@capytalmgmt Avatar @capytalmgmt Capytal Management

Capytal Management posts on X about $2722hk, $fnma, $fmcc, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 43.56% stocks 20.79% countries 16.83% technology brands 12.87% cryptocurrencies 4.95% automotive brands 2.97% travel destinations 1.98% currencies 1.98% social networks 1.98% luxury brands 0.99%

Social topic influence $2722hk #1, $fnma 13.86%, $fmcc 12.87%, in the 11.88%, $cyd #1, $1133hk #1, $tnzto 7.92%, china 7.92%, article 6.93%, center #2192

Top accounts mentioned or mentioned by @joinyellowbrick @illyquid @siyul @maiuspartners @iqbalyusuf1994 @chipflare @michaeljburry @gilescapital @floebertus @mvcinvesting @simeonresearch @jaminvest @azbroker @mcnamarabrief @dsvglobal @dbschenker @nvent @availinfra @tenazenergy @oilgastourist

Top assets mentioned China Yuchai International Ltd. (CYD) Cummins Inc. (CMI) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Validity (VAL) ACM Research, Inc. Class A Common Stock (ACMR) CatCoin (CAT) Alibaba Group (BABA) Berkshire Hathaway Inc Class B (BRK.B) American Express Company (AXP) Mastercard, Inc. (MA) Basis Cash (BAC) Ferrari N.V. (RACE) Boyd Gaming Corporation (BYD) Transocean LTD. (RIG)

Top Social Posts

Top posts by engagements in the last [--] hours

"Is This Happening Again Revisiting Another Old Friend $TNZ.TO"
X Link 2026-01-13T18:00Z [----] followers, [----] engagements

"@mvcinvesting According to the news release the research institution reserved a multi-thousand-GPU cluster very significant given that $NBIS total capacity is [-----] GPUs as of Mar/25 albeit expanding rapidly"
X Link 2025-06-10T08:42Z [----] followers, [----] engagements

"@illyquid Don't worry good news today - State Grid is launching its 3rd tender. Electricity meters energy meters and current transformers prices are up 44-47% vs the 2nd tender"
X Link 2025-11-13T03:00Z [----] followers, [----] engagements

"Can someone please tell me what is the source of outperformance of this portfolio for the next [--] years All seem fairly priced in to me $BRK.B $AXP $BYD $MA $BAC $RACE"
X Link 2026-02-12T05:30Z [----] followers, [----] engagements

"I can see $RIG trending towards $GMS.L metrics-wise post-merger: high utilization rate dayrates trending up and deleveraging the balance sheet to the point where equity holders can receive distributions as well (either buybacks or dividends). Incredible fleet oil majors offsetting production declines by investing in long-term deepwater projects makes a lot of sense. This is the best page to follow on anything offshore $RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm of"
X Link 2026-02-14T16:29Z [----] followers, [----] engagements

"If Seedance [---] is indeed China's ChatGPT moment my circle of competence tells me to focus on power equipment and data center supply chain stocks that are still trading at decent valuations (not the 70x P/E stocks please) Power equipment: $1133.HK Data center supply chain: diesel engine block ($2722.HK $CYD $2338.HK) $ACMR cooling ($1651.HK) Transformers: $600089.SH Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes."
X Link 2026-02-14T18:09Z [----] followers, [---] engagements

"If Seedance [---] is indeed China's ChatGPT moment my circle of competence tells me to focus on power equipment and data center supply chain stocks that are still trading at decent valuations (not the 70x P/E stocks please) Power equipment: $1133.HK Data center supply chain: diesel engine block ($2722.HK $CYD $2338.HK) $ACMR cooling ($1651.HK) Transformers: $600089.SH Unlike the developed world China doesn't have a power shortage issue. Utilities in China (like $VST $TLN) are unlikely to see a major surge in electricity prices absent extraordinary events. There is ample power capacity and"
X Link 2026-02-14T18:33Z [----] followers, 10.5K engagements

"@SimeonResearch_ I believe that $PSIX's moat is much smaller than $CAT and $CMI. It focuses more on the generator assembly side rather than engine manufacturing. I like it since it is growing much faster and more pure-play. XMH I think I wanna be involved again once they solve the tax issue"
X Link 2025-10-31T17:32Z [----] followers, [---] engagements

"Just found a company that sells diesel engine components to BOTH Chongqing M&E $2722.HK and $CYD They also sell components to BYD and Seres and recently added another large undisclosed NEV customer 20x 2026E P/E though Slightly on the high side but supported by 30% revenue growth and 76% earnings growth $603950.SH Xiangyang Changyuandonggu Industry Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf"
X Link 2025-11-26T14:33Z [----] followers, [----] engagements

"Seeing multiple sources quoting Bytedance is tendering 1GW DC in Inner Mongolia Kaiyuan Securities is estimating 5GW of new AIDC capacity in China in [----] and another 8-10 GW in [----] Why Inner Mongolia Green low cost power cheaper land natural cooling due to cold climate and low latency to Beijing (5 milliseconds) $2722.HK $CYD Maybe $GDS $BIDU are interesting too https://twitter.com/i/web/status/2010286599171682555 https://twitter.com/i/web/status/2010286599171682555"
X Link 2026-01-11T09:44Z [----] followers, 28.7K engagements

