PIE Invesco Dwa Emerging Markets Momentum Etf
- 19.285
- -0.085-0.44%
Plush keychains are on par with figurines! Damo discusses POP MART: "showing off" is a bigger market than "collecting."
Analysts believe that plush keychains are the key catalyst driving the demand growth for POP MART. Plush accessories are easier to spread and endow the Blind Box products with "fashion practicality," expected to make the sales ratio of plush toys on par with traditional figurines, helping POP MART attract more new customers and expand its potential market (TAM).
Which company is the strongest in China's new consumer market? Citibank strongly recommends POP MART and MINISO, as the IP derivative product market is about to explode!
Citigroup stated that in 2022, retail sales of IP derivatives in China reached 71.5 billion yuan, and it is expected to exceed 100 billion yuan by 2027, with a compound annual growth rate of over 20%. POP MART and MINISO will stand out in the competitive market due to their IP incubation and commercialization capabilities.
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.
The more successful Nezha becomes, the more POP MART benefits; Morgan Stanley: the IP flywheel has already started rolling!
"Nezha 2" and POP MART's co-branded series of Blind Boxes and plush toys have achieved great success. Morgan Stanley believes that the IP-product flywheel effect and the Global expansion strategy will make POP MART one of the preferred partners among major Global IP owners.
POP MART's ambitions go beyond trendy toys.
Looking for the second growth curve.
On Trump's "first day," Emerging Markets faced difficulties, setting several records.
The opening price of the MSCI Emerging Markets Index based on expected PE is 46% lower than the S&P 500 Index, marking the largest gap since Obama's first inauguration in 2009; the average yield of local currency bonds in Emerging Markets is also lower than the yield of USA Treasuries. Analysis indicates that due to USA policy actions, a strong dollar, and high USA interest rates, Emerging Markets stocks are underweighted by investors.
Labubu's price has dropped, and POP MART is plunging! Morgan Stanley: market concerns are excessive.
Morgan Stanley believes that the decline in resale prices is driven by an increase in supply rather than a decrease in demand. The company's recent restocking strategy may drive sales growth in the fourth quarter of 2024 (4Q24) and the first half of 2025 (1H25), while reducing resale activities, thereby improving the Consumer experience.
Invesco DWA Emerging Markets Momentum ETF Declares Quarterly Distribution of $0.0369
usa's Pop Mart? Build-A-Bear, which has risen by 1388% in five years.
Behind the surge in stock prices is Build-A-Bear's shift in market positioning, turning its focus from children to the more consumer-potential adult market. Currently, about 40% of the company's customers are teenagers and adults, and this increase directly drives the company's performance growth.
After conducting on-site investigations at pop mart in Thailand, the conclusion from UBS Group is: not only relying on Lisa and Labubu.
UBS Group believes that the upward cycle of Pop Mart may continue for several years, with overseas expansion becoming its second largest revenue growth engine. Thanks to the local marketing team, the company continues to "circle fans" in social media through innovative activities and exhibitions. In addition to the Labubu character, other characters such as Molly and Crybaby are also very popular, demonstrating the brand's potential in Southeast Asian countries.
0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline
① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.
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".
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.
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.
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.
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.
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.
Great success in going global! Pop Mart's Q3 revenue doubled year-on-year, with overseas business revenue quadrupling! | Financial report insights
In the third quarter, pop mart's e-commerce platform revenue increased by 135%-140% year-on-year, offline retail store revenue increased by 30%-35% year-on-year, and siasun robot&automation store revenue increased by 20%-25% year-on-year. Pop mart previously stated that they have already achieved "creating another pop mart overseas".
Earned 4.56 billion yuan in six months. Wang Ning: No price war, achieving 'creating another Pop Mart overseas' ahead of schedule.
①In the first half of this year, there are 7 IPs including Molly, Skullpanda, Dimoo, and The Monsters that have achieved revenues exceeding 100 million yuan. ②Overseas business has been the core business of Pop Mart in recent years, and overseas e-commerce is one of the important channels. ③It is expected that the revenue from the overseas market in the fourth quarter will exceed 40%, and if it performs well in the Christmas month, the proportion is expected to exceed 50%.
The secret to pop mart's 'counter-trend rise': successful theme park and continued popularity overseas.
Morgan Stanley stated that the key to Pop Mart's growth in the Chinese market lies in its attractive products, while its strong expansion in overseas markets is mainly due to the high productivity of its offline stores. It is expected that its sales in the first half of the year will increase by 58% year-on-year, and its adjusted net income will increase by 78% year-on-year. The net income for the whole year is expected to increase significantly by 102% year-on-year.