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【Brokerage Focus】Founder Securities maintains a "Recommended" rating for POP MART (09992), stating that its operational efficiency improvement is expected to optimize the expense ratio.
Jinwu Financial News | Founder Securities Research pointed out that in Q1 2025, POP MART (09992) overall revenue is expected to increase by 165%~170% year-on-year, of which: revenue in the Chinese market is expected to increase by 95%~100% year-on-year, offline channels by 85%~90% year-on-year, and online channels by 140%~145% year-on-year; revenue in overseas markets is expected to increase by 475%~480% year-on-year, in the Asia-Pacific region by 345%~350% year-on-year, in the Americas by 895%~900% year-on-year, and in Europe by 600%~605% year-on-year. The bank stated that in 2024, the company's revenue in Southeast Asia and North America is expected to increase by 619% and 55% year-on-year respectively.
HAITONG INT'L: Raised the Target Price of POP MART (09992) to HKD 198.1, maintaining an "Outperform" rating.
The bank believes that based on the brand effect of POP MART, high gross margin, and some outsourcing of the supply chain, the impact of tariffs is more controllable compared to other Consumer brands.
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Nomura Adjusts Pop Mart International Group's Price Target to HK$204 From HK$163, Keeps at Buy
[Brokerage Focus] SWHY maintains a "Buy" rating on POP MART (09992), as the key to high growth overseas lies in the female-oriented trendy toy blue ocean market.
Jinwu Financial News | SWHY released a research report, stating that POP MART (09992) is expected to see a year-on-year revenue surge of 165%~170% in the first quarter of 2025, with revenue from the mainland China market increasing by 95%~100% and overseas market revenue growing by 475%~480%. Notably, the Americas, Europe, and Asia-Pacific regions recorded year-on-year growth rates of 895%~900%, 600%~605%, and 345%~350%, respectively. Revenue from domestic offline channels saw a year-on-year increase of 85%~90%, while online channel growth reached 140%~145%. The bank indicates that in the overseas market, it believes that POP MART is achieving high growth.
【Brokerage Focus】Soochow maintains a "Buy" rating on POP MART (09992), Bullish on the high-quality IP driving the company's rapid growth in all-channel revenue.
Kingwoo Financial News | Soochow Securities Research pointed out that POP MART (09992) is expected to have an overall revenue (unaudited) growth of 165%-170% year-on-year in Q1 2025, with revenue from China growing by 95%-100% year-on-year and overseas revenue increasing by 475%-480% year-on-year. The company's performance exceeded previous guidance and market expectations. The bank indicated that under the low base scenario in Q1 2024, the potential of top IPs like Labubu will continue in Q1 2025, while new products such as the Nezha series figurines from "Nezha: The Devil's Child" and Zsiga's series of figurines will sell well.
心誠則靈 : Some people want to take profits now, let's quietly wait for next week's 200+.
心誠則靈 : I entered at 76, and now I continue to hold.
Johnny Climber : Look, even though the stock price is falling, the Turnover Ratio is very low. This indicates that it is not the Block Orders selling off, but rather the Block Orders creating a drop to make retail investors panic and Sell. What does this mean? It suggests that there will be a significant rise next week. The release of new products will definitely lead to an increase, but the Block Orders have operational techniques.