Daily Investment Strategy
Daily focus：Pop Mart (9992)
The company's revenue is projected to surge 245-250% in the third quarter of 2025, with explosive growth in both China and overseas markets, leading to a significant improvement in profitability. The company continues to advance IP innovation and content marketing, with blockbuster IPs such as LABUBU selling globally and strengthening its appeal to young consumers. Despite facing industry competition and challenges in international expansion, Pop Mart has steadily consolidated its leadership position through efficient IP operations and a flexible channel strategy. It is expected to maintain its rapid growth momentum and is a key beneficiary of the trend of consumer upgrades and spiritual needs.
National Economic Council director says government shutdown is likely to end this week
Markets are seeing the potential progress toward ending the US government shutdown. Kevin Hassett, director of the US National Economic Council, stated on Monday afternoon that the shutdown, now the third-longest in US history, "could end sometime this week," and that if no agreement is reached this week, the White House is prepared to take stronger measures to decisively end the impasse. Furthermore, US stocks are entering earnings season, which is expected to increase volatility among individual stocks.
The Hong Kong Stock Connect recorded a net inflow of HK$1.17 billion on Tuesday, with Pop Mart (9992) receiving the largest net inflow of HK$1.12 billion, followed by Xiaomi (1810). Meanwhile, Tracker Fund of Hong Kong (2800) saw the largest net outflow of HK$1.1 billion, followed by Alibaba (9988).
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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