"Behind the paywall some companies have not been previously mentioned One company: similar to $2722.HK $CYD but with another interesting product Another company: similar to $APM.TO $SBI.TO Is SK Hynix in the portfolio given my prior tweets Portfolio Update (Incoming Paywall) Annual 50% return goal achieved in [----] Subscribe to see my latest portfolio https://t.co/YBGgg5MHSY Portfolio Update (Incoming Paywall) Annual 50% return goal achieved in [----] Subscribe to see my latest portfolio https://t.co/YBGgg5MHSY"
X Link 2026-01-23T03:17Z [----] followers, [----] engagements

"@siyul Thanks for the writeup Any thoughts on gold streaming (royalty) companies vs miners in general"
X Link 2026-01-25T14:38Z [----] followers, [----] engagements

"Apologies for the spam Another China AIDC news $BABA: Alibaba is considering increasing its AI capex from RMB380b to RMB480b over the next [--] years (+26%) one year after announcing this goal Let's see if there is any indication in their next earnings call $2722.HK $CYD $2338.HK Takeaways from the CYD IPO Prospectus Another datapoint for China AIDC buildout Link in bio https://t.co/e5nVa5O0K5 Takeaways from the CYD IPO Prospectus Another datapoint for China AIDC buildout Link in bio https://t.co/e5nVa5O0K5"
X Link 2026-01-29T15:36Z [----] followers, [----] engagements

"Timely Rate Hike Sought at Jan. BOJ Meeting: Summary Still upside to Japanese regional banks $8393.T $8392.T $8399.T $8386.T https://www.nippon.com/en/news/yjj2026020200281/ (Slightly Outdated Article) Banking on These Low Multiples $8393.T $8399.T Given the latest developments in the Japanese Government Bond yield curves I decided to publish this article I wrote in Nov/25. It was not published because I was working on other ideas and the https://t.co/aMamNYVT85 https://www.nippon.com/en/news/yjj2026020200281/ (Slightly Outdated Article) Banking on These Low Multiples $8393.T $8399.T Given"
X Link 2026-02-03T08:10Z [----] followers, [---] engagements

"Here is Mizuho's Dec/25 quarterly earnings The loan yield is picking up much faster than cost of deposits due to rate hikes NIM on Japanese loans increased from 0.76% in FY23 to 1.08% in the latest quarter"
X Link 2026-02-03T08:14Z [----] followers, [---] engagements

"National Bank raised $TNZ.TO target price to $66 from $52. Chill out https://www.theglobeandmail.com/investing/markets/inside-the-market/article-tuesdays-analyst-upgrades-and-downgrades-280/intcmp=gift_expired Is This Happening Again Revisiting Another Old Friend $TNZ.TO https://t.co/W64O0eKaQz https://www.theglobeandmail.com/investing/markets/inside-the-market/article-tuesdays-analyst-upgrades-and-downgrades-280/intcmp=gift_expired Is This Happening Again Revisiting Another Old Friend $TNZ.TO https://t.co/W64O0eKaQz"
X Link 2026-02-03T16:38Z [----] followers, [---] engagements

"Does anyone know Sumitomo Bakelite ($4203.T) One of the top suppliers of EMC a key material mentioned in the article (wraps the chip to protect it from damage and dust maintains the stacked chips and manages heat) This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why"
X Link 2026-02-04T09:13Z [----] followers, [----] engagements

"I think anyone can rate credit but being a credit rating firm requires a SEC license to become a NRSRO. Not saying its hard to obtain though but also dont think the market or the government needs [---] credit rating firms Why can't it Why can't it"
X Link 2026-02-04T10:02Z [----] followers, [---] engagements

"Great article The credit market is sometimes lost in retail investors' minds but a key barometer of the overall health of financial markets. Did not think about the refinancing risk much regarding BDCs until I came across this post Lot of questions about BDCs lately. Wrote a primer. What they are. How the fees work. Why the liability side can blow up faster than the asset side. Check out Part [--] here (link below): https://t.co/Pg4K4yQpHK Lot of questions about BDCs lately. Wrote a primer. What they are. How the fees work. Why the liability side can blow up faster than the asset side. Check out"
X Link 2026-02-10T07:44Z [----] followers, [---] engagements

"@Jam_invest I didn't understand what that fish farm was and didn't buy"
X Link 2026-02-12T11:10Z [----] followers, [---] engagements

"Let's add another one to this funny accounting thread - this time it is $META's data center joint venture in Louisiana - $12.3b minimum lease commitment beginning in [----]. 4-year initial lease term option to renew for a total lease period of [--] years - Residual value guarantee in case $META terminates the lease making up the shortfall in lease payments - Estimated maximum exposure to loss is $46b Guess what this data center is NOT consolidated in $META's financials. They claim they don't have the power to direct the activities of the data center and are not the primary beneficiary of the"
X Link 2026-02-12T11:25Z [----] followers, [---] engagements

"https://gu.qq.com/resources/shy/news/detail-v2/index.html#/indexid=nesSN20260211204108a6ef0d2e&s=b&prefer_reader_view=1&prefer_safari=1 https://www.hegang.gov.cn/hegang/hgxw/202601/84747.shtml https://gu.qq.com/resources/shy/news/detail-v2/index.html#/indexid=nesSN20260211204108a6ef0d2e&s=b&prefer_reader_view=1&prefer_safari=1 https://www.hegang.gov.cn/hegang/hgxw/202601/84747.shtml"
X Link 2026-02-13T11:05Z [----] followers, [---] engagements

