@ALLKAResearch ALLKA ResearchALLKA Research posts on X about $bak, $pbr, $pags, rose the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 92.31% cryptocurrencies 56.92% finance 18.46% countries 12.31% technology brands 3.85% social networks 3.08% financial services 0.77% currencies 0.77% travel destinations 0.77%
Social topic influence $bak #1, $pbr #1, $pags #3, rose #1981, iran #2954, pbr #45, gas 6.15%, china 5.38%, $pins 5.38%, $spy 4.62%
Top accounts mentioned or mentioned by @allkaresearch @hodophiliac @iseelines @grok @renatomestriner @paulmatleo @marcelo12650938 @tootiefrootie13 @notjanetyellen7 @tradersworld44 @seethetrees1 @majdav_ @o_macro_invest @leaofcl
Top assets mentioned Braskem S.A. American Depositary Shares (BAK) PolkaBridge (PBR) PagSeguro Digital Ltd. (PAGS) Pinterest, Inc. (PINS) SPDR S&P [---] ETF Trust (SPY) Legend Biotech Corp (LEGN) Johnson & Johnson (JNJ) Petroleo Brasileiro S.A.-Petrobras (PBR.A) LyondellBasell Industries NV (LYB) PepsiCo, Inc. (PEP) StoneCo Ltd. Class A Common Shares (STNE) Dow Inc (DOW) CI&T Inc (CINT) AMBEV S.A. (ABEV) VALE S.A. (VALE) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)
Top posts by engagements in the last [--] hours
"$BAK $PBR There's no interesting news. But I did find Cleantho Leite Filho's post. "Terminal Quimica Puerto Mexico - running well" Who is he "In [----] he joined the Braskem team where he serves as director in several departments.""
X Link 2026-02-13T19:20Z [----] followers, [---] engagements
"$BAK New Debt Profile as of September [----] US$ MM Interesting situation. Do those guys just want to get Braskem Idesa's assets"
X Link 2026-02-13T19:25Z [----] followers, [---] engagements
"$LEGN Even though Im tempted to invest in Brazil $PAGS and $BAK my specialty is pharma--and heres why Im focused on Legend Biotech. Multiple myeloma the blood cancer treated by Carvykti is growing fast: [------] new cases are expected globally by [----] up 85.5% from [----]. Carvykti is best-in-class boasting a 97% ORR far outperforming Pfizers Elrexfio (61%) and BMSs Abecma (68%). Its Q3 sales jumped 83% YoY to $524 million reflecting strong adoption and its 5-year remission rates plus patent protection until [----] make it a long-term winner. This is not just a drug--its a multi-billion-dollar"
X Link 2025-11-30T12:28Z [----] followers, [----] engagements
"$BAK Braskem Idesa S.A.P.I. 745% 19/29"
X Link 2026-01-13T08:29Z [----] followers, [----] engagements
"$LEGN $JNJ Part [--]. Cont. "And sometimes patients prefer to have this one-and-done type of therapy because they don't want the fact of having to come to the hospital for continuous infusions. So CARVYKTI is doing very well.""
X Link 2026-01-13T10:59Z [----] followers, [---] engagements
"$LEGN $JNJ Part [--]. Cont. "We are unrestricted from a supply perspective and you're seeing the growth that CARVYKTI is giving us.""
X Link 2026-01-13T10:59Z [----] followers, [---] engagements
"$BAK $PBR What's going on Where are the Braskem short sellers I need to understand the logic behind this bond rally. $BAK Braskem Idesa S.A.P.I. 745% 19/29 https://t.co/YJWLHmVut5 $BAK Braskem Idesa S.A.P.I. 745% 19/29 https://t.co/YJWLHmVut5"
X Link 2026-01-14T08:56Z [----] followers, [----] engagements
"$PAGS $BAK Even with the SELIC rate at multi-year highs Brazils retail sales grew 1.3% year over year far above the 0.2% consensus expectation"
X Link 2026-01-15T12:56Z [----] followers, [---] engagements
"Does the rise in Bangladeshi bots indicate that retail investor interest in Braskem is coming $BAK"
X Link 2026-01-17T19:32Z [----] followers, [---] engagements
"$BAK $PBR So after a short-term correction prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T"
X Link 2026-01-22T11:49Z [----] followers, [----] engagements
"$BAK $PBR Nothing interesting. The bears remain losers again. Prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T $BAK $PBR So after a short-term correction prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/sLe6CWf8As $BAK $PBR So after a short-term correction prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/sLe6CWf8As"
X Link 2026-01-23T09:04Z [----] followers, [----] engagements
"$BAK $PBR Will CADE finally give the green light on Braskem 🟥CADE is expected to rule in February on the transfer of Odebrechts shares leaving it with just a 4% minority stake. 🟥That would clear the last hurdle for closing the deal. Otherwise March [--] is the next key date"
X Link 2026-01-24T07:01Z [----] followers, [---] engagements
"$BAK $PBR Prices for polypropylene continued to rise today. 🟥 Jan. [--] -- [----] CNY/T 🟥 Jan. [--] -- [----] CNY/T $BAK $PBR Nothing interesting. The bears remain losers again. Prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/u5W0DEWOhe $BAK $PBR Nothing interesting. The bears remain losers again. Prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/u5W0DEWOhe"
X Link 2026-01-26T10:44Z [----] followers, [----] engagements
"$BAK $PAGS Lula start lowering rates support real"
X Link 2026-01-26T15:13Z [----] followers, [----] engagements
"$BAK $PBR I forgot to post about polyvinyl chloride today. Polyvinyl rose to [----] CNY/T on January [--] [----] up 1.33% from the previous day. Besides as you can see prices have already risen above May [----] levels"
