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BeiGene Analyst Ratings
"LABUBU 3.0" is very popular in the USA. What does it mean for POP MART?
Morgan Stanley pointed out that POP MART's plush products have become the company's most important growth catalyst due to their "fashion practicality." With the company's rapid expansion in the USA and Southeast Asia, sales are expected to double in 2024 and increase by another 47% in 2025.
More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk
The pattern of the Chinese smartphone market changed in the first quarter: Xiaomi topped the chart for the first time in ten years, while Apple's market share declined.
① The Analyst believes that the main reasons for Xiaomi's rise to the top are the optimization of its channel system and the national subsidy policy for purchasing devices. ② The overall market fundamentals remain relatively weak, and the shipment volume has not yet recovered to the level of the same period before the pandemic.
POP MART is making waves again! The app has topped the charts for two consecutive days, with long lines overseas, and the stock price has surged by 10%.
On April 24, the popular IP LABUBU under POP MART released its latest series, and the following day, the official APP topped the USA App Store shopping list. POP MART stated that it sees the potential for LABUBU to become a "global super IP" and aims to promote LABUBU to become the "future Mickey Mouse or Pikachu."
Morgan Stanley's latest viewpoint! Will the Hong Kong stock market perform better than the A-share market?
If tariffs are reduced, the offshore market may outperform the onshore market, benefiting the Internet/Technology, Consumer (relief from deflation), and Medical (easing of China-US relations) sectors.