"@chipflare If I can figure out which one wins in the next [--] months (or even the next month) I would invest. My only worry is that it turns into $BABA vs Meituan instant retail or the electric vehicle industry"
X Link 2026-02-14T18:29Z [----] followers, [---] engagements

"Another natural gas equipment supplier Yantai Jereh Oilfield Services Group is up 8% today after announcing a partnership with Kawasaki Heavy Industries to enter the North American data center market Himile Mechanical Science and Technology (002595) is quite interesting Three Segments #1 (52% of revenue) Tire molds to motorcycles aircrafts passenger cars and commercial vehicles #2 (37% of revenue) Casting and precision machining of natural gas and wind turbine parts (GE https://t.co/oRnZgUnE6X Himile Mechanical Science and Technology (002595) is quite interesting Three Segments #1 (52% of"
X Link 2025-12-26T03:11Z [----] followers, [----] engagements

"Quick article summarizing the recent developments in China's AIDC market $2722.HK $CYD $GDS $BIDU"
X Link 2026-01-13T08:46Z [----] followers, [----] engagements

"The timing of my latest article could not have been funnier. This is two hours after my article came out: $GDS: DayOne repurchased US$385m worth of its shares from GDS. Same valuation as DayOne's Series C funding round when it raised US$2b a week ago. Money to be used to invest in the core business in China GDS is increasingly excited about China's AIDC development Quick article summarizing the recent developments in China's AIDC market $2722.HK $CYD $GDS $BIDU https://t.co/muGouNonVS Quick article summarizing the recent developments in China's AIDC market $2722.HK $CYD $GDS $BIDU"
X Link 2026-01-13T13:14Z [----] followers, [----] engagements

"$600589 Dawei Technology could be the training version of $GDS's inference-focused land bank based on the asset locations. 130MW planned capacity in Zhangbei Hebei with 60MW already delivered to a leading internet client (rumored to be ByteDance) expecting RMB163m of annual revenue. 600MW planned capacity in Taibus Banner Inner Mongolia. Construction in [--] 120MW phases starting in Oct/25. These computing capacities serve the demand from the Beijing-Tianjin-Hebei region. Integrated source-grid-load-storage + AIDC in line with government policies. A near-term catalyst includes winning some of"
X Link 2026-01-15T16:57Z [----] followers, [---] engagements

"Weichai Power $2338.HK might be interesting Competitor to $1133.HK and $CYD for domestic diesel engines Signed SOFC license with Ceres Power for SOFC manufacturing Accelerating earnings and revenue growth helped by the transition to renewable solutions and AIDC"
X Link 2026-01-26T12:15Z [----] followers, [----] engagements

"@MaiusPartners $PSIX could be $2338.HK way to enter the US power market. I think between them there is not a lot of related-party sales"
X Link 2026-01-26T15:16Z [----] followers, [---] engagements

"Can HongKong Land (H78) work from here - Recycling capital to pay down debt/daily share buybacks. 70% of US$4b [----] target already completed - Trades at 62% of NAV - Launching SG's largest private RE fund already seeded some prime assets to the fund with the intention to grow to US$100b AUM by [----] - Chief Commercial Officer and CIO bought shares this month - Rates likely coming down HK commercial markets revaluation https://twitter.com/i/web/status/2017169382708023787 https://twitter.com/i/web/status/2017169382708023787"
X Link 2026-01-30T09:33Z [----] followers, [----] engagements

"For the folks waiting for $2722.HK earnings Cummins $CMI already gave a partial answer in their Q4/25 earnings: The CQC JV earnings increased by 133% in Q4/25 and 48% for FY25 Let's see how much CHET makes $2722.HK $2722.HK"
X Link 2026-02-10T10:20Z [----] followers, [----] engagements

"Are moats really worth paying up so much $SPGI is guiding 6-8% revenue growth and 10% EPS growth for [----] yet it trades at 21x forward P/E despite today's share price decline This doesn't include potential issues in their Market Intelligence business. I like their Ratings and Indices businesses though https://twitter.com/i/web/status/2021267674119143477 https://twitter.com/i/web/status/2021267674119143477"
X Link 2026-02-10T16:59Z [----] followers, [----] engagements

"$1133.HK January recap Revenue +34% Net income +20% Announced [--] new project signings too (lost count of how many project wins they secured) $1133.HK Well there it is Profits +57% yoy driven by revenue growth and improved product profitability. This is despite tougher comps due to a $500m credit impairment reversal last year https://t.co/Y2hSc4oOti $1133.HK Well there it is Profits +57% yoy driven by revenue growth and improved product profitability. This is despite tougher comps due to a $500m credit impairment reversal last year https://t.co/Y2hSc4oOti"
X Link 2026-02-13T11:04Z [----] followers, [----] engagements

"Please follow them they are much smarter than me I met some smart guys in Singapore while going through their stock market. They are very underfollowed: @Iqbal_yusuf1994 @illyquid @capytalmgmt I met some smart guys in Singapore while going through their stock market. They are very underfollowed: @Iqbal_yusuf1994 @illyquid @capytalmgmt"
X Link 2026-02-13T15:41Z [----] followers, [----] engagements