X Link 2026-01-26T19:57Z [----] followers, [---] engagements
"$PAGS $STNE Are you ready For $13 $PAGS $13 is coming. https://t.co/eCYzQbJ7J9 $PAGS $13 is coming. https://t.co/eCYzQbJ7J9"
X Link 2026-01-27T15:39Z [----] followers, [---] engagements
"$BAK $PBR @grok tell me what will happen to polymer prices if Iran becomes pro-American and stops providing discounts on oil to China"
X Link 2026-01-29T16:51Z [----] followers, [---] engagements
"@paulmatleo Okay. But first $BAK at $10 a share"
X Link 2026-01-30T08:10Z [----] followers, [---] engagements
"$PINS $SPY I bought Pinterest shares on Friday. But why I've identified five reasons which I'll share with you now. 🟥First the number of PINS app downloads reached a new all-time high. At the end of December it reached [----] million up 28.5% from the beginning of December"
X Link 2026-01-31T08:23Z [----] followers, [----] engagements
"$PINS $SPY The second reason is that Pinterest shares are trading in oversold territory. 🟥🟥🟥 The RSI on the 1-H timeframe is already at [--] and on the 1-D it's at [----]. There's also an open gap on the daily timeframe between $28 and $32.1"
X Link 2026-01-31T08:31Z [----] followers, [---] engagements
"$PINS $SPY Pinterest app downloads in app stores continued to grow in January. $PINS $SPY I bought Pinterest shares on Friday. But why I've identified five reasons which I'll share with you now. 🟥First the number of PINS app downloads reached a new all-time high. At the end of December it reached [----] million up 28.5% from the beginning of December. https://t.co/SGjI6tItux $PINS $SPY I bought Pinterest shares on Friday. But why I've identified five reasons which I'll share with you now. 🟥First the number of PINS app downloads reached a new all-time high. At the end of December it reached"
X Link 2026-02-04T09:59Z [----] followers, [---] engagements
"So I found this bill. No. 14/2026 🟥You can read the full text here: 🟥If you're interested I'll be publishing updates on it. https://www.camara.leg.br/proposicoesWeb/prop_mostrarintegracodteor=3081316 Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://t.co/JOoCe5Isdu https://www.camara.leg.br/proposicoesWeb/prop_mostrarintegracodteor=3081316 Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://t.co/JOoCe5Isdu"
X Link 2026-02-11T05:43Z [----] followers, [---] engagements
"$BAK $3.84 Just hooligans. Brazil I love you but this Braskem crap is driving me crazy"
X Link 2026-02-12T18:35Z [----] followers, [---] engagements
"$BAK Calvin you are such a wonderful person. I love you. @ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here https://t.co/ALurBVzDoD @ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here https://t.co/ALurBVzDoD"
X Link 2026-02-12T18:43Z [----] followers, [----] engagements
"$LEGN $IBB Carvykti sales totaled $555 million in Q4 up 66.2% year-on-year and 5.9% quarter-on-quarter. P.S. I also continue to increase my stake in Legend Biotech"
X Link 2026-01-21T11:45Z [----] followers, [----] engagements
"$BAK $PBR So. Polymer prices continued to rise today. 🟥Polypropylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyethylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyvinyl Dec. [--] -- [------] CNY/T Today -- [----] CNY/T"
X Link 2026-01-28T09:42Z [----] followers, [----] engagements
"$BAK Braskem files lawsuit for [---] million euros against the ethylene cartel in Europe WHAAAAT 🟥🟥🟥 Braskem move ao de [---] milhes de euros contra cartel do etileno na Europa https://t.co/Fd7m5kfLsW Braskem move ao de [---] milhes de euros contra cartel do etileno na Europa https://t.co/Fd7m5kfLsW"
X Link 2026-01-29T18:49Z [----] followers, [---] engagements
"$BAK $PBR I had a dream about Braskem. There will be four key posts. But again its just a dream. Still Id appreciate a like or a repost. As always thank you comrades"
X Link 2026-01-30T07:15Z [----] followers, [---] engagements
"$LYB and $DOW two of its key peers offer high dividend yields. Braskem pays no dividends and paradoxically thats an advantage. If LyondellBasell or DOW are forced to cut dividends their stock prices could collapse. Braskem doesnt carry that risk"
X Link 2026-01-30T07:17Z [----] followers, [---] engagements
"$BAK $PBR The recent uptick in polypropylene prices strengthens Braskems negotiating position with bondholders. This could be a meaningful tailwind in refinancing talks and may allow the company to secure better terms than those offered back in December"
X Link 2026-01-30T07:18Z [----] followers, [---] engagements
"$BAK $PBR So polypropylene and polyethylene fell slightly today. On the other hand polyvinyl chloride prices rose. 🟥Dec. [--] -- [----] CNY/T 🟥Today -- [----] CNY/T 🟥Feb. [--] [----] -- [----] CNY/T"
X Link 2026-02-02T09:18Z [----] followers, [----] engagements
"$BAK $PBR Let me remind you that politicians have until March 4th to decide whether to lift Lula's veto or leave it in place. I'm talking about Projeto de Lei No. 892/2025 PRESIQ"
X Link 2026-02-02T09:58Z [----] followers, [---] engagements
"$BAK $PBR Big Brazilian banks expected to post R$26.7bn Q4 profit 🟥 "In the third quarter several banks made provisions for specific cases in their corporate credit portfolios. Although no names were mentioned troubled firms included Ambipar Braskem and Razen.""
