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Resale market

Premiums, price swings, scalpers and fakes.

Summaries are AI-generated

OpinionIran War Triggers Raw Material Price Hikes, Japanese Anime Merch Company Announces Price Adjustment

Due to the US-Iran conflict and the situation in the Strait of Hormuz, soaring crude oil prices have driven up plastic raw material costs. A Japanese anime merch company announced it will raise product prices. Some domestic merchants have delisted acrylic products or stopped production, and industry insiders worry this will affect summer convention preparation and participation.

17173游戏网 · Original ↗ ·
MerchAnalysis

OpinionPOP MART's market cap evaporates over HK$200 billion as Labubu popularity fades, causing a stock price plunge

POP MART's stock has fallen over 40% from its peak, with a market cap loss of HK$200 billion and a 31% drop in institutional holdings. Labubu's hidden figures have seen a premium cut of over 50%, and regular styles are now trading below retail prices on second-hand platforms, with analysts predicting a shift from explosive to sustainable growth.

腾讯网 · Original ↗ ·
ResaleAnalysisBlind box

MarketDid POP MART's Anti-Scalper Measures Fail as Stock Price Dropped by 1/3?

POP MART's stock price has fallen by over 1/3 from its yearly high, with short sellers citing slowing growth and high IP concentration. The company boosted production and implemented purchase limits to curb scalpers, aiming to return to product value, yet prices for hot items like Labubu have collapsed on the secondary market, raising concerns about IP value and quality control.

36氪 · Original ↗ ·
ResalePOP MARTLABUBU

CapitalPOP MART stock plunges 8.08% to hit largest single-day drop in six months

Dragged down by the broader HK new consumption sector, POP MART fell 8.08% to HK$250.4 on Oct 21. Despite Q3 earnings surging and JPMorgan raising the target price, the stock is down ~15% from its August peak. Meanwhile, new releases like LABUBU show high resale premiums, with the WHY SO SERIOUS hidden figure trading at 13.4x the retail price.

东方财富网 · Original ↗ ·
POP MARTLABUBUBlind box

CapitalPOP MART hits record high, Morgan Stanley maintains 'Add' rating

On Aug 7, POP MART's stock rose nearly 6% intraday, hitting a high of HK$293.40. Morgan Stanley maintained a 'Add' rating with a HK$365 target, citing undervalued platform value. 2025 H1 revenue grew over 200% YoY, and net profit increased over 350%.

证券时报官方网站 · Original ↗ ·
ResalePOP MART

Capital52TOYS Hong Kong IPO: The Path to the Third Toy Stock, Can Fast IP Monetization but Slow Incubation Succeed?

52TOYS plans to list on the Hong Kong stock exchange, becoming China's third toy company to go public after POP MART and Blokees. The article compares POP MART's stock surge of over 11 times since February 2024 and its market cap exceeding 300 billion yuan, discussing the balance between IP monetization efficiency and incubation speed.

MSN · Original ↗ ·
ResalePOP MARTBlokees

MarketKAWS Art Toy Auction: $400 to $13,000 Price Range

Paddle8's third art toy auction features 27 vinyl figurines by contemporary artists and toymakers, priced from $400 to $13,000. KAWS has the most works in the sale, with prices closer to those on AliExpress, eBay, and Phillips, making them an accessible entry into the art market.

Observer · Original ↗ ·
Art toysKAWSResale

ReleasesTakara Tomy Arts' Pretty Series new work "Onegai Aipuri" arcade game "Onegai Aipuri 1-dan" starts April 2

Takara Tomy Arts says the new “Onegai Aipuri” arcade game “Onegai Aipuri 1‑dan” will launch on April 2 2026, ahead of the TV anime on April 5. The rhythm‑live game uses “Aipuri cards” on a flat panel and introduces new character Gumi and various costume cards; a 300 ¥ gacha rubber‑mascot collection also debuts.

多美 Arts（PR TIMES） · Original ↗ ·
Raffle/RestockIP/CollabResale