"Pretty funny because I literally started looking at it today I think $RDDT made a great point about being the authentic deep engagement platform in today's algo-driven genAI society where there is a lack of trust Advertisers seem to like the direct feedback from Reddit comments making them more willing to place ads $RDDT likes to sandbag guidance. They guided 50% revenue growth for the past few quarters and revenue actually grew 70-80%. Not surprised if they beat their Q1/26 guidance easily That's all I know so far https://twitter.com/i/web/status/2022340903017533904"
X Link 2026-02-13T16:03Z [----] followers, [---] engagements

"Looks like Bytedance will deploy chips at a rapid pace soon Alibaba is also considering increasing its planned three-year capex investment in AI infrastructure from RMB380b to RMB480b Tencent is relatively quiet on the sidelines Let's see if this translates into more data center tenders and large buildouts $2722.HK $2338.HK $CYD Follow-up on ByteDances chip ambitions: Chinese outlet LanJing News reports the company is now scaling up hiring for its chip team across Beijing Shanghai and Shenzhen. Roles span chip architecture SoC design and more. Key detail: the team has already taped out"
X Link 2026-02-15T17:42Z [----] followers, [----] engagements

"$PSIX earnings were bad less because of Q3 but more because of the full-year revenue growth rate plus lower margins signalling a major growth deceleration. The drop in my view is justified $PSIX down 10% with good reports from $CAT and $CMI Is this time different from $2722.HK or more the same $PSIX down 10% with good reports from $CAT and $CMI Is this time different from $2722.HK or more the same"
X Link 2025-11-07T05:24Z [----] followers, [----] engagements

"$2722.HK - Another roadshow was conducted on Nov 5-6. Good [----] FY outlook and riding the wave of data center buildout grid upgrades across Europe and power infra buildut in emerging markets. Long-term beneficiary of the Yarlung Tsangpo River Project as well $2722.HK - Sneak peek of Chongqing Cummins joint venture's Q3 earnings from Cummins. +53% earnings growth is pretty nice (33% YTD showing acceleration) Curious what they will say about China's data center market in the earnings call https://t.co/FWKA3tbT3w $2722.HK - Sneak peek of Chongqing Cummins joint venture's Q3 earnings from"
X Link 2025-11-07T11:15Z [----] followers, [----] engagements

"Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out"
X Link 2025-11-09T08:42Z [----] followers, [----] engagements

"Thanks for the shoutout Please follow @illyquid very high-quality content Stf fits squarely in the small following Japanese pfp account category that generates alpha. Also recommend @capytalmgmt Stf fits squarely in the small following Japanese pfp account category that generates alpha. Also recommend @capytalmgmt"
X Link 2025-11-10T04:06Z [----] followers, [---] engagements

"Hopefully $BQF.SI XMH Holdings resolves its tax issues to capitalize on this exponential growth Malaysias data center capacity will more than quadruple beyond [----] to 4GW from 835MW now to become one of the largest data center markets in the Asia-Pacific region media report noting hotspots include Johor Kuala Lumpur and Cyberjaya. Data centers consume around 27000MW Malaysias data center capacity will more than quadruple beyond [----] to 4GW from 835MW now to become one of the largest data center markets in the Asia-Pacific region media report noting hotspots include Johor Kuala Lumpur and"
X Link 2025-11-10T07:38Z [----] followers, [----] engagements

"Good day for the stock - Let's see if it has more room to go still trading at a modest multiple Link below for the folks who haven't seen the latest updates https://capytalmanagement.substack.com/p/quick-updates-on-chongqing-machineryr=oqugx Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf https://capytalmanagement.substack.com/p/quick-updates-on-chongqing-machineryr=oqugx Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf"
X Link 2025-11-10T10:59Z [----] followers, [---] engagements

"@Iqbal_yusuf1994 Great find I passed this one because I was worried about their borrowing and related party loan missed out another one"
X Link 2025-11-10T16:18Z [----] followers, [---] engagements

"Just follow this man @Iqbal_yusuf1994 $1416.HK ++200% return in [--] months. This is my second two-bagger this year after $DBO.TO. Even after a 200% run the stock is still trading at a negative EV. https://t.co/GJG8jR3kCU $1416.HK ++200% return in [--] months. This is my second two-bagger this year after $DBO.TO. Even after a 200% run the stock is still trading at a negative EV. https://t.co/GJG8jR3kCU"
X Link 2025-11-10T16:43Z [----] followers, [----] engagements

"Miyazaki Bank ($8393.T) looks interesting - 7x forward P/E 27% earnings growth increased dividends by 64% to 3.5% yield 0.4x P/B bought back 1.4% of S/O (not a lot but something to start). Looks like a safe bank"
X Link 2025-11-12T15:39Z [----] followers, [----] engagements

"You are being too kind. Out of $3393.HK competitors like $603556 $601567 $300360 only $603556 is growing (flipped back to growth in Q3/25 YTD is still in decline) $3393.HK definitely doing something right There are such incredible folks on this platform. $3393 There are such incredible folks on this platform. $3393"
X Link 2025-11-13T03:56Z [----] followers, [----] engagements

