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Posted by
Two Blokes Jun 19 -
Filed in
Stock
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4 views
We are bullish on Pop Mart due to its strong IP portfolio, brand loyalty, and ability to thrive amid China's consumption downgrade trend. PMRTY's global expansion, especially in the US and Europe, offers significant upside, with overseas revenue set to double by 2026E. The company's premium valuation is justified by its differentiated IP, robust artist network, and omnichannel distribution strategy driving above-industry growth.
