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CapitalHappinet (7552) Financial Analysis: Core Business Growth and Shareholder Returns

Happinet, a core distributor of Bandai Namco, has achieved strong earnings growth driven by core products like Pokémon and One Piece trading cards, and the expansion of its gashacoco capsule toy store network. The company maintains a high dividend payout ratio and shareholder benefits program, with an ROE around 17%. The analysis highlights risks including dependence on specific IPs, changes in manufacturer distribution channels, and rising logistics costs.

Bing News: Bandai Namco toys · Original ↗ ·
Global expansionFunding/IPORetail

CapitalTash launches investment platform for trading cards

Tash, founded by UC Berkeley students, has raised a pre-seed round and joined Y Combinator Summer 2026. The platform builds investment-grade card portfolios and indexes, targeting accredited investors initially with plans to serve retail investors later.

Bing News: trading card market · Original ↗ ·
Cards/TCGResaleFunding/IPO

CapitalBandai Namco Q1 2027 Earnings: Gunpla, Dragon Ball, and One Piece Drive Toy Business Profit Surge

Bandai Namco announced its Q1 2027 earnings on August 6, 2026, with net sales of 328.4 billion yen (+9.3% YoY) and operating profit of 69.2 billion yen (+33.3% YoY), marking a record high. The Toy & Hobby business saw net sales of 192.7 billion yen (+31.3% YoY) and segment profit of 53.9 billion yen (+89.1% YoY), driven by Gunpla, Dragon Ball, One Piece, trading cards, and capsule toys.

Bing News: Bandai Namco toys · Original ↗ ·
Figures/GKBuilding blocksCards/TCG

CapitalBandai Namco's Gundam IP revenue grew 2.50x over 5 fiscal years; Toy & Hobby accounts for 60.8% of profit across 5 business segments

Bandai Namco reported 1.3482 trillion yen revenue and 189.5 billion yen operating profit for the fiscal year ended March 2026. Toy & Hobby generated 674 billion yen revenue and 126.9 billion yen profit, accounting for 60.8% of total segment profit. Gundam IP revenue grew from 101.7 billion yen to 254.3 billion yen over five years.

Bing News: Bandai Namco toys · Original ↗ ·
GundamFigures/GKBandai

CapitalPOP MART 2026 Mid-Year Results: Net Profit Up 10.14%

POP MART released its 2026 mid-year report on September 24, with revenue of 17.173 billion yuan, up 23.76% year-on-year, and net profit attributable to shareholders of 5.038 billion yuan, up 10.14% year-on-year.

Bing News: 泡泡玛特 业绩 · Original ↗ ·
POP MART

CapitalPOP MART 2026 H1 Results Miss Expectations, Stock Drops Over 8%

POP MART reported 2026 H1 revenue of 17.17 billion yuan and net profit of 5.04 billion yuan, falling short of analyst expectations for 19.98 billion yuan and 6.64 billion yuan. The stock fell over 8% the next day, hitting a five-month low.

Bing News: 泡泡玛特 股价 目标价 · Original ↗ ·
ResalePOP MART

CapitalPOP MART 2026 H1 Report: LABUBU Series Revenue Declines, Vinyl Share Rises to 57%

POP MART released its 2026 H1 report with 17.17 billion yuan revenue, up 23.8%. THE MONSTERS revenue fell 7.5% to 4.454 billion yuan. Vinyl product revenue reached 9.825 billion yuan, rising to 57.2% of total revenue. The company announced a 2-5 billion HKD share buyback plan, but the stock dropped over 8% and market cap fell below 200 billion HKD.

Bing News: 泡泡玛特 股价 目标价 · Original ↗ ·
ResalePOP MARTLABUBU

CapitalMattel 2026 Q2 10-Q

Mattel filed its Q2 2026 10-Q with the SEC, reporting a net loss of $18.2 million. The company completed the acquisition of Mattel163 on March 2, 2026, for $178.6 million in cash.

SEC 公告：美泰 Mattel（MAT） · Original ↗ ·

CapitalHASBRO, INC.: Form 8-K — Shareholder vote results

Hasbro held its 2026 annual meeting on June 11, 2026, with about 88% of shares represented. Shareholders approved the election of directors, the advisory vote on executive compensation, and the ratification of KPMG LLP as the independent auditor for fiscal year 2026.

SEC 公告：孩之宝 Hasbro（HAS） · Original ↗ ·

CapitalMattel 2026 Annual Meeting: Approves Equity Plan Restatement

Mattel held its 2026 Annual Meeting on May 28, 2026, where shareholders approved the 2026 Restatement. The amendment increases the number of shares available under the plan by 2,155,000 and extends the termination date to March 19, 2036.

SEC 公告：美泰 Mattel（MAT） · Original ↗ ·

CapitalDeng Yaping Buys POP MART, Goldman Sachs Bullish on LABUBU Collab Series

On April 14, POP MART's stock rose over 8%, returning above HK$160 per share. Investor Deng Yaping voiced support and confirmed buying after the earnings report. Goldman Sachs' report highlights that the THE MONSTERS family, home to LABUBU, exceeded 10 billion yuan in revenue, and collab plush toys with Sanrio and FIFA sold out online.

Bing News: 泡泡玛特 · Original ↗ ·
POP MARTLABUBUEarnings

CapitalJAKKS Q3 2025 Earnings: Revenue Down, Net Income Up

JAKKS reported net sales of $211.21 million for Q3 2025, down 34% year-over-year. The company achieved net income of $19.892 million, up 38% year-over-year, by cutting costs and restructuring its credit facility.

SEC 公告：JAKKS Pacific（JAKK） · Original ↗ ·

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.

Bing News: 泡泡玛特 股价 目标价 · 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%.

Bing News: 泡泡玛特 股价 目标价 · 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.

Bing News: 潮玩 港股 上市 · Original ↗ ·
ResalePOP MARTBlokees