Pop Mart International - Valuation Using Peter Lynch's PEGY Ratio
WE EXPECT A HIGHER PROBABILITY OF POP MART'S VALUATION DECLINING BY 50% TO ABOUT US$25 BILLION, RATHER THAN INCREASING BY 50% TO $75 BILLION FROM...
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Pop Mart (9992 HK): On IP Choice, But Not Blind Boxes, Waiting for Lower Price
We believe Pop Mart’s advantage is its ability of choosing IPs. We expect Pop Mart’s revenue will grow by 69% in 2025. However, the stock is fairly...
651 Views
Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
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Curator's Cut: The Next Labubu, Crypto Equities & Tracking APAC Buybacks
In this cut, we look at an Asian plush toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the...
781 Views
A 100% Tariffs on Films Produced Outside the U.S. - Negative on Korean Film Production Companies
Top three listed film/drama production companies in Korea including Studio Dragon, CJ ENM, and ContentreeJoongAng are likely to be negatively...
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