Pop Mart's "pearls precede it," and the "millet economy" has become popular in the market.

"Guazi economy" relies on monetizing IP such as games, animation, etc., with the focus of the industry chain on IP and channels. The more IPs obtained and the larger the distribution channel scale, the stronger the core competitiveness. Institutions predict that the scale of the second-dimensional industry from 2023 to 2029 will increase from 221.9 billion yuan to 590 billion yuan, with a compound growth rate of 18%, accelerating the development of the "Guazi economy".

wallstreetcnNov 26 03:42 ET

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.

cls.cnNov 25 03:35 ET

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.

wallstreetcnNov 21 21:10 ET

After the soaring of pop mart's stock price, founder Wang Ning reduced his shareholding, and executives collectively cashed out 1.5 billion yuan.

①According to estimates, Wang Ning completed the shareholding reduction of approximately 48.085 million shares in this round through various means, with a total amount of 3.461 billion Hong Kong dollars (equivalent to approximately 3.176 billion yuan). ②As of the time of reporting, the stock price of pop mart has fallen by 5.68% from the highest point, with the latest price closing at 71.7 Hong Kong dollars per share, lower than the price at which the shareholders collectively reduced their holdings.

cls.cnOct 30 05:50 ET

UBS raised its target price for the sixth time this year! What makes Pop Mart's performance so good?

Morgan Stanley has raised the target price of Pop Mart to 81 Hong Kong dollars, believing that factors such as the potential of overseas markets like Europe and the United States, the innovative product line, and the recovery of the Chinese market are expected to drive Pop Mart to continue its high-speed growth. Goldman Sachs has raised the target price of Pop Mart to 70 Hong Kong dollars, but due to the current uncertain retail environment and consumer spending power, they hold a conservative attitude towards its profit prospects.

wallstreetcnOct 22 23:55 ET

Gem fell by more than 1%, while the Bei 50 rose by over 1%, with electrical utilities and the military industry leading the gains. Pop Mart in the Hong Kong stock market surged by 18%.

Electrical utilities, oil & gas, and military industry took the lead in terms of increase, while semiconductors, real estate, brokerage, and media were at the forefront in terms of decline.

wallstreetcnOct 22 21:41 ET