JAKK: 3Q Review: Taking Safer Route in an Unsure World; Reiterate Buy, $30 PT
We are reiterating our Buy rating and $30 price target for JAKKS Pacific after the company reported 3Q25 (September) results even worse than our...
522 Views
52TOYS Development IPO Preview: A “Must Own” Stock, Big Push In Overseas Markets Looks Promising
​Beijing-based 52TOYS Development filed to go public in Hong Kong. I like the toymaker's diversified IP product portfolio, scalable business model...
611 Views
BBW: Snapping the Store: Halloween Strong; Early Pivot to Xmas; Reit. Buy, PT
We are reiterating our Buy rating, projections and $75 price target for Build-A-Bear Workshop after visiting stores in Long Island and...
485 Views
Pop Mart International: Increasing Concerns About Resale Price Declines
Pop Mart (9992 HK)'s share price is down 33% from its peak levels in late August 2025. Going forward, we expect further downside risk on Pop Mart.
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Bloks Group (0325.HK): Stock Premium Is Not Justified, Growth Has Slowed, ~30% Downside
​Bloks Group shares significantly underperformed over the last four months as IPO lockup expired and growth slowed in 2025. However, the stock...
594 Views