      410Comment
      Report
    • AlfanoAlfano
      ·11-29
      $泡泡玛特(09992)$  it is just a trend for a while. 
      333Comment
      Report
    • koolgalkoolgal
      ·11-29

      Why Pop Mart's Pullback Could Be The Bold Investor's Moment

      🌟🌟🌟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
      707Comment
      Report
      Why Pop Mart's Pullback Could Be The Bold Investor's Moment
    • zhinglezhingle
      ·11-28
      $POP MART(09992)$   🎨 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
      641Comment
      Report
    • highhandhighhand
      ·11-28
      $POP MART(09992)$   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.
      375Comment
      Report
    • NiofighterNiofighter
      ·11-13
      $POP MART(09992)$   good for trading this week as the trend moving up. Can easily make $2 HK dollars from contra. Intraday trade.
      846Comment
      Report
    • 炸猪排炸猪排
      ·11-12
      $POP MART(09992)$  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.
      1.04KComment
      Report
    • antitiantiti
      ·11-07

      Pop Mart -30% in 2 Months! Consider Buying the Dip at $200?

      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
      2.01K4
      Report
      Pop Mart -30% in 2 Months! Consider Buying the Dip at $200?
    • Binni OngBinni Ong
      ·10-31

      Head and Shoulders Formation Suggests Reversal for Pop Mart Traders

      $POP MART(09992)$ 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
      2.73K3
      Report
      Head and Shoulders Formation Suggests Reversal for Pop Mart Traders
    • Macquarie Warrants SingaporeMacquarie Warrants Singapore
      ·10-30

      Pop Mart – head and shoulders formation suggests reversal for traders

      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
      24.09KComment
      Report
      Pop Mart – head and shoulders formation suggests reversal for traders
    • KohKohKrunchKohKohKrunch
      ·12-15
      $POP MART(09992)$   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
      3882
      Report
    • ShyonShyon
      ·12-10
      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
      7922
      Report
    • WeChatsWeChats
      ·11-29
      $POP MART(09992)$   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: ✔️
      429Comment
      Report
    • koolgalkoolgal
      ·11-29

      Why Pop Mart's Pullback Could Be The Bold Investor's Moment

      🌟🌟🌟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
      707Comment
      Report
      Why Pop Mart's Pullback Could Be The Bold Investor's Moment
    • Macquarie Warrants SingaporeMacquarie Warrants Singapore
      ·12-08

      ⚠Top mover alert: PopMart - tumbles 8.3% as short interest climbs to highest since August 2023

      🚨 $POP MART(09992)$ shares are down as much as 8.2% to HKD 201 as of 1134AM today, leading this morning's newly listed PopMart put warrant $PopMart MB ePW260602(X7NW.SI)$ (https://warrants.com.sg/tools/livematrix/X7NW) to increase 28.9% from its opening price of SGD 0.038 to SGD 0.049 as of 1134AM, while trending PopMart call warrant $PopMart MB eCW260505(ELCW.SI)$ (https://warrants.com.sg/tools/livematrix/ELCW) is down 31.9% to SGD 0.032 💬New comments by analysts about potential weak US sales may have contributed to this morning's sell-off ⏬According to S&P Global data, the short interest in PopMart shares as of Thursday has climbed to 6.3% of free fl
      25.21K1
      Report
      ⚠Top mover alert: PopMart - tumbles 8.3% as short interest climbs to highest since August 2023
    • zhinglezhingle
      ·11-28
      $POP MART(09992)$   🎨 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
      641Comment
      Report
    • AcidIceAcidIce
      ·12-11
      $POP MART(09992)$  All these are just fashion in trend socks after a while when people wake up & come to their senses, it would be worthless....
      320Comment
      Report
    • HengHeng98HengHeng98
      ·12-08
      $POP MART(09992)$  time to dump! mo reason to buy this for now. 
      5311
      Report
    • goblinthekinggoblintheking
      ·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.”
      6811
      Report
    • koolgalkoolgal
      ·10-27

      Is Pop Mart A Buy or Bye?

      🌟🌟🌟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
      1.78K5
      Report
      Is Pop Mart A Buy or Bye?
    • leishyleishy
      ·12-04
      236Comment
      Report
    • leishyleishy
      ·12-04
      305Comment
      Report
    • MaverickWealthBuilderMaverickWealthBuilder
      ·10-17

      Labubu Peak Here? Bernstein Warns: Pop Mart's Bubble is Primed to Pop

      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
      3.06K3
      Report
      Labubu Peak Here? Bernstein Warns: Pop Mart's Bubble is Primed to Pop
    • antitiantiti
      ·11-07

      Pop Mart -30% in 2 Months! Consider Buying the Dip at $200?

      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
      2.01K4
      Report
      Pop Mart -30% in 2 Months! Consider Buying the Dip at $200?
    • Binni OngBinni Ong
      ·10-31

      Head and Shoulders Formation Suggests Reversal for Pop Mart Traders

      $POP MART(09992)$ 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
      2.73K3
      Report
      Head and Shoulders Formation Suggests Reversal for Pop Mart Traders
    • 许智玮许智玮
      ·10-27

      Pop Mart shares dive as Labubu craze cools

      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
      1.71KComment
      Report
      Pop Mart shares dive as Labubu craze cools
    • highhandhighhand
      ·11-28
      $POP MART(09992)$   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.
      375Comment
      Report
    • Macquarie Warrants SingaporeMacquarie Warrants Singapore
      ·10-30

      Pop Mart – head and shoulders formation suggests reversal for traders

      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
      24.09KComment
      Report
      Pop Mart – head and shoulders formation suggests reversal for traders
    • FTGRFTGR
      ·11-30
      Dont think so as too much hype.. [Smile]  
      323Comment
      Report
    • Mickey082024Mickey082024
      ·10-17

      Tim Cook Meets Labubu: Morgan Stanley Lifts Pop Mart Target to HK$320 — Is a Surge to HK$300 Next?

      $Pop Mart International Group Limited(POPMF)$ 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
      1.50K3
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      Tim Cook Meets Labubu: Morgan Stanley Lifts Pop Mart Target to HK$320 — Is a Surge to HK$300 Next?