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...
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JAKK: 3Q Preview: Feeling the Pain While Derisking Business Model; Reit Buy, PT
We are reiterating our Buy rating, $30 price target and projections for JAKKS Pacific with the company announcing 3Q25 (September) results after...
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TOP TOY IPO: From China To The World — Rapid Growth and Solid Profitability Under MINISO Group
​China's TOP TOY set to go public in Hong Kong, challenging Pop Mart with impressive growth in the "blind box" segment and designer toy market.
718 Views
Pop Mart (9992 HK): New Options Listing Poised for a Volatile Start
​Pop Mart debuts monthly options on HKEX, with insights on implied volatility expected to open at a premium amid elevated market uncertainty.
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JAKK: Mgmt. Meetings; Living in a Low Risk World; Lowering PT, Reiterate Buy
We are reiterating our Buy rating, but lowering our projections for 2025 and 2026 and reducing our JAKK price target to $30 (from $40), or 9.8X...
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