"Nam Cheong - something is smelling I estimate the company is still trading at 5x EV/EBIT with good revenue and earnings visibility due to contracts Not holding the stock right now but evaluating the situation $1MZ.SI Happy to share my views on Nam Cheong Ltd (SGX: 1MZ) an OSV owner in Malaysia. Capy loves surfing https://t.co/A1GIzS74m5 https://t.co/ZgYUWr5vvD Happy to share my views on Nam Cheong Ltd (SGX: 1MZ) an OSV owner in Malaysia. Capy loves surfing https://t.co/A1GIzS74m5 https://t.co/ZgYUWr5vvD"
X Link 2025-11-13T07:14Z [----] followers, [----] engagements

"Portfolio Update Mistakes Controversial AI Capex Commentary Capytal Management's most controversial article so far Beware"
X Link 2025-11-14T10:46Z [----] followers, [----] engagements

"Capyviction right there Bro is 45% allocated to my left field picks. $9998 $1416 https://t.co/s3KDCawJE9 Bro is 45% allocated to my left field picks. $9998 $1416 https://t.co/s3KDCawJE9"
X Link 2025-11-14T12:17Z [----] followers, [----] engagements

"$TLN Talen Energy is doing the right things - upsizing the buyback and negotiating lower interest rates on their loans. Looking forward to seeing what they can do in 2025"
X Link 2024-12-23T11:22Z [----] followers, [---] engagements

"@AZbroker $FNMA and $FMCC got to exit c-ship at some point and seems like this is the perfect time to do so. Hopefully us shareholders get rightfully rewarded"
X Link 2025-01-12T17:47Z [----] followers, [---] engagements

"Things have gotten wild for $FNMA and $FMCC"
X Link 2025-01-14T16:13Z [----] followers, [---] engagements

"Long COSCO Shipping (1919 HK) the direct beneficiary of the frantic bidding of container vessels to deliver goods to the US before Christmas. Apparently needs to be booked by July. Retailers in the US have 50% of their goods sales during Christmas very important deadline #BREAKING CHINA MOFCOM: UNITED STATES WILL (I) MODIFY THE APPLICATION OF THE ADDITIONAL AD VALOREM RATE OF DUTY ON ARTICLES OF CHINA. US TARIFFS ON CHINA TO INCLUDE A 10% BASE PLUS A 20% FENTANYL LEVY. CHINA TO REVISE ADDITIONAL TARIFFS ON US GOODS. CHINA WILL MODIFY https://t.co/mgc6D0PmKr #BREAKING CHINA MOFCOM: UNITED"
X Link 2025-05-12T07:23Z [----] followers, [---] engagements

"Please see my latest article on some of my recent investments $1211.HK #BYD $BYDDY $BYDDF $1133.HK #HEI #HarbinElectric $1919.HK #Coscoshipping #Cosco #Shipping $2145.HK #ShanghaiChicmax $VAL Quick update on Tenaz as well - $TNZ.TO Link in bio"
X Link 2025-05-13T13:23Z [----] followers, [---] engagements

"@McNamara_Brief @DSV_global @DBSchenker @nVent @AvailInfra @TenazEnergy Tenaz $TNZ.TO was essentially gifted the NAM assets for free because they spent a net EUR8m for an asset generating EUR100m a year. I have written a few articles on the deal if you would like to learn more"
X Link 2025-05-25T05:49Z [----] followers, [---] engagements

"@oilgastourist $VLE.TO capital allocation can definitely improve with so much cash on hand and cash flow from ops. I know they been mentioning M&A for a while but don't know if that is happening. Cash drag is causing stock to remain flat"
X Link 2025-07-09T12:14Z [----] followers, [---] engagements

"Established starter positions in XMH Holdings $BQF.SI and $OKP $5CF.SI both undervalued (single-digit PE) with growth trajectory in diesel engine/generators and Singapore construction (particularly cycling paths). Founder owns significant shares let's see"
X Link 2025-08-20T12:55Z [----] followers, [----] engagements

"Established core position in Serabi Gold $SBI.TO #SRB.L. Unsure why a gold miner growing production by 20-25% this year and another 30% next year expecting to find 1.5-2m ounces of gold (against 60k production in 2026E) want to return FCF etc is trading at 3-4x earnings"
X Link 2025-08-25T16:34Z [----] followers, [----] engagements

"$FNMA $FMCC BOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOM https://t.co/6WOlvtAJOE BOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOM https://t.co/6WOlvtAJOE"
X Link 2025-08-27T11:59Z [----] followers, [----] engagements

"$FNMA $FMCC what is happening"
X Link 2025-09-03T17:29Z [----] followers, [----] engagements

"Ka-ching Ka-ching Gold mine stocks are gold And $TNZ.TO learnings on investment research with real-life examples $SBI.TO $SRB.L $5TP (CNMC Goldmine) $GG.V Discover Gold in Gold Miner Stocks https://open.substack.com/pub/capytalmanagement/p/discover-gold-in-gold-miner-stocksr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/discover-gold-in-gold-miner-stocksr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-22T12:40Z [----] followers, [----] engagements

"$SBI.TO #SRB with great production numbers heading into a higher gold prices environment in Q3. Fantastic Q3 [----] production results and operational highlights Operational highlights: 📈 Record quarterly gold production of [-----] oz ⛏ [----] m of horizontal development 🪙Cash at [--] Sept 2025: $38.8m ✅On track to achieve [----] production guidance https://t.co/bNi5wSQz3K https://t.co/NItY5DcbtJ Q3 [----] production results and operational highlights Operational highlights: 📈 Record quarterly gold production of [-----] oz ⛏ [----] m of horizontal development 🪙Cash at [--] Sept 2025: $38.8m ✅On track to"
X Link 2025-10-14T12:09Z [----] followers, [---] engagements