X Link 2026-02-02T20:14Z [----] followers, [---] engagements
"$BAK $PBR Link: https://valorinternational.globo.com/google/amp/business/news/2026/02/02/big-brazilian-banks-expected-to-post-r267bn-q4-profit.ghtml https://valorinternational.globo.com/google/amp/business/news/2026/02/02/big-brazilian-banks-expected-to-post-r267bn-q4-profit.ghtml"
X Link 2026-02-02T20:14Z [----] followers, [---] engagements
"$BAK $PBR Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.97% from the previous day. 🟥Feb. [--] [----] -- [----] CNY/T $BAK $PBR So polypropylene and polyethylene fell slightly today. On the other hand polyvinyl chloride prices rose. 🟥Dec. [--] -- [----] CNY/T 🟥Today -- [----] CNY/T 🟥Feb. [--] [----] -- [----] CNY/T https://t.co/8BOUhgiGQN $BAK $PBR So polypropylene and polyethylene fell slightly today. On the other hand polyvinyl chloride prices rose. 🟥Dec. [--] -- [----] CNY/T 🟥Today -- [----] CNY/T 🟥Feb. [--] [----] -- [----] CNY/T https://t.co/8BOUhgiGQN"
X Link 2026-02-04T09:25Z [----] followers, [----] engagements
"$BAK $PBR I don't know what else Mr. Market wants. The price of polyvinyl is just skyrocketing. 🟥🟥🟥 $BAK $PBR A very beautiful picture. https://t.co/xRg9d9Ovhf $BAK $PBR A very beautiful picture. https://t.co/xRg9d9Ovhf"
X Link 2026-02-05T09:02Z [----] followers, 10.1K engagements
"$BAK $PBR Braskem Idesa S.A.P.I. 745% 19/29 bonds Braskem Idesa fica mais perto de pedir recuperao https://t.co/pUaujoqKeu Braskem Idesa fica mais perto de pedir recuperao https://t.co/pUaujoqKeu"
X Link 2026-02-06T05:01Z [----] followers, [----] engagements
"$BAK $PINS And I just hope Braskem and Pinterest show the Moon Rally this week"
X Link 2026-02-09T12:22Z [----] followers, [---] engagements
"$BAK Petrobras SAVE Braskem $PBR.A $PBR #Petrobras informs about #Braskem $BAK https://t.co/dVoyJqNqUW $PBR.A $PBR #Petrobras informs about #Braskem $BAK https://t.co/dVoyJqNqUW"
X Link 2026-02-12T16:39Z [----] followers, [----] engagements
"$BAK "This effect was partially offset by the TQPM starts of operations in September with [--] kbpd during the month." So [--] kbpd is the average for the third quarter. And in September they already increased it to [--]. Link: https://inversionistasbraskemidesa.com.mx/inversionistas/pdf/3Q2025_earnings_release.pdf $BAK $PBR Braskem Idesa TQPM began operations in 3Q25 adding [--] kbpd of spot ethane supply (6% of the [--] kbpd required for full utilization) with its role expected to increase over time. https://t.co/5ktYQmYmyT"
X Link 2026-02-13T19:36Z [----] followers, [---] engagements
"🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ TO THE END.Since I've reached [----] subscribers firstly I want to thank each and every one of you. And secondly I'm more than convinced of the need to be more open with you. Therefore my performance is next mid-December [----]. 🍍71% of my ratings were profitable. 🍍+10.3% average return. 🍍98 ratings. Why To become better and I simply enjoy numbers graphs and communicating with the smartest people in various"
X Link 2025-12-17T08:35Z [----] followers, [----] engagements
"$LEGN $JNJ Joaquin Duato said the following at the 44th Annual J.P. Morgan Healthcare Conference.🟥🟥 "CARVYKTI which is our cell therapy has demonstrated overall survival versus the standard of care as early as second line. So very impressive.""
X Link 2026-01-13T10:58Z [----] followers, [---] engagements
"$BAK $PAGS I hope Brazilian stocks start rising like silver. Otherwise what's the point of all this Global investors are piling into Brazilian stocks: Brazilian stocks recorded +$2.3 billion in foreign inflows so far in January the most in a single month since December [----]. This is more than DOUBLE the prior [--] months combined. As a result the Brazilian Ibovespa stock https://t.co/GGsmh4ARFH Global investors are piling into Brazilian stocks: Brazilian stocks recorded +$2.3 billion in foreign inflows so far in January the most in a single month since December [----]. This is more than DOUBLE the"
X Link 2026-01-28T05:03Z [----] followers, [----] engagements
"$BAK $PBR The party goes on. 🟥Polypropylene Jan. [--] -- [----] CNY/T Today -- [----] CNY/T $BAK $PBR So. Polymer prices continued to rise today. 🟥Polypropylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyethylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyvinyl Dec. [--] -- [------] CNY/T Today -- [----] CNY/T https://t.co/pRJPEx09AJ $BAK $PBR So. Polymer prices continued to rise today. 🟥Polypropylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyethylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyvinyl Dec. [--] -- [------] CNY/T Today -- [----] CNY/T https://t.co/pRJPEx09AJ"
X Link 2026-01-29T09:03Z [----] followers, 11.2K engagements
"$BAK $PBR Interesting. I hope Grok is right. @ALLKAResearch If Iran shifts to a pro-American stance and halts discounted oil sales to China global oil supply could increase (via lifted sanctions) potentially lowering crude prices. This might reduce feedstock costs for polymers leading to softer prices overall. However China's higher @ALLKAResearch If Iran shifts to a pro-American stance and halts discounted oil sales to China global oil supply could increase (via lifted sanctions) potentially lowering crude prices. This might reduce feedstock costs for polymers leading to softer prices"
