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Why is the "millet economy" exploding in the A-shares market? Pop Mart samples, and the intersection of two-dimensional culture and AI.
①In the two-dimensional culture, valley refers to peripheral commodities such as animation, games, etc., and valley economy is a form of consumer economy mainly targeting young people; ②The most core link of the industry chain is undoubtedly IP development operation, and the popularity of IP directly affects the sales of peripheral products.
Jefferies Adjusts Pop Mart International Group's Price Target to HK$97.20 From HK$80.50, Keeps at Buy
Pop Mart International Set to Benefit From Growing Brand Popularity -- Market Talk
[Brokerage Focus] Guoyuan International raised the target price of Pop Mart (09992) to 108 Hong Kong dollars. The revenue growth of the Monsters series exceeded expectations.
Kingwo Financial News | According to the research report from浦银国际, in the past two months, the popularity of the pop mart Monsters series IP has rapidly surged, leading to a much higher level of topics and discussions among consumers than the bank's expectations. This is largely attributed to the star effect and the fast dissemination of Labubu on social media. The revenue from the Monsters series saw a significant year-on-year increase of 292% in the first half of 2024, with revenue share rising to 13.7%, ranking second among all IPs. Based on the continuous rise in popularity recently, the bank expects the growth rate of Monsters in the second half of the year to far exceed that of the first half.
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.
Pop Mart has risen nearly 5% and continues to reach a new three-year high. Institutions say it is building a second growth curve by going overseas.
1. How is Pop Mart's performance in the third quarter? 2. How do institutions evaluate Pop Mart's overseas expansion?
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xiaofenxiao : ya,i think they aim 100
Chicken gamer OP xiaofenxiao : nice