View ValuationPop Mart International Group 향후 성장Future 기준 점검 3/6Pop Mart International Group (는) 각각 연간 11.8% 및 12.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 35.4% 로 예상됩니다.핵심 정보11.8%이익 성장률11.94%EPS 성장률Specialty Retail 이익 성장30.0%매출 성장률12.5%향후 자기자본이익률35.41%애널리스트 커버리지Good마지막 업데이트15 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €19.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total returns to shareholders of 863% over the past three years.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Mar 25+ 1 more updatePop Mart International Group Limited Recommends Final Dividend for the Year Ended 31 December 2025, Payable on May 28, 2026Pop Mart International Group Limited recommended the payment of a final dividend of RMB2.3817 per issued ordinary share of the Company for the year ended 31 December 2025. Ex-dividend date 15 May 2026, Record date 22 May 2026 and Payment date 28 May 2026. Date of shareholders' approval 13 May 2026.공시 • Mar 05Pop Mart International Group Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Pop Mart International Group Limited announced that they will report fiscal year 2025 results on Mar 25, 2026Board Change • Dec 30Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.20, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 1,424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.53 per share.Reported Earnings • Aug 19First half 2025 earnings released: EPS: CN¥3.44 (vs CN¥0.69 in 1H 2024)First half 2025 results: EPS: CN¥3.44 (up from CN¥0.69 in 1H 2024). Revenue: CN¥13.9b (up 204% from 1H 2024). Net income: CN¥4.57b (up 397% from 1H 2024). Profit margin: 33% (up from 20% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 135% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 19Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €31.60. The fair value is estimated to be €25.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Board Change • Aug 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Aug 04Pop Mart International Group Limited to Report First Half, 2025 Results on Aug 19, 2025Pop Mart International Group Limited announced that they will report first half, 2025 results on Aug 19, 2025공시 • May 28Pop Mart International Group Limited Approves Final Dividend for the Year Ended December 31, 2024, Payable on June 20, 2025Pop Mart International Group Limited at its AGM held on May 27, 2025, approved a final dividend of Renminbi ("RMB") 81.46 cents per Share issued for the year ended December 31, 2024 (the "Final Dividend") will be paid in Hong Kong Dollar ("HKD") on June 20, 2025 to the Shareholders whose names shall appear on the register of members of the Company on June 4, 2025.공시 • Mar 26+ 1 more updatePop Mart International Group Limited, Annual General Meeting, May 27, 2025Pop Mart International Group Limited, Annual General Meeting, May 27, 2025.공시 • Mar 11Pop Mart International Group Limited to Report Fiscal Year 2024 Results on Mar 26, 2025Pop Mart International Group Limited announced that they will report fiscal year 2024 results on Mar 26, 2025Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €8.80, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.98 per share.Buy Or Sell Opportunity • Oct 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to €7.35. The fair value is estimated to be €6.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €6.40, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.09 per share.Reported Earnings • Sep 25First half 2024 earnings released: EPS: CN¥0.69 (vs CN¥0.35 in 1H 2023)First half 2024 results: EPS: CN¥0.69 (up from CN¥0.35 in 1H 2023). Revenue: CN¥4.56b (up 62% from 1H 2023). Net income: CN¥921.3m (up 93% from 1H 2023). Profit margin: 20% (up from 17% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 21First half 2024 earnings released: EPS: CN¥0.69 (vs CN¥0.35 in 1H 2023)First half 2024 results: EPS: CN¥0.69 (up from CN¥0.35 in 1H 2023). Revenue: CN¥4.56b (up 62% from 1H 2023). Net income: CN¥921.3m (up 93% from 1H 2023). Profit margin: 20% (up from 17% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Aug 08Pop Mart International Group Limited to Report First Half, 2024 Results on Aug 20, 2024Pop Mart International Group Limited announced that they will report first half, 2024 results on Aug 20, 2024New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jun 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 89% to €4.46. The fair value is estimated to be €3.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.공시 • May 23Pop Mart International Group Limited Approves Final Dividend for the Year Ended December 31, 2023, Payable on June 12, 2024Pop Mart International Group Limited announced that at the AGM held on May 21, 2024, the company approved final dividend of 28.21 RMB cents per issued ordinary share of the Company for the year ended December 31, 2023, will be paid in HKD on June 12, 2024 to the Shareholders whose names shall appear on the register of members of the Company on May 30, 2024.Buy Or Sell Opportunity • May 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 104% to €4.24. The fair value is estimated to be €3.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.81 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.81 (up from CN¥0.35 in FY 2022). Revenue: CN¥6.30b (up 37% from FY 2022). Net income: CN¥1.08b (up 127% from FY 2022). Profit margin: 17% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany.Board Change • Apr 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Mar 21Pop Mart International Group Limited, Annual General Meeting, May 21, 2024Pop Mart International Group Limited, Annual General Meeting, May 21, 2024.이익 및 매출 성장 예측DB:735 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202856,73418,92117,80621,7631812/31/202750,17416,30815,87417,8952712/31/202642,95514,01615,55616,7102512/31/202537,12012,7769,69410,865N/A9/30/202529,7389,777N/AN/AN/A6/30/202522,3566,779N/AN/AN/A3/31/202517,6974,952N/AN/AN/A12/31/202413,0383,1254,4384,954N/A9/30/202410,5412,326N/AN/AN/A6/30/20248,0451,5272,4392,804N/A3/31/20247,1731,3052,0182,397N/A12/31/20236,3011,0821,5981,991N/A9/30/20235,6878511,4041,800N/A6/30/20235,0726191,2101,610N/A3/31/20234,8455488771,250N/A12/31/20224,617476543891N/A9/30/20224,847652443801N/A6/30/20225,077828342711N/A3/31/20224,784841394745N/A12/31/20214,491854445779N/A9/30/20213,979798596901N/A6/30/20213,4687417461,023N/A3/31/20212,991632613863N/A12/31/20202,513524480703N/A9/30/20202,236501402592N/A6/30/20201,958479325480N/A3/31/20201,821465355491N/A12/31/20191,683451385503N/A12/31/2018515100N/A175N/A12/31/20171582N/A16N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 735 의 연간 예상 수익 증가율(11.8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 735 의 연간 수익(11.8%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 735 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 735 의 수익(연간 12.5%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 735 의 수익(연간 12.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 735의 자본 수익률은 3년 후 35.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/18 09:14종가2026/06/16 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Pop Mart International Group Limited는 44명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Melinda HuBernsteinAlice MaBofA Global ResearchYunqiao DuCCB International Securities Limited41명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €19.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total returns to shareholders of 863% over the past three years.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Mar 25+ 1 more updatePop Mart International Group Limited Recommends Final Dividend for the Year Ended 31 December 2025, Payable on May 28, 2026Pop Mart International Group Limited recommended the payment of a final dividend of RMB2.3817 per issued ordinary share of the Company for the year ended 31 December 2025. Ex-dividend date 15 May 2026, Record date 22 May 2026 and Payment date 28 May 2026. Date of shareholders' approval 13 May 2026.