X Link 2026-01-29T16:53Z [----] followers, [---] engagements
"$BAK $PBR In the event of a war with Iran followed by a regime change China would no longer receive oil at a steep discount. As a result the petrochemical industry would be forced to raise polymer prices. Price dumping would no longer be an option"
X Link 2026-01-30T07:19Z [----] followers, [---] engagements
"$BAK $PBR If Iran were to block the Strait of Hormuz China would temporarily lose access to oil naphtha and others. Polymer production would drop sharply-even before factoring in additional costs. In that scenario Trump would likely move to decisively dismantle the Ayatollah"
X Link 2026-01-30T07:20Z [----] followers, [---] engagements
"$BAK Calvin you are right as always. Chems are absolutely ripping Chems are absolutely ripping"
X Link 2026-02-03T15:58Z [----] followers, [---] engagements
"$BAK $LYB Nice"
X Link 2026-02-03T16:01Z [----] followers, [---] engagements
"$BAK $PBR I wondered when the CADE would decide whether to approve IG4's purchase of a stake in Braskem. 🟥On July [--] Braskem announced that Novonor and Tanure had requested approval from CADE. 🟥On September [--] CADE approved the sale of Braskem to a fund linked to Nelson"
X Link 2026-02-03T17:53Z [----] followers, [---] engagements
"$BAK $PBR 🟥On December [--] Braskem: IG4 submitted to CADE a R$ [--] billion agreement to purchase a stake from Novonor. 🟥This means that in the Tanure case CADE's decision is expected at the end of March"
X Link 2026-02-03T17:57Z [----] followers, [---] engagements
"$BAK $PBR A very beautiful picture. $BAK $PBR Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.97% from the previous day. 🟥Feb. [--] [----] -- [----] CNY/T $BAK $PBR Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.97% from the previous day. 🟥Feb. [--] [----] -- [----] CNY/T"
X Link 2026-02-04T09:25Z [----] followers, [----] engagements
"$BAK $PBR So my thoughts for the evening. 🟥The shekel has continued to weaken against the dollar in recent days. 🟥China exports more than 20% of Iran's oil. If the US and Israel strike Iran China's petrochemical industry will be in for a real rough ride"
X Link 2026-02-05T17:27Z [----] followers, [---] engagements
"$BAK $PBR Braskem I promise if you grow to at least $5 per share I'll give you a lollipop and a cap. I need to improve my stats. 🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ TO THE END.Since I've reached [----] subscribers firstly I want to thank each and every https://t.co/gspFq8Uf1T 🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ"
X Link 2026-02-08T16:14Z [----] followers, [----] engagements
"$BAK $PBR Excellent. But polymer prices need to continue to rise"
X Link 2026-02-09T05:13Z [----] followers, [----] engagements
"$BAK $PBR Nothing interesting is happening yet. 🟥Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.12% from the previous day. 🟥Polypropylene rose to [----] CNY/T on February [--] [----] up 0.12% from the previous day"
X Link 2026-02-09T12:20Z [----] followers, [---] engagements
"$BAK $PBR No big deal Braskem will fly to the moon and Europe will rejoice at its Islamic friends. Europe's Chemical Sector 'Will Disappear' Under Weight Of EU Green Deal CEOs Sound Alarm https://t.co/kCdRrSY2VH Europe's Chemical Sector 'Will Disappear' Under Weight Of EU Green Deal CEOs Sound Alarm https://t.co/kCdRrSY2VH"
X Link 2026-02-09T12:32Z [----] followers, [---] engagements
"$BAK $PBR Of no interest. Braskem/Alagoas Brasil's video frequency has been sharply declining in recent weeks. He usually released a video about it once every one or two days. The last one was [--] days ago"
X Link 2026-02-09T13:15Z [----] followers, [----] engagements
"$BAK $PBR So from the good. So far the price of natural gas is trading around $3 (multi-month low). The price of polymers has stabilized and is trying to rise. 🟥 Polyvinyl rose to [----] CNY/T 🟥 Polypropylene rose to [----] CNY/T 🟥 Polyethylene rose to [----] CNY/T"
X Link 2026-02-11T12:25Z [----] followers, [----] engagements
"$BAK $PBR So I became curious and tried to estimate when Bill No. 14/2026 might reach the Senate. The starting point was PRESIQ. In that case the A matria vai ao Senado Federal status appeared on October [--] and the bill was formally registered in the Senate a week later. $BAK $PBR So from the good. So far the price of natural gas is trading around $3 (multi-month low). The price of polymers has stabilized and is trying to rise. 🟥 Polyvinyl rose to [----] CNY/T 🟥 Polypropylene rose to [----] CNY/T 🟥 Polyethylene rose to [----] CNY/T https://t.co/rffe10BVc9 $BAK $PBR So from the good. So far the"
X Link 2026-02-11T20:52Z [----] followers, [---] engagements
"$BAK $PBR The same status now applies to Bill No. 14/2026. 🟥 Based on this precedent I expect the bill to reach the Senate sometime next week with a vote potentially taking place within the following two weeks. After that it would move to President Lula for final approval"
X Link 2026-02-11T20:52Z [----] followers, [---] engagements
