[Brokerage Focus] Orient gives POP MART (09992) a "Buy" rating, stating it is a leading company in China's new era of trendy toys.

Jinwu Financial News | Orient Securities has released a Research Report indicating that POP MART (09992) has transitioned since its establishment in 2010 from an initial exploration phase and accelerated growth phase to its current diversified development stage. After more than a decade of IP exploration, Operation, and channel construction, the company has become a leading enterprise in China's new era of trendy toys with outstanding comprehensive competitiveness. In 2023, the company's revenue and Net income were 6.301 billion yuan and 1.082 billion yuan, respectively, with compound growth rates of 65% and 61% from 2018 to 2023. From the IP perspective, the artist IP business is currently the company's core Business, as well as the revenue.

Jinwu Financial NewsMar 4 02:25 ET

Hong Kong stock Concept tracking | AI light industry integration under product power performance is worth looking forward to. The toy Industry Chain has taken the lead in realizing revenue manifestation (with related Concept stocks attached).

AI toys are becoming popular, and it is expected that by 2033, the Global AI toy market will reach 60 billion US dollars.

Zhitong FinanceFeb 24 20:44 ET

Guosen: Remain Bullish on AI applications and highly prosperous IPs, paying attention to reversal opportunities in the gaming, film, and advertising Sectors.

DeepSeek will open source five major code libraries.

Zhitong FinanceFeb 24 06:37 ET

Major ratings | Citigroup: Raises POP MART's Target Price to 120 HKD and raises earnings forecasts for 2024 to 2026.

Citibank released a report stating that POP MART has demonstrated strong capabilities in operating IP and overseas expansion, and will continue to support the company's steady growth momentum this year. It is expected that the trend of Labubu as a top IP will continue throughout the year, and other iconic IPs (such as Molly, SKULLPANDA, Crybaby, Dimoo, Hirono) will also continue to grow, as the company extends the life cycle of the IP through category expansion and the introduction of new products. Citibank further noted that POP MART's collaboration with "Ne Zha 2" and the successful launch of licensed products may also provide upswing potential for the company.

Gelonghui FinanceFeb 24 00:33 ET

【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.

Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...

Jinwu Financial NewsFeb 19 20:04 ET

The "Legoization" -- POP MART's "bigger" narrative.

POP MART employs methods identical to LEGO in creating trendy IP toys: by incubating and managing IP through internal design and external licensing, while collaborating with globally renowned IPs to develop themed products, successfully attracting a global fanbase. Inspired by LEGO, HSBC expects that from 2024 to 2026, POP MART's revenue compound annual growth rate will be 30%, with 70% of the growth coming from overseas markets.

wallstreetcnFeb 16 19:48 ET