On August 20, 2025, the market capitalization exceeded 400 billion! Why has Pop Mart's performance garnered the favor of investors?

$POP MART(09992.HK)$ After today's results, the share price rallied again, breaking through the $300 mark on the plate and setting a new all-time high of $318.4. The Company's Total Market Cap reached the level of 400 billion USD, the most active share to date. The success was mainly due to a series of hot flaming IPs, not only the world-famous Monsters series Labubu, the strong performances of Skullpanda and Crybaby, which were highlighted last year, and the three Dimoo series brands exceeded 1 billion in sales in the first half of the year. The following are the sales volumes raised in the results:

Stimulating share price rally In addition to the above data showing strong IP sales performance, but more importantly, the results of the past year have shown investors a high level of transparency. The data fully reflects the level of market enthusiasm for different IPs. The following is a reflection of the year-on-year and half-yearly growth of the different IPs (year-on-year and half-year) when the HKEX announced the consolidation of its first half 2025 and 2024 full-year results:

Judging by the careful changes in the data, the Monsters series is indeed the main contributor to the company's revenue growth, even though the base has expanded significantly in the second half of 2024, but it is still up 99.4% compared to the half-year. In addition to the well-known Labubu, the earlier CRYBABY and Skullpanda have also maintained a high growth momentum under the influence of a high base effect. DIMOO, HACIPUPU, HIRONO, and some of the emerging brands have also grown rapidly, and even the stars that followed later, account for 2.8% of the total revenue. The success of different series of IPs is the core reason for further upside in the share price.

In fact, the share price of many well-known IP brands around the world is strong, which is the main reason for the stock market rebound in equity related Concepts, including $Sanrio(8136.JP)$ , or the Gaming Industry $Nintendo(7974.JP)$ $BANDAI NAMCO Holdings(7832.JP)$ 。

Finally, it is important to note that the popularity of Pop Mart's products today is global, and the company maintains a viable growth space in different markets. Increasing brand recognition around the world and rising to sea level is another of the key reasons for strengthening market confidence.

Highlights of the post-results conference call:

In addition to strong results, the conference's remarks were also the main reason for the share price rally.

When asked about performance guidelines, Pop Mart CEO and Part-time CEO King Ning said that the company had achieved 50% growth in the early part of this year (operating revenue is 10 billion, it is expected to reach 20 billion this year, it is now visible today, 30 billion will be easy, and at the same time, at the same time Indicators for greater attention to health

Management also expects that the company's net profit margin will continue to rise in the second half of the year, with a net profit margin of around 35% this year.

This is the core reason for the share price surge, the market's sales and profit performance for the next six months are on track. If the above holiday comes to fruition, the company will reach a net profit margin of RMB30 billion for the whole year at 35%, and an estimated full-year profit will reach RMB10.5 billion. A market cap of around $423 billion has been recorded, with a projected market PE of around 37p for 2025. From now on, hot IP sentiment and sales growth will only get longer under high base efficiency, and error-free two-digit growth is possible. Looking at the angle of the PEG, the values at least before the target are measured and there is room for elevation.

Labubu's Monsters series companies generate revenue of 34.7%, which is, by far, the most important, but it is attributed to a healthy balance. In fact, the globally known IPs mentioned above are similar in size, such as Sanrio's hello kitty, $Disney(DIS.US)$ The Princes or Star Wars series, Millennial Highlander or Sea King, or Super Mario from Nintendo.

The company will launch more products, such as Mini Labubu. Taking into account the company's current cash flow of RMB11.9 billion (YoY 95%), strong sales and Operations cash flow, the company has no problems with increasing production challenges.

The phone will resolve many analysts' concerns and concerns, which is another reason for the stock price surge.

Latest Stock Price Trends & Judgments

At the angle of technical analysis, the trend has started since August, and these are the stocks that are the main trendsetters in the news market ( $LAOPU GOLD(06181.HK)$ 、 $MIXUE GROUP(02097.HK)$ und $MAO GEPING(01318.HK)$ Today, there is a sign of the most technologically intensive. Sectors recovered strongly today, supported by the performance of Pop Mart and Laopu Gold. Short term is the target of money tracking.

As for Pop Mart's momentum, short-term Incorporates stay above $300, while the Provisional Lifeline Trade is expected to be comparable, and valuable advice continues. There are no problems with the ability to buy a fundamental view of personal risk insurance, and there are no problems with the ability to calculate the good risk insurance after determining the position.

In addition to the short-term results, the market is also focused on Friday's Hang Seng quarterly results, which saw the company's share price rise more than 70% in the second quarter, dyed blue (included $Hang Seng Index(800000.HK)$ ) Opportunities increase again, and both active and passive funds can be the impetus for a rise in stock prices.

Finally, for short-sighted investors, it may be noted that Pop Mart currently has no shortage of living tools on the market, including stock certificates and bull certificates. The stock price gains after the performance and the no less viable purchase certificates extend the momentum to 70~80% or higher. If the fruit is currently considering shorting, it is possible to ignore the risks associated with the balance, the risk of losing weight, and the return of the price.