"$BAK So where's the news Should I go get some whiskey or some Pepsi"
X Link 2026-02-12T18:22Z [----] followers, [---] engagements
"$BAK Just in case I checked the polymer prices. They're stable. So as @calvinfroedge said MM is just playing with us"
X Link 2026-02-12T19:11Z [----] followers, [---] engagements
"🟥🟥🟥 So enough spamming you with the Dead Sea. I opened the Seeking Alpha screener. Looking for new ideas in the Brazilian market. At the moment I like $PAGS $AFYA $CINT $ABEV and $VALE My criteria for initial stock selection: 1Country: Inc. Brazil Only companies incorporated in Brazil. 2P/E Non-GAAP (FWD): Custom (0.00 15.00) Forward Non-GAAP P/E between [--] and [--] filtering for relatively inexpensive stocks. 3Gross Profit Margin (TTM): Custom (30.00% 90.00%) [--] Gross margin over the last [--] months between 30% and 90% targeting highly profitable businesses. EBIT Margin (TTM): Custom (10.00%"
X Link 2025-11-29T18:09Z [----] followers, [----] engagements
"$BAK $PBR $PAGS You dont have to like Lula. But Brazilian stocks and Brazils natural beauty are a must-love"
X Link 2026-02-11T17:22Z [----] followers, [----] engagements
"$BAK $PBR Is this the end or what's happening"
X Link 2026-02-12T18:04Z [----] followers, [----] engagements
"$BAK $PBR The strangest thing about this situation is that Braske's stock trading was temporarily suspended. Rumors of default were already circulating. Braskem issued a press release only a couple of hours later not within an hour of the rumors. That's just brutal. They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 https://t.co/bDsMrbtctq They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 https://t.co/bDsMrbtctq"
X Link 2026-02-13T04:24Z [----] followers, [----] engagements
"$BAK $PBR THEY'RE JUST HOOLIGANS. GIVE ME THEIR ADDRESS whoever started these rumors yesterday. I'll send them a "Make Braskem Great Again" cap"
X Link 2026-02-13T11:08Z [----] followers, [---] engagements
"$BAK $PBR Braskem Idesa TQPM began operations in 3Q25 adding [--] kbpd of spot ethane supply (6% of the [--] kbpd required for full utilization) with its role expected to increase over time"
X Link 2026-02-13T19:33Z [----] followers, [----] engagements
"$BAK $PBR It'll be interesting to see if the US can do this. If so China will receive less cheap Iranian oil. Petrobras and Braskem will benefit. *TRUMP NETANYAHU AGREE ON MORE PRESSURE ON IRAN OVER OIL: AXIOS *TRUMP NETANYAHU AGREE ON MORE PRESSURE ON IRAN OVER OIL: AXIOS"
X Link 2026-02-15T13:12Z [----] followers, [---] engagements
"$BAK $PBR Polypropylene rose to [----] CNY/T on January [--] [----] up 0.98% from the previous day. $BAK [----] is off to a good start for polypropylene. https://t.co/5pasIxCeWB $BAK [----] is off to a good start for polypropylene. https://t.co/5pasIxCeWB"
X Link 2026-01-07T09:52Z [----] followers, [----] engagements
"$BAK In my view things are going very well at Braskem. The image on the right shows the current status of the damage mitigation efforts in Macei while the one on the left shows the situation two months ago. I will continue publishing updates in the same order"
X Link 2026-01-07T12:13Z [----] followers, [----] engagements
"$BAK Part [--]. Continued"
X Link 2026-01-07T12:15Z [----] followers, [---] engagements
"$BAK $PBR I found an interesting news item dating back to [----]. Clearly a lot has changed since then and Braskem is very different today. Nevertheless its still worth keeping in mind. "Braskem To Build Venezuelan Cracker" Link: https://cen.acs.org/articles/84/web/2006/04/Braskem-Build-Venezuelan-Cracker.html https://cen.acs.org/articles/84/web/2006/04/Braskem-Build-Venezuelan-Cracker.html"
X Link 2026-01-07T18:24Z [----] followers, [----] engagements
"$BAK Nothing special. I just like these numbers. Short sellers ignore the green color. $BAK [----]. No news from Braskem Idesa. But at the same time its bonds are again approaching [--]. https://t.co/0GIzTRUuEu $BAK [----]. No news from Braskem Idesa. But at the same time its bonds are again approaching [--]. https://t.co/0GIzTRUuEu"
X Link 2026-01-08T10:10Z [----] followers, [----] engagements
"$BAK Braskem Idesa and Advarios Puerto Mxico terminal boosts polyethylene production by handling [-----] barrels/day of ethane mitigating feedstock shortages"
X Link 2026-01-09T07:38Z [----] followers, [---] engagements
"$BAK Our plant is ready to operate at full capacity reaching an annual production of up to [----] million tons of polyethylene"
X Link 2026-01-09T07:39Z [----] followers, [---] engagements
"$BAK This also drives the growth of Mexicos polyethylene market contributing to import substitution securing supply and consolidating the countrys petrochemical value chain commented Braskem Idesa CEO Isabel Figueredo"
X Link 2026-01-09T07:39Z [----] followers, [---] engagements
"$BAK SPECIAL REPORT ON LATIN AMERICA LINK: https://www.gbreports.com/wp-content/uploads/2026/01/APLA_Chemicals_2025-CW-final.pdf https://www.gbreports.com/wp-content/uploads/2026/01/APLA_Chemicals_2025-CW-final.pdf"
X Link 2026-01-09T07:40Z [----] followers, [---] engagements
