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@illyquid Avatar @illyquid Illiquid

Illiquid posts on X about singapore, $omse, bangkok, shell the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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Social category influence finance XXXXX% countries XXXXX% stocks XXXX% travel destinations XXXX% technology brands XXXX% luxury brands XXXX% fashion brands XXXX% currencies XXXX% social networks XXXX%

Social topic influence singapore #805, $omse #1, bangkok 3.57%, shell #519, $amat 2.38%, $pry #1, prime minister 2.38%, has been 2.38%, investment 1.19%, rolex XXXX%

Top accounts mentioned or mentioned by @jktadave @simeonresearch @chrizc @sfarringtonbkc @simeonresearch_ @iqbalyusuf1994 @climi48 @madaone4 @blinklebloop @altiussemper @mikefritzell @invesquotes @rihardjarc @bethkindig @capytalmgmt @stockmktnewz @gabgrowth @kabraxfx @kajiastic @amitisinvesting

Top assets mentioned Applied Materials, Inc. (AMAT) POP MART (PMRTY) Micron Technology, Inc. (MU)

Top Social Posts #

Top posts by engagements in the last XX hours

"Micron is opening a 7bn HBM packaging facility in Singapore next year which explains the massive capex number Singapore has secured for Electronics in the table below. TBE refers to total business expenditure"
X Link @illyquid 2025-10-20T11:25Z XXX followers, 8045 engagements

"Possible read-through for $8637"
X Link @illyquid 2025-10-26T00:38Z XXX followers, XXX engagements

"Precision engineering includes semicon equipment and their components. It does not include semicons themselves (reported under Electronics) or MRO services (reported under Transport Engineering). See below. FAI refers to capital investment"
X Link @illyquid 2025-10-16T10:29Z XXX followers, XXX engagements

"Big contributor to the Precision Engineering number is likely to be $amat who have a large footprint here"
X Link @illyquid 2025-10-16T10:29Z XXX followers, XXX engagements

"@capytalmgmt Deployed into matcha cafes in Bangkok"
X Link @illyquid 2025-10-18T07:48Z XXX followers, XXX engagements

"@GabGrowth Whats driving the recent Sea selloff They made some noise about investing in AI to hit a MC target"
X Link @illyquid 2025-10-24T22:51Z XXX followers, XXX engagements

"This was one of two great retail buys I made during Covid. The other one was Simon Property Group. Looking forward to reacquainting myself with this co"
X Link @illyquid 2025-10-12T05:29Z XXX followers, 5324 engagements

"We identified an $amat supplier here and have written it up with @Iqbal_yusuf1994. Coming soon"
X Link @illyquid 2025-10-16T08:31Z XXX followers, 2355 engagements

"GDS series C - looking good for Wasion. $3393.hk"
X Link @illyquid 2025-10-16T15:01Z XXX followers, XXX engagements

"The second precision engineering idea is also getting qualified for aerospace customers. Unlike the first idea they have a solid marine business already so the trends they are riding look like the chart below. I believe it is a X p/e valuation under book value"
X Link @illyquid 2025-10-16T22:19Z XXX followers, XXX engagements

"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"
X Link @illyquid 2025-10-17T05:12Z XXX followers, XXX engagements

"They published their Annual Report today and it seems I may have underestimated their order book by up to S$ 151m so its actually closer to $773m. Good problem to have"
X Link @illyquid 2025-10-17T11:40Z XXX followers, 3220 engagements

"One Bangkok is home to the worlds largest Swatch store. Not exactly bustling though"
X Link @illyquid 2025-10-18T07:06Z XXX followers, 1159 engagements

"Yesterday I was introduced to a guy worth 10m from collecting Pokmon cards. He has walls of binders of top rated cards many signed by the artist and is so deluged with high value cards he has cards worth hundreds just lying on the floor. He paid off his first mortgage with a single card. I learned that card grading firms will take a cut of the value when awarding the highest grade. All such firms are now in private hands. A shame"
X Link @illyquid 2025-10-19T01:38Z XXX followers, 4934 engagements

"Singapore precision engineering firms are getting qualified to capitalise on increased aerospace manufacturing in the next 5-10 years"
X Link @illyquid 2025-10-20T06:04Z XXX followers, XXX engagements

"@KabraxFX @SimeonResearch_ Going paid has made me work harder than ever and is the best thing I have done for myself. I have offered discounts to people for whom XXX a year is life changing and no one has taken the offer"
X Link @illyquid 2025-10-22T21:59Z XXX followers, XX engagements

"DBS Singapore 2040 report is worth a read if you are interested in the market. Spells out where the liquidity is coming from speaks to themes like construction and precision engineering and calls out a few fintwit picks like Nam Cheong Marco Polo and Beng Kuan"
X Link @illyquid 2025-10-23T05:17Z XXX followers, XXX engagements

"The Kwan Yong thesis in a nutshell"
X Link @illyquid 2025-10-23T05:22Z XXX followers, XXX engagements

"Centurion is called out here"
X Link @illyquid 2025-10-23T05:24Z XXX followers, XXX engagements

"@climi48 Crazy to sell at XXXX imo"
X Link @illyquid 2025-10-24T09:29Z XXX followers, XXX engagements

"@Kajiastic @amitisinvesting Lots of interesting Singapore companies to invest in :)"
X Link @illyquid 2025-10-24T17:19Z XXX followers, XXX engagements

"In Thai weddings each family invites a respected guest of honour who will deliver a speech even if they do not know the couple. This affords a remarkable flexing opportunity. Last weekend the bride invited a Japanese car CEO and the groom duly invited the Prime Minister"
X Link @illyquid 2025-10-24T23:53Z XXX followers, XXX engagements

"This is how on day X in Bangkok I wound up in the same room as the Prime Minister"
X Link @illyquid 2025-10-24T23:55Z XXX followers, XXX engagements

"Graduated to niche bangers - trying SEA content and wild alternative investments"
X Link @illyquid 2025-10-25T00:54Z XXX followers, XXX engagements

"Watching $bme.l drop everyday as I dig into it"
X Link @illyquid 2025-08-04T15:34Z XXX followers, XXX engagements

"A short note on why we think Metasurface Technologies is manufacturing parts for AMAT's Producer platform a versatile workhorse for the likes of Micron Samsung and SK Hynix"
X Link @illyquid 2025-10-21T13:11Z XXX followers, XXX engagements

"I talked through $omse with a retired Shell engineer over at the orange site"
X Link @illyquid 2025-10-22T11:37Z XXX followers, 3315 engagements

"@TeaParty_1234 Don't follow either closely but why wouldn't you own a South Korean bank for that price See Shinhan Financial"
X Link @illyquid 2025-10-23T01:59Z XXX followers, XXX engagements

"Shell engineer has come back with answers to some reader questions re $omse X. Why isn't Aramco also a big customer for the wellhead and X-mas tree segment These are highly engineered customised products (read: sticky) Had to draw this point out - Aramco might be supplied by Baker Hughes / Cactus Wellhead (n.b. trading at ev/ebitda close to 7) who also have a facility in Dammam. X. Are the connection pipes being used by Aramco for both oil and gas OMS speciality connector and pipes are used for well construction. Looks appropriate for both oil and gas"
X Link @illyquid 2025-10-23T02:16Z XXX followers, 1018 engagements

"Broadcom has a special place because it was the first stock I ever bought with 5k loaned from my dad. XX dollars back then"
X Link @illyquid 2025-10-24T07:39Z XXX followers, XXX engagements

"$9998.hk paywall has been removed as promised. It still trades at LTM PE of X with $93.7m in cash and XX% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice XX% win. New domain is