"Found this interesting company called Wiseway Group $WWG.AX a logistics and fulfilment company in Australia with an expanding presence in the US. Focused on e-commerce product import trades at 8x P/E and 3x EBITDA with 66% revenue growth not sure if sustainable though"
X Link 2025-10-24T10:23Z [----] followers, [----] engagements

"$1627.HK Able Engineering - building construction company in HK 8% dividend yield and 4x P/E adjusted for land impairment charges. 14% revenue growth and Northern Metropolis theme. Issue is excessive comp and family ties"
X Link 2025-11-11T09:57Z [----] followers, [----] engagements

"Thank you for following The mission to promote capybara continues"
X Link 2025-11-12T07:20Z [----] followers, [---] engagements

"After the end of FY25 Kwan Yong $9998.HK announced three contract wins totalling $303m (in SGD) [--]. $151m redevelopment of a junior college [--]. $56m development of a nursing home [--]. $96m development of a nursing home Total updated backlog: $656m $9998.HK made $240m revenues in FY25 at 5% net margins. Quick math: If we assume the company stops taking on new contracts they should make $33m of net income from current backlog. Adding $50m of cash net of deferred revenue means their bottom line valuation should be at least $83m vs current market cap of $48m as of Dec [--] [----] Stock doesn't care about"
X Link 2025-12-23T16:28Z [----] followers, [----] engagements

"Since this article came out the company announced another contract win bringing the backlog from $540m to $607m. Looking forward to hearing their capital return plans Low multiple contractual cash flows rapid deleveraging and shareholder returns rising day rates and high asset utilization Check out this new article https://t.co/yw7UfuytyS Low multiple contractual cash flows rapid deleveraging and shareholder returns rising day rates and high asset utilization Check out this new article https://t.co/yw7UfuytyS"
X Link 2026-01-02T17:27Z [----] followers, [----] engagements

"$600589 Dawei Technology might be the Inner Mongolia version of $GDS 600MW confirmed planned capacity with an additional 1GW of development potential signed agreement with local government in Feb/25 already"
X Link 2026-01-11T14:19Z [----] followers, [----] engagements

"Cementing its Turnaround New article out How good can a cement company be Link in bio $2233.HK"
X Link 2026-01-25T09:52Z [----] followers, [----] engagements

"$1133.HK Yang Hongyong former member of the Standing Committee of the CPC Committee and former Secretary of the Discipline Inspection Commission of Harbin Electric Group Co. Ltd. is under investigation Doesn't seem like a big deal given 1) He has voluntarily surrendered and 2) He "retired" (or forced out) in Oct/24. Let's see what happens when markets open"
X Link 2026-01-25T16:35Z [----] followers, [----] engagements

"@siyul APM is LOM extension in the US + silver processing facility in Bolivia [----] is after the 2nd largest shareholder finishes selling and earnings release"
X Link 2026-01-26T05:25Z [----] followers, [---] engagements

"Turns out it is nothing burger If I am not mistaken a profit alert should be published soon Usually at the end of Jan / early Feb $1133.HK Yang Hongyong former member of the Standing Committee of the CPC Committee and former Secretary of the Discipline Inspection Commission of Harbin Electric Group Co. Ltd. is under investigation Doesn't seem like a big deal given 1) He has voluntarily surrendered and $1133.HK Yang Hongyong former member of the Standing Committee of the CPC Committee and former Secretary of the Discipline Inspection Commission of Harbin Electric Group Co. Ltd. is under"
X Link 2026-01-26T09:33Z [----] followers, [----] engagements

"$1133.HK Well there it is Profits +57% yoy driven by revenue growth and improved product profitability. This is despite tougher comps due to a $500m credit impairment reversal last year Turns out it is nothing burger If I am not mistaken a profit alert should be published soon Usually at the end of Jan / early Feb Turns out it is nothing burger If I am not mistaken a profit alert should be published soon Usually at the end of Jan / early Feb"
X Link 2026-01-26T13:58Z [----] followers, [----] engagements

"Sad news at $SBI.TO Production growth is important but worker safety is essential. Second fatality since Jul/24"
X Link 2026-01-26T15:47Z [----] followers, [---] engagements

"West China Cement $2233.HK GF Securities: Overproduction control combined with the carbon market continues to optimize cement supply - Estimated cement clinker utilization in 2024/25 will be 53%/50% a severe overcapacity - 2026/27 will see supply-side policy control phase out excessive and outdated production capacity - 200m tons of clinker capacity exited markets by the end of [----] will reach 250m tons by Q1/26 - Outdated carbon-intensive plants will spend more on carbon allowance purchases by [----] forcing capacity exits - Capacity utilization to improve in [----] better profitability"
X Link 2026-01-27T07:03Z [----] followers, [---] engagements

"$MU SK Hynix Micron will invest US$24 billion to build a massive NAND Flash memory chip fab in Singapore amid a shortage of the chips with output seen in [----] media report adding 98% of Microns NAND chips are made in Singapore now and it is currently building a $7 billion HBM packaging Micron will invest US$24 billion to build a massive NAND Flash memory chip fab in Singapore amid a shortage of the chips with output seen in [----] media report adding 98% of Microns NAND chips are made in Singapore now and it is currently building a $7 billion HBM packaging"
X Link 2026-01-27T07:54Z [----] followers, [---] engagements