"$BAK $PBR The party goes on. $BAK $PBR Polypropylene rose to [----] CNY/T on January [--] [----] up 0.98% from the previous day. https://t.co/Ib6mDKPhQ3 $BAK $PBR Polypropylene rose to [----] CNY/T on January [--] [----] up 0.98% from the previous day. https://t.co/Ib6mDKPhQ3"
X Link 2026-01-09T09:26Z [----] followers, [----] engagements
"$BAK $PAGS Brazils annual inflation eased in December closing [----] within the central banks target range. Official data released Friday showed consumer prices rose 4.26% from the year prior in line with the median estimate of analysts surveyed by Bloomberg"
X Link 2026-01-09T12:40Z [----] followers, [---] engagements
"$BAK $PBR Very good. It's scary to imagine what the price of natural gas will be this summer. $BAK $PBR Meanwhile. Trump I love you. We still have to get rid of Islamic Iran. https://t.co/9oJOXgZgdD $BAK $PBR Meanwhile. Trump I love you. We still have to get rid of Islamic Iran. https://t.co/9oJOXgZgdD"
X Link 2026-01-09T15:27Z [----] followers, [----] engagements
"$BAK $PBR OOPPS. $BAK $PBR Very good. It's scary to imagine what the price of natural gas will be this summer. https://t.co/HqPWoHmRgM $BAK $PBR Very good. It's scary to imagine what the price of natural gas will be this summer. https://t.co/HqPWoHmRgM"
X Link 2026-01-09T18:45Z [----] followers, [----] engagements
"$BAK $PBR Well next week will be extremely warm. Now it's clear why natural gas prices are falling"
X Link 2026-01-10T15:32Z [----] followers, [----] engagements
"$BAK $PBR Polypropylene has grown a little more. A trap $BAK $PBR The party goes on. https://t.co/rFd8OIBr0m $BAK $PBR The party goes on. https://t.co/rFd8OIBr0m"
X Link 2026-01-12T09:05Z [----] followers, [----] engagements
"$BAK $PBR Braskem Makes Coupon Payment Amid Ongoing Review of Debt Load The Brazilian firm made payments on dollar bonds maturing in [----] the people said asking not to be identified because the information isnt public. LINK: https://www.bloomberg.com/news/articles/2026-01-12/braskem-makes-coupon-payment-amid-ongoing-review-of-debt-load https://www.bloomberg.com/news/articles/2026-01-12/braskem-makes-coupon-payment-amid-ongoing-review-of-debt-load"
X Link 2026-01-12T16:36Z [----] followers, [---] engagements
"$BAK $PBR Polypropylene Prices Dec [--] -- [----] CNY/T Today Jan [--] -- [----] CNY/T"
X Link 2026-01-13T09:03Z [----] followers, [----] engagements
"$BAK You must read this post. Highlights from the Braskem Idesa debt restructuring update Jan 12: Company confirms running near-full capacity with new ethane terminal. [----] should show 32% revenue boost Margins and EBITDA will outperform for the next two years This is clearly the turnaround we were hoping https://t.co/Vviue8Tbjw Highlights from the Braskem Idesa debt restructuring update Jan 12: Company confirms running near-full capacity with new ethane terminal. [----] should show 32% revenue boost Margins and EBITDA will outperform for the next two years This is clearly the turnaround we"
X Link 2026-01-13T18:18Z [----] followers, [----] engagements
"$BAK $PBR Today Jan [--] -- [----] CNY/T $BAK $PBR Polypropylene Prices Dec [--] -- [----] CNY/T Today Jan [--] -- [----] CNY/T https://t.co/j1c0r8vZ9d $BAK $PBR Polypropylene Prices Dec [--] -- [----] CNY/T Today Jan [--] -- [----] CNY/T https://t.co/j1c0r8vZ9d"
X Link 2026-01-14T09:02Z [----] followers, [---] engagements
"$BAK $PBR And as usual here are two morning charts. Braskem Idesa S.A.P.I. 7.45% 19/29 rose 3.7% today"
X Link 2026-01-15T09:42Z [----] followers, [----] engagements
"$BAK $PBR Today Jan [--] -- [----] CNY/T Polypropylene"
X Link 2026-01-15T09:43Z [----] followers, [----] engagements
"$BAK $PBR 🟥One interesting thing I forgot to post today:🟥 PVC polyvinyl chloride prices although down 0.03% today have returned to their May [----] levels. They're also up 9.1% from their December 12th low"
X Link 2026-01-15T16:24Z [----] followers, [---] engagements
"$BAK $PBR What's going on Where are the credit rating agencies $BAK $PBR And as usual here are two morning charts. Braskem Idesa S.A.P.I. 7.45% 19/29 rose 3.7% today. https://t.co/rFkELvOynW $BAK $PBR And as usual here are two morning charts. Braskem Idesa S.A.P.I. 7.45% 19/29 rose 3.7% today. https://t.co/rFkELvOynW"
X Link 2026-01-16T09:06Z [----] followers, [----] engagements
"@Marcelo12650938 Well they recently gave it a "D" rating. And Braskem Idesa S.A.P.I. 7.45% 19/29 has grown by 35% during this time"
X Link 2026-01-16T09:27Z [----] followers, [---] engagements
"$BAK $PBR Braskem Idesa S.A.P.I. 745% 19/29 The party goes on.🟥🟥🟥 $BAK $PBR What's going on Where are the credit rating agencies https://t.co/70gBqjLLsA $BAK $PBR What's going on Where are the credit rating agencies https://t.co/70gBqjLLsA"
X Link 2026-01-21T10:46Z [----] followers, [----] engagements
"Based on https://valorinternational.globo.com/business/news/2026/01/23/petrobras-gets-more-sway-over-braskem.ghtml https://valorinternational.globo.com/business/news/2026/01/23/petrobras-gets-more-sway-over-braskem.ghtml"
X Link 2026-01-24T07:01Z [----] followers, [---] engagements
