Global IP Collectibles | Asia Pacific November 27, 2025 05:43 PM GMT Riding the Kidult Wave Our analysis corroborates the view that the growing demand for IP collectibles is a sustainable trend, underpinned by consumer psychology amid evolving social and economic dynamics. To capitalize on the theme, we recommend owning leading IP plays: Pop Mart, Sanrio, Hasbro and Damai. M Global IP collectibles have rapidly evolved into a mainstream, US$100bn+ market, outpacing most consumer discretionary categories in g ...

November 27, 2025 05:52 PM GMT Pop Mart | Asia Pacific 2026 Outlook: From Breakout to Enduring Growth; Top Pick | What's Changed | | | | --- | --- | --- | | Pop Mart International Group (9992.HK) | From | To | | Price Target | HK$382.00 | HK$325.00 | After Pop Mart's exponential growth in 2024-25, we expect sustained momentum in 2026, boosted by China and APAC, where the brand enjoys a strong franchise and loyal fans. Strategic marketing, localized crossovers, and store openings in the US position the compa ...