Growth StrategyThe transition from a low-return, high-cost online education model to a brand-driven IP model is considered a game-changer, justifying a fundamental rerating.
Market DemandThe management's latest update reinforces the conviction that WAKUKU production remains less than 50% of demand even after significant expansion, validating explosive market reception.
Revenue GrowthThe designer toy segment is forecasted to become the company's primary growth driver, with revenue expected to skyrocket significantly.