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<Foresight>Brokers Project POP MART 2025 NP to Surge 3x+; Focus on Operational Strategy & Shareholder Return Guidance
Recommend 5 Positive 9 Negative 4 |
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POP MART (09992.HK) is set to announce its 2025 results next Wednesday (25th). Driven by the high popularity of new products in 4Q25 such as Twinkle Twinkle Savor the Moment and a wide range of Halloween and Christmas-themed products, the Company said last month that global product sales volume across of its IPs and categories exceeded 400 million last year. Based on 15 brokers' forecasts as summarized by our reporters, POP MART’s 2025 net profit is expected to range from RMB10.81-14.092 billion, representing a YoY increase of 2.46-3.51x from RMB3.125 billion in the same period last year. The median was RMB13.023 billion, up 3.17x YoY. Investors will focus on the latest operational strategies and guidance of POP MART's management, including plans to expand into overseas markets, the Company’s ability to diversify its IP, drive product innovation and monetize across a wide range of sectors. They will also be monitoring whether its iconic IP products—such as SKULLPANDA, TWINKLE TWINKLE and CRYBABY—will continue to serve as new growth drivers and tools for building evergreen IPs. In recent years, the Company has actively pursued collaboration with celebrities, well-known brands, artists and IPs, including co-branding with blockbuster Netflix series. Coupled with the gradual arrangement of its diversified business format like animated content, theme parks and accessories, the market is also closely watching the Company’s shareholder return guidance. ----------------------------------------------------- Broker│2025 Net Profit Forecast (RMB)│YoY Change JPMorgan│14.092 billion│+351% Jefferies│13.745 billion│+339.8% Goldman Sachs│13.642 billion│+336.5% Citi│13.549 billion│+333.6% CICC│13.122 billion│+320% BOCI│13.107 billion │+319.4% HSBC Global Research│13.053 billion │+318% BofA Securities│13.023 billion │+316.7% CMSI│12.897 billion │+312.7% Morgan Stanley│12.618 billion │+303.8% CLSA│11.65 billion│+272.8% Guotai Haitong Securities│11.617 billion│+271.7% Nomura│11.529 billion│+268.9% UBS│11.035 billion │+253.1% Huatai Securities│10.81 billion │+246% Calculated based on POP MART’s 2024 net profit of RMB3.125 billion AAStocks Financial News Website: www.aastocks.com |
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