Chinese Pop Mart Slide toys despite a strong profit forecast

On August 16, 2022 in Shanghai, China, Shanghai, China, Shanghai, Shanghai, Shanghai, Shanghai.

VCG | Visual China Group | Gets the image

Stock in Pop Mart International On Wednesday, on Wednesday, he scored more than 6% after the toy issued the bull’s earnings in the first half.

A company that is outdated in Beijing is behind the world’s enthusiasm around Labub, a dental, pointed eared monster similar to a monster. The timer sells its dolls in the blind box to buyers who do not know what character is inside until they open it, prices are approximately 59 yuan to 5999 yuan.

In A supply For the Hong Kong Stock Exchange on Tuesday, POP Mart said she expected at least 350% profit and at least 200% profit for the first six months 2025 for the same period last year.

A negative stock reaction may be a reflection of the conservative prospects of investors for POP Mart sales, Jeff Zhang said on Wednesday, Morningstar stock analyst.

“Despite the growth of stellar profits in H1, it may have reached the maximum and probably see a slowdown starting with H2,” he added, saying it could push many investors.

Zhang suggested that POP Mart’s shares were “inflated” because the high level of uncertainty due to the popularity of the basic intellectual properties was not fully evaluated.

In the application Tuesday, the company linked its reliable profits to the greater global recognition of its brand and intellectual properties – referring to toys, such as Labubu, Molly and Crybaby – and a diversified portfolio of products, as well as increasing part of foreign sales.

It also took advantage of a significant increase in profits due to the economy from scale, cost optimization and tighter costs, the company said.

The size of the human lobby is reflected before the auction in Beijing, China, June 6, 2025. Later, the statuette was sold for 1.08 million yuan at the Yongle International International Auctions.

Tingshu Wang | Reuters

This year, the “Escape” shares that escape the “Escape of Success” Labuba-Figurka was blind this year. Despite the last Wednesday, stock prices almost three times today, trading at $ 247 ($ 31.5) at 11:43 pm.

Stock has been injured Short failure last month After the editorial office of the Chinese state media, the enterprises were drawn to young children to excessively spend on “blind cards” and “mysterious boxes”, the main one in calling the pop.

Investors in many ways abandoned fear of regulatory repression On pop -Mart, who is considered General Zers and Millennials, not young children as the main demographic consumer.

Long -term growth

But despite the last request in the stock prices, many investment banks have been holding their bull calls for POP Mart to remain one of the hottest consumer brands in China this year.

In the first quarter of this year’s profits toys grew by 170% A year earlier, which was reached nearly 480% in foreign markets and about 100% of the home revenue.

The last profit forecast was “a slightly above high expectation of capital,” Nomura Bank analysts said on Tuesday’s note, emphasizing “continuing sales growth.”

The investment bank has raised the $ 330 Hong Kong $ 291 Hong Kong Pop Mart, keeping shares as a “preferred choice in the Chinese consumer space”.

Schedule iconSchedule icon

Hide the content

Pop Mart International

The popularity of pop -Marta was a great contrast with a broader economic downturn in China, which forced consumers to become more economical and scale costs. Labuba size was sold for $ 150,000 at a auction in Beijing last month.

“When optimism is about long-term financial prospects, people go from investments to the future, (buying) houses, cars, to search for instant emotional awards,” said Avie Jan, founder Wevlet-Strategia, in New York.

“Each collector (IS), which predicts its own mood or a toy story. That is why pop is different from Sanrio or Miniso,” Ian added, referring to the Japanese toy for Hello Kitty and Chinese retailers for consumer goods such as cosmetics, stationery.

Source link