"$OPK $IBB OPKO Health: Deeply Mispriced Ahead Of Major Catalysts 🟥I believe OPKO Health will end [----] on a high note. 🟥In partnership with Merck Regeneron and BARDA it is developing ModeX's product candidates aimed at treating COVID-19 solid tumors and blood cancers"
X Link 2026-01-27T09:14Z [----] followers, [---] engagements
"$OPK $IBB OPKO Health: Deeply Mispriced Ahead Of Major Catalysts https://seekingalpha.com/article/4862813-opko-health-deeply-mispriced-ahead-of-major-catalysts https://seekingalpha.com/article/4862813-opko-health-deeply-mispriced-ahead-of-major-catalysts"
X Link 2026-01-27T09:14Z [----] followers, [---] engagements
"$PINS $SPY Reason three: traffic is growing. http://Pinterest.com http://Pinterest.com"
X Link 2026-01-31T08:38Z [----] followers, [---] engagements
"$PINS $SPY Pinterest's non-GAAP EPS is expected to be $2.35 in [----] which given its current share price equates to a P/E ratio of 9.42x. In turn this metric is 52% lower than the sector and its competitors including META and Amazon"
X Link 2026-01-31T11:06Z [----] followers, [---] engagements
"$PINS $SPY Forecast/Price Target. 🟥🟥🟥 +62.9% Upside"
X Link 2026-01-31T11:08Z [----] followers, [---] engagements
"$TEVA Phew. I remember writing my first article about Teva back in [----]. Link: Back then many people hated me saying Teva had no future. And today its shares have risen by over 20%. The chances that this great Israeli company will start paying dividends are increasing. This is just the beginning. Conclusion: Listen to yourself not the crowd. https://seekingalpha.com/article/4698039-teva-pharmaceutical-buy-this-bargain-before-its-gone https://seekingalpha.com/article/4698039-teva-pharmaceutical-buy-this-bargain-before-its-gone"
X Link 2025-11-05T18:50Z [----] followers, [---] engagements
"$PBR Petrleo Brasileiro S.A. - Petrobras informs that it has acquired the rights and obligations of the Union in Mero and Atapu units at the Non-Contracted Areas Auction held today by Pr-Sal Petrleo S.A. PPSA. The consortium formed by Petrobras (80%) in partnership with Shell Brasil Petrleo Ltda (20%) acquired the Unions 3.500% participation in the production sharing agreement of the Mero shared reservoir offering a final amount of R$ [-------------]. With this acquisition Petrobras increases its participation in the Mero shared reservoir from 38.60% to 41.40%. Additionally also in partnership"
X Link 2025-12-04T15:29Z [----] followers, [---] engagements
"🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ TO THE END.Since I've reached [----] subscribers firstly I want to thank each and every one of you. And secondly I'm more than convinced of the need to be more open with you. Therefore my performance is next mid-December [----]. 🍍71% of my ratings were profitable. 🍍+10.3% average return. 🍍98 ratings. Why To become better and I simply enjoy numbers graphs and communicating with the smartest people in various"
X Link 2025-12-17T08:35Z [----] followers, [----] engagements
"$BAK $PBR $PAGS Happy Carnival to my Brazilian friends"
X Link 2026-02-16T09:29Z [----] followers, [---] engagements
"$BAK $PBR WELL WELL WELL 🟥🟥🟥 Natural gas below $3. $BAK $PBR Excellent. But polymer prices need to continue to rise. https://t.co/19eeDmloIx $BAK $PBR Excellent. But polymer prices need to continue to rise. https://t.co/19eeDmloIx"
X Link 2026-02-16T09:25Z [----] followers, [---] engagements
"$BAK $PBR Excellent. But polymer prices need to continue to rise"
X Link 2026-02-09T05:13Z [----] followers, [----] engagements
"$BAK $PBR It'll be interesting to see if the US can do this. If so China will receive less cheap Iranian oil. Petrobras and Braskem will benefit. *TRUMP NETANYAHU AGREE ON MORE PRESSURE ON IRAN OVER OIL: AXIOS *TRUMP NETANYAHU AGREE ON MORE PRESSURE ON IRAN OVER OIL: AXIOS"
X Link 2026-02-15T13:12Z [----] followers, [---] engagements
"*TRUMP NETANYAHU AGREE ON MORE PRESSURE ON IRAN OVER OIL: AXIOS"
X Link 2026-02-14T19:57Z 2.5M followers, 126.9K engagements
"$BAK "This effect was partially offset by the TQPM starts of operations in September with [--] kbpd during the month." So [--] kbpd is the average for the third quarter. And in September they already increased it to [--]. Link: https://inversionistasbraskemidesa.com.mx/inversionistas/pdf/3Q2025_earnings_release.pdf $BAK $PBR Braskem Idesa TQPM began operations in 3Q25 adding [--] kbpd of spot ethane supply (6% of the [--] kbpd required for full utilization) with its role expected to increase over time. https://t.co/5ktYQmYmyT"
X Link 2026-02-13T19:36Z [----] followers, [---] engagements
"$BAK $PBR Braskem Idesa TQPM began operations in 3Q25 adding [--] kbpd of spot ethane supply (6% of the [--] kbpd required for full utilization) with its role expected to increase over time"
X Link 2026-02-13T19:33Z [----] followers, [----] engagements
"$BAK New Debt Profile as of September [----] US$ MM Interesting situation. Do those guys just want to get Braskem Idesa's assets"
X Link 2026-02-13T19:25Z [----] followers, [---] engagements
"$BAK $PBR There's no interesting news. But I did find Cleantho Leite Filho's post. "Terminal Quimica Puerto Mexico - running well" Who is he "In [----] he joined the Braskem team where he serves as director in several departments.""
