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[Brokerage Focus] FIRST SHANGHAI gives POP MART (09992) a Buy rating, indicating that the company's brand value is expected to achieve leapfrog growth.
Jinwu Financial News | FIRST SHANGHAI released a Research Report stating that POP MART (09992) announced its latest Business status for the first quarter, with a revenue increase of 165%-170% year-on-year for Q1 2025, exceeding market expectations, among which China increased by 95%-100% year-on-year, and overseas increased by 475%-480%. The report indicated that, in China, by channel, revenue from offline channels increased by 85%-90% year-on-year for Q1 2025; revenue from online channels increased by 140%-145% year-on-year. In terms of overseas regions, for Q1 2025, the Asia-Pacific market increased by 345%-350% year-on-year; the Americas increased by 895%-900%.
At the moment when the stock price hits a new high, a Shareholder sold 0.1 billion dollars worth of POP MART.
According to media reports on Wednesday, an unnamed major Shareholder of POP MART sold approximately 4.1 million Shares through Trade at a price of HKD 192.95 per share, which is about 2.5% lower than Tuesday's closing price, cashing out USD 0.101 billion. This news sparked concerns, and POP MART fell by 3% at one point today.
Statistics on Capital Trend of Stock Connect (T+2) | April 30th
Capital Trend of Hong Kong Stock Connect | April 30
Market Chatter: Pop Mart App Tops Apple's US App Store Shopping Category on Friday on Surge of Labubu Dolls
POP MART opens its first store in Cambridge, United Kingdom, continuing to establish itself in overseas iconic landmarks.
Sina Technology News, on the afternoon of April 29, reports that the first POP MART store in Cambridge, United Kingdom, officially opened on April 26. The store is located in a prime spot in the city center of Cambridge, making it another landmark store for POP MART in the United Kingdom following the Oxford Street store in London and the Manchester store. It is noted that the Cambridge themed store specially incorporates style elements from the Cambridge University library, primarily featuring a brick and wood structure, interweaving modular brick and wood structures with geometric patterns on the floor grid, blending seamlessly with the city's character, creating a rigorous yet lively shopping atmosphere for consumers. At the opening, many foreign consumers specially traveled to visit and shop.
The new consumer forces in the Hong Kong stock market are rising, POP MART has surged 19 times, reconstructing the valuation logic of the Industry.
① What consumer-related stimulus policies have been introduced in the market recently? ② How did POP MART perform in the first quarter of this year?
jvls : nah at least 300