$POP MART(09992.HK) There are a lot of positive factors in the second half of the year, including inclusion in the index, U.S. interest rate cuts, Labubu short dramas, new products, as well as Double 11 and Christmas.
However, many people seem to start shorting blindly without even understanding the products they are shorting, which is quite brave.
In fact, the fading popularity of Labubu has long been a consensus among every investor, and this has already been priced in by the market. Several major institutional researchers at the live conference also asked about this issue, and Wang Ning's response was satisfactory to me.
He is more focused on the company's health rather than abusing popularity. Additionally, a decline in popularity does not mean a rapid decline in commercial value. Most importantly, North America is actually the global trendsetter. Gaining recognition in the North American market will allow Pop Mart and Labubu's influence to radiate globally once again.
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