X Link 2026-02-13T19:20Z [----] followers, [---] engagements
"$BAK $PBR THEY'RE JUST HOOLIGANS. GIVE ME THEIR ADDRESS whoever started these rumors yesterday. I'll send them a "Make Braskem Great Again" cap"
X Link 2026-02-13T11:08Z [----] followers, [---] engagements
"$BAK $PBR The strangest thing about this situation is that Braske's stock trading was temporarily suspended. Rumors of default were already circulating. Braskem issued a press release only a couple of hours later not within an hour of the rumors. That's just brutal. They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 https://t.co/bDsMrbtctq They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 https://t.co/bDsMrbtctq"
X Link 2026-02-13T04:24Z [----] followers, [----] engagements
"They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 $BAK #BRKM5 - As I supposed Braskem released that they dont have any non-payment debts with Banco do Brasil a big Brazilian Bank. The notice released was fake https://t.co/hDxHjNbYvM $BAK #BRKM5 - As I supposed Braskem released that they dont have any non-payment debts with Banco do Brasil a big Brazilian Bank. The notice released was fake https://t.co/hDxHjNbYvM"
X Link 2026-02-13T01:36Z 47.6K followers, 17.6K engagements
"$BAK Just in case I checked the polymer prices. They're stable. So as @calvinfroedge said MM is just playing with us"
X Link 2026-02-12T19:11Z [----] followers, [---] engagements
"$BAK Calvin you are such a wonderful person. I love you. @ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here https://t.co/ALurBVzDoD @ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here https://t.co/ALurBVzDoD"
X Link 2026-02-12T18:43Z [----] followers, [----] engagements
"@ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here"
X Link 2026-02-12T18:42Z 47.6K followers, [----] engagements
"$BAK $3.84 Just hooligans. Brazil I love you but this Braskem crap is driving me crazy"
X Link 2026-02-12T18:35Z [----] followers, [---] engagements
"$BAK So where's the news Should I go get some whiskey or some Pepsi"
X Link 2026-02-12T18:22Z [----] followers, [---] engagements
"$BAK $PBR Is this the end or what's happening"
X Link 2026-02-12T18:04Z [----] followers, [----] engagements
"$BAK Petrobras SAVE Braskem $PBR.A $PBR #Petrobras informs about #Braskem $BAK https://t.co/dVoyJqNqUW $PBR.A $PBR #Petrobras informs about #Braskem $BAK https://t.co/dVoyJqNqUW"
X Link 2026-02-12T16:39Z [----] followers, [----] engagements
"$PBR.A $PBR #Petrobras informs about #Braskem $BAK"
X Link 2026-02-12T15:16Z [----] followers, [----] engagements
"$BAK $PBR So I became curious and tried to estimate when Bill No. 14/2026 might reach the Senate. The starting point was PRESIQ. In that case the A matria vai ao Senado Federal status appeared on October [--] and the bill was formally registered in the Senate a week later. $BAK $PBR So from the good. So far the price of natural gas is trading around $3 (multi-month low). The price of polymers has stabilized and is trying to rise. 🟥 Polyvinyl rose to [----] CNY/T 🟥 Polypropylene rose to [----] CNY/T 🟥 Polyethylene rose to [----] CNY/T https://t.co/rffe10BVc9 $BAK $PBR So from the good. So far the"
X Link 2026-02-11T20:52Z [----] followers, [---] engagements
"$BAK $PBR So from the good. So far the price of natural gas is trading around $3 (multi-month low). The price of polymers has stabilized and is trying to rise. 🟥 Polyvinyl rose to [----] CNY/T 🟥 Polypropylene rose to [----] CNY/T 🟥 Polyethylene rose to [----] CNY/T"
X Link 2026-02-11T12:25Z [----] followers, [----] engagements
"$BAK $PBR The same status now applies to Bill No. 14/2026. 🟥 Based on this precedent I expect the bill to reach the Senate sometime next week with a vote potentially taking place within the following two weeks. After that it would move to President Lula for final approval"
X Link 2026-02-11T20:52Z [----] followers, [---] engagements
"$BAK $PBR $PAGS You dont have to like Lula. But Brazilian stocks and Brazils natural beauty are a must-love"
X Link 2026-02-11T17:22Z [----] followers, [----] engagements
"So I found this bill. No. 14/2026 🟥You can read the full text here: 🟥If you're interested I'll be publishing updates on it. https://www.camara.leg.br/proposicoesWeb/prop_mostrarintegracodteor=3081316 Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://t.co/JOoCe5Isdu https://www.camara.leg.br/proposicoesWeb/prop_mostrarintegracodteor=3081316 Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://t.co/JOoCe5Isdu"
X Link 2026-02-11T05:43Z [----] followers, [---] engagements
"Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://www1.folha.uol.com.br/mercado/2026/02/camara-aprova-reducao-de-imposto-que-custa-r-31-bi-e-beneficia-braskem.shtmlutm_source=twitter&=social&utm_campaign=twfolha https://www1.folha.uol.com.br/mercado/2026/02/camara-aprova-reducao-de-imposto-que-custa-r-31-bi-e-beneficia-braskem.shtmlutm_source=twitter&=social&utm_campaign=twfolha"
X Link 2026-02-11T00:56Z 8M followers, [----] engagements
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