Abstract: Growth. 1H26 revenue growth slowed sharply vs what is implied from consensus, confirming the reset we expected heading into results. Geography. Overseas revenue growth turned negative for the first time in the current growth cycle. IP sustainability. The flagship IP "The Monsters" declined YoY, partially offset by Twinkle Twinkle.
Pop Mart Intl (9992 HK)
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About Company Research
Fundamental research on individual Asia Pacific companies, including initiations, company meeting takeaways and event-driven notes on catalysts such as primary listing conversions and index inclusion.