"$3393.HK Wasion spinning off Wayon Energy its smart distribution grids data center and new energy storage business. Of course I sold after Boyu's investment. I can make an ETF called Capy's former holdings and it will likely outperform the markets"
X Link 2026-01-27T10:24Z [----] followers, [----] engagements

"$TNZ.TO Organic growth: NBC shows production until [----] company expects "well beyond that" even without M&A High netbacks: not just in TTF but operating leverage from highly fixed cost operations M&A: pipeline better than ever has been. Earned credibility with sellers governments dealers from past deals. "Will be opportunities in Netherlands" Netherlands support: no royalties EBN front-runs some seismic investments wants more activity LNG economics: goes negative in [----] forward curve. LNG capacity forecasts exceed demand. Negative netback makes it difficult to finance and fulfil FID. Dont"
X Link 2026-01-27T18:32Z [----] followers, [---] engagements

"Agreeing with you all here Combine all of this with the resumption of the China AIDC buildout (Alibaba/ByteDance partnership mentioned there) and we could see a combination of earnings growth + re-rating I can only agree with Uncle Bao on this one. Lenovo https://t.co/DvjcSLjl0e is probably too cheap here at single digit ntm earnings net cash position and its largest shareholder scooping up shares. https://t.co/JMuD25Hh5T I can only agree with Uncle Bao on this one. Lenovo https://t.co/DvjcSLjl0e is probably too cheap here at single digit ntm earnings net cash position and its largest"
X Link 2026-01-28T07:20Z [----] followers, [----] engagements

"$GMS.L Fantastic update @kab604 Incredible delivery by this team $GMS.L 🫡 https://t.co/EWHqEyQG0D @kab604 Incredible delivery by this team $GMS.L 🫡 https://t.co/EWHqEyQG0D"
X Link 2026-01-28T08:50Z [----] followers, [---] engagements

"Takeaways from the CYD IPO Prospectus Another datapoint for China AIDC buildout Link in bio"
X Link 2026-01-29T09:12Z [----] followers, [----] engagements

"https://open.substack.com/pub/capytalmanagement/p/cyd-ipo-prospectus-more-on-chinar=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/cyd-ipo-prospectus-more-on-chinar=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-29T11:17Z [----] followers, [---] engagements

"@blondesnmoney At least owning SK Hynix can give indirect exposure to Kioxia still sad"
X Link 2026-01-30T03:45Z [----] followers, [---] engagements

"$MSFT 10-Q Accounting nerd alert Pretty interesting equity method accounting standard that I have never seen before until today called the hypothetical liquidation at book value (HLBV). In the past $MSFT reflected its equity method investment in OpenAI based on its proportionate share of OpenAI's earnings meaning whatever OpenAI's earnings were multiplied by $MSFT's ownership % would equal $MSFT's equity method earnings. Since OpenAI incurs losses $MSFT would report negative equity method earnings from OpenAI under Other Income (Other net). After OpenAI's reorganization into a public benefit"
X Link 2026-01-30T16:31Z [----] followers, [--] engagements

"Something looks weird in the $MSFT 10-Q. OpenAI earnings can now play hide and seek This accounting method appears uncommon almost looking like something needs to be hidden This accounting method created $10 billion in net income and discontinues future net loss recognition Channeling my inner @michaeljburry on a Friday night Pretty interesting equity method accounting standard that I have never seen before until today called the hypothetical liquidation at book value (HLBV). In the past $MSFT reflected its equity method investment in OpenAI based on its proportionate share of OpenAI's"
X Link 2026-01-30T16:42Z [----] followers, [---] engagements

"$2722.HK CCTV reports on exploding order backlog for UHV large capacity transformers from domestic & foreign customers including North American ones especially from AI customers. There are [----] transformer companies in China mostly in Guangdong & Jiangsu. 60% of global capacity. A https://t.co/mesukCSTCt CCTV reports on exploding order backlog for UHV large capacity transformers from domestic & foreign customers including North American ones especially from AI customers. There are [----] transformer companies in China mostly in Guangdong & Jiangsu. 60% of global capacity. A"
X Link 2026-02-01T07:21Z [----] followers, [----] engagements

"Adding $TNZ.TO at these prices - sometimes the best ideas are the ones we already have"
X Link 2025-01-29T13:20Z [----] followers, [---] engagements

"The previous post had the wrong backlog number for Feb/25 backlog is growing not declining"
X Link 2025-10-31T13:31Z [----] followers, [---] engagements

"@rubicon59 Agreed on this one they would rather own 80% of a more valuable $FNMA $FMCC rather than 99% of a much less valuable $FNMA $FMCC. Imagine seeing the stock price crash as they put this stake into the SWF and upset all the banks and HFs"
X Link 2025-08-27T06:19Z [----] followers, [---] engagements

"A brief summary of $FNMA and $FMCC hope this helps anyone who wants to get up to speed and hope they exit conservatorship quickly https://open.substack.com/pub/capytalmanagement/p/long-shot-investment-idear=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/long-shot-investment-idear=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-01-10T08:17Z [----] followers, [----] engagements

