MONEY MASTER

  What happened: Citi says  Pop Mart’s  sales outlook has improved on the back of stronger IP performance. 3Q revenue beat expectations, driven by  faster sell-through of new products globally  and  retailer restocking . Momentum should carry into the festive season, though growth may  moderate on a higher base . Citi’s call: Rating:  Buy (reiterated) Target price:   HK$415  (from HK$398) Rationale:  Continued investment in  products, content, and collaborations  is deepening IP influence (e.g., Labubu), supporting both China and overseas demand. Stock check: Last:  HK$262  (up ~4.6% intraday) Implied upside to TP:  ~ 58%  (HK$415 vs HK$262) Why it matters (quick take): IP strength = pricing power + repeat purchases.  Pop Mart’s flywheel (new drops → scarcity → community buzz) looks intact. Restocking suggests channel confidence  and cleaner inventories heading into holidays. Overseas traction...

  Sector Call: UNDERWEIGHT RHB Research maintains a cautious  UNDERWEIGHT  stance on the rubber products sector, citing  prolonged oversupply ,  rising cost pressures , and  shrinking pricing power . Stock Ratings and Target Prices Company Rating Target Price HARTA (5168.MY) SELL RM1.33 KOSSAN (7153.MY) SELL RM1.23 SUPERMX (7106.MY) SELL RM0.54 TOPGLOV (7113.MY) SELL RM0.65 Riverstone (AP4.SG) BUY SGD0.95 Key Sector Challenges 1.  Export Declines Reflect Weak Demand April: -22% MoM glove export drop May: -6% MoM Driven by  slow restocking , lingering inventories, and fading momentum from late 2024 front-loading. 2.  Rising Regional Competition New glove plants in  Indonesia and Vietnam  set to threaten Malaysian exports by  November 2025 . Aggressive pricing by  Chinese manufacturers  further pressurises Malaysian players. 3.  Margin Pressure from Cost Increases Ringgit appreciation  YTD erodes export profit...

When the share price of a company is high or increasing, generally corporations, or more specifically their management teams, are happy about it and there is good reason for it....below are three of it that I've read about it befo re but I think all of it could be summed by 1 word: G REED GREED IS GOOD 1) T he price of a company's shares is often used as an indication of the overall strength and health of a company. If a company's share price has continued to climb over time, the company and its management are considered to be doing a good job. If everyone is happy and the company is doing well, as reflected by its share price, then management likely will see a raise and there is decreased risk that they will be fired. The management of a company is at a great risk of being removed from the company if they are unable to generate returns for investors. This is done by the Board of Directors, who are elected by the shareholders, and are responsible for the hiring an...