공시 • Mar 05Pop Mart International Group Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Pop Mart International Group Limited announced that they will report fiscal year 2025 results on Mar 25, 2026
Board Change • Dec 30Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.20, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 1,424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.53 per share.
Reported Earnings • Aug 19First half 2025 earnings released: EPS: CN¥3.44 (vs CN¥0.69 in 1H 2024)First half 2025 results: EPS: CN¥3.44 (up from CN¥0.69 in 1H 2024). Revenue: CN¥13.9b (up 204% from 1H 2024). Net income: CN¥4.57b (up 397% from 1H 2024). Profit margin: 33% (up from 20% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 135% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 19Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €31.60. The fair value is estimated to be €25.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Board Change • Aug 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Aug 04Pop Mart International Group Limited to Report First Half, 2025 Results on Aug 19, 2025Pop Mart International Group Limited announced that they will report first half, 2025 results on Aug 19, 2025
공시 • May 28Pop Mart International Group Limited Approves Final Dividend for the Year Ended December 31, 2024, Payable on June 20, 2025Pop Mart International Group Limited at its AGM held on May 27, 2025, approved a final dividend of Renminbi ("RMB") 81.46 cents per Share issued for the year ended December 31, 2024 (the "Final Dividend") will be paid in Hong Kong Dollar ("HKD") on June 20, 2025 to the Shareholders whose names shall appear on the register of members of the Company on June 4, 2025.
공시 • Mar 26+ 1 more updatePop Mart International Group Limited, Annual General Meeting, May 27, 2025Pop Mart International Group Limited, Annual General Meeting, May 27, 2025.
공시 • Mar 11Pop Mart International Group Limited to Report Fiscal Year 2024 Results on Mar 26, 2025Pop Mart International Group Limited announced that they will report fiscal year 2024 results on Mar 26, 2025
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €8.80, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.98 per share.
Buy Or Sell Opportunity • Oct 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to €7.35. The fair value is estimated to be €6.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €6.40, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.09 per share.
Reported Earnings • Sep 25First half 2024 earnings released: EPS: CN¥0.69 (vs CN¥0.35 in 1H 2023)First half 2024 results: EPS: CN¥0.69 (up from CN¥0.35 in 1H 2023). Revenue: CN¥4.56b (up 62% from 1H 2023). Net income: CN¥921.3m (up 93% from 1H 2023). Profit margin: 20% (up from 17% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 21First half 2024 earnings released: EPS: CN¥0.69 (vs CN¥0.35 in 1H 2023)First half 2024 results: EPS: CN¥0.69 (up from CN¥0.35 in 1H 2023). Revenue: CN¥4.56b (up 62% from 1H 2023). Net income: CN¥921.3m (up 93% from 1H 2023). Profit margin: 20% (up from 17% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Aug 08Pop Mart International Group Limited to Report First Half, 2024 Results on Aug 20, 2024Pop Mart International Group Limited announced that they will report first half, 2024 results on Aug 20, 2024
New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jun 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 89% to €4.46. The fair value is estimated to be €3.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
공시 • May 23Pop Mart International Group Limited Approves Final Dividend for the Year Ended December 31, 2023, Payable on June 12, 2024Pop Mart International Group Limited announced that at the AGM held on May 21, 2024, the company approved final dividend of 28.21 RMB cents per issued ordinary share of the Company for the year ended December 31, 2023, will be paid in HKD on June 12, 2024 to the Shareholders whose names shall appear on the register of members of the Company on May 30, 2024.
Buy Or Sell Opportunity • May 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 104% to €4.24. The fair value is estimated to be €3.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.81 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.81 (up from CN¥0.35 in FY 2022). Revenue: CN¥6.30b (up 37% from FY 2022). Net income: CN¥1.08b (up 127% from FY 2022). Profit margin: 17% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany.
Board Change • Apr 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Lian Wu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Mar 21Pop Mart International Group Limited, Annual General Meeting, May 21, 2024Pop Mart International Group Limited, Annual General Meeting, May 21, 2024.