"Insider buy for $FNMA [------] (not 23k shares) but still a positive I guess Got a confirmed insider buy on $fnma by the COO for 23k shares at $6.33 but yes tell me how they're too risky https://t.co/EzYhtOEjzc Got a confirmed insider buy on $fnma by the COO for 23k shares at $6.33 but yes tell me how they're too risky https://t.co/EzYhtOEjzc"
X Link 2025-01-25T14:02Z [----] followers, [----] engagements

"$FNMA and $FMCC are gaining traction Uplisting and writing off the SPS will hopefully be the next catalyst A brief summary of $FNMA and $FMCC hope this helps anyone who wants to get up to speed and hope they exit conservatorship quickly https://t.co/v6khunPdO6 https://t.co/gNBAG9QIeG A brief summary of $FNMA and $FMCC hope this helps anyone who wants to get up to speed and hope they exit conservatorship quickly https://t.co/v6khunPdO6 https://t.co/gNBAG9QIeG"
X Link 2025-05-25T05:43Z [----] followers, [----] engagements

"$FNMA $FMCC after the Trump tweet their shares (even after the rise) are actually less risky compared to in January when privatization of the GSEs was more speculative in nature. I think their shares are more interesting at current levels Capy capy $FNMA and $FMCC are gaining traction Uplisting and writing off the SPS will hopefully be the next catalyst $FNMA and $FMCC are gaining traction Uplisting and writing off the SPS will hopefully be the next catalyst"
X Link 2025-05-25T13:27Z [----] followers, [----] engagements

"Here are my latest thoughts on $FNMA and $FMCC since my last article in January. The risk becomes lower as share price goes up. Hopefully the momentum continues Privatiziation here we go https://open.substack.com/pub/capytalmanagement/p/updates-on-fanniefreddier=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/updates-on-fanniefreddier=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-02T08:22Z [----] followers, [----] engagements

"Did not see the 20% drop coming right after this article Nothing has changed at $FNMA and $FMCC though Here are my latest thoughts on $FNMA and $FMCC since my last article in January. The risk becomes lower as share price goes up. Hopefully the momentum continues Privatiziation here we go https://t.co/5KCGdCKk3Z https://t.co/AnOc8l7EzC Here are my latest thoughts on $FNMA and $FMCC since my last article in January. The risk becomes lower as share price goes up. Hopefully the momentum continues Privatiziation here we go https://t.co/5KCGdCKk3Z https://t.co/AnOc8l7EzC"
X Link 2025-06-04T17:16Z [----] followers, [----] engagements

"@SwissTPortfolio Although there is no backlog # for $PSIX the Jan/25 5-year engine purchase agreement with Weichai and the annual minimal commitment increasing over time indicated expected strong demand for years to come"
X Link 2025-07-23T06:46Z [----] followers, [---] engagements

"Finding Value in Chongqing New article out $2722.HK https://open.substack.com/pub/capytalmanagement/p/finding-value-in-chongqingr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/finding-value-in-chongqingr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-11T04:00Z [----] followers, [---] engagements

"$FNMA $FMCC IPO is definitely happening now SENATE DEMOCRATS URGE TRUMP ADMINISTRATION TO PAUSE IPO PLAN FOR FANNIE FREDDIE SENATE DEMOCRATS PUSH FOR STUDY OF POSSIBLE EFFECTS OF IPO PLAN ON MORTGAGE RATES SENATE DEMOCRATS URGE TRUMP ADMINISTRATION TO PAUSE IPO PLAN FOR FANNIE FREDDIE SENATE DEMOCRATS PUSH FOR STUDY OF POSSIBLE EFFECTS OF IPO PLAN ON MORTGAGE RATES"
X Link 2025-08-29T13:54Z [----] followers, [----] engagements

"Exited $FNMA and $FMCC today. If the SPS is deemed repaid I don't think the market is smart enough to immediately price in the gains to the common and I will come back Seeing other opportunities in the meantime Did not see the 20% drop coming right after this article Nothing has changed at $FNMA and $FMCC though Did not see the 20% drop coming right after this article Nothing has changed at $FNMA and $FMCC though"
X Link 2025-09-15T13:38Z [----] followers, [---] engagements

"$1133.HK Harbin Electric: smart enough to invest too dumb to hold on. Bought at $5 sold at $8 on the hydropower project news but didn't hold long enough for the UBS coverage Please see article for 1H25 Recap YTD: 29% $PSIX $TSSI $NBIS $TNZ.TO #HEI (https://t.co/Tas5YfjKQX) $FNMA $FMCC $APM.TO $PPIH https://t.co/8ntVvBaJow Please see article for 1H25 Recap YTD: 29% $PSIX $TSSI $NBIS $TNZ.TO #HEI (https://t.co/Tas5YfjKQX) $FNMA $FMCC $APM.TO $PPIH https://t.co/8ntVvBaJow"
X Link 2025-09-18T14:19Z [----] followers, [----] engagements

"Added Kwan Yong $9998.HK today given the price drop More bad news flow today. Happily anyone who has sold Kwan Yong so far has had their hand bitten off by buyers. I believe new subscribers can now redeem a look past the pay wall. $9998.hk https://t.co/TCPQCAl0H4 More bad news flow today. Happily anyone who has sold Kwan Yong so far has had their hand bitten off by buyers. I believe new subscribers can now redeem a look past the pay wall. $9998.hk https://t.co/TCPQCAl0H4"
X Link 2025-10-16T08:09Z [----] followers, [---] engagements

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