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Major Bank Ratings | Goldman Sachs: Raised the Target Price for POP MART to 132 HKD and increased the earnings forecast for 2025 to 2027.
Goldman Sachs published a research report stating that due to the high visibility of POP MART's growth prospects, it has raised the earnings forecasts for 2025 to 2027 by 10% to 15%. Expected income and adjusted net income are anticipated to grow by 59% and 73% respectively this year, with the target price increased from 115 Hong Kong dollars to 132 Hong Kong dollars, maintaining a 'Neutral' rating.
[Brokerage Focus] BOCOM INTL maintains a Buy rating on POP MART (09992), stating that its performance in 2024 exceeds expectations.
Jinwu Finance | BOCOM INTL's Research Reports indicate that in 2024, POP MART (09992) will see a year-on-year revenue increase of 106.9%. The gross margin will rise to 66.8% (2023: 61.3%). The net income margin will be 25.4% (2023: 17.3%). The dividend payout ratio will remain at 35%, consistent with 2023. In terms of performance in domestic and foreign markets, the Chinese market (accounting for 61.1% of revenue) has increased by 52.3% year-on-year. Among them, offline channel revenue grew by 41%, with retail stores (up 44% year-on-year) and Siasun Robot&Automation stores (up 26% year-on-year) both continuing to experience rapid growth; online channels increased by 7% year-on-year.
Pop Mart International Group Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Capital movements | Northbound funds increased their holdings in Alibaba by nearly 1 billion Hong Kong dollars, while selling Xiaomi for more than 1.8 billion Hong Kong dollars for three consecutive days.
Track the latest trends of southward capital.
[Brokerage Focus] CITIC SEC: Global markets are intertwined with bullish and bearish trends, leading to diversified performance among various Assets. Recommended to pay attention to PETROCHINA (00857) and CNOOC (00883).
Golden News | CITIC SEC released a Research Report indicating that the Global economy and financial markets are in a state of mixed trends under complex circumstances, with diverse performances across various Assets. In terms of macroeconomic data, China's large-scale industrial enterprises achieved total profits of 910.99 billion yuan in January-February 2025, a year-on-year decrease of 0.3%, while revenue reached 20.09 trillion yuan, an increase of 2.8% year-on-year. The decline in profit margins in the upstream mining industry may be related to the drop in Coal prices, with profit patterns tilting towards the mid and downstream sectors. The annualized growth rate of USA's GDP for the fourth quarter of 2024 has been revised upward.
Macquarie: Maintains the "Outperform" rating for POP MART (09992) and raises the Target Price to 223 Hong Kong dollars.
Macquarie raised the Net income forecast for POP MART by 38% and 46% for 2025 and 2026.
102270859 OP : if they show another 100% eps and rev growth, this stock coudl easily triple in 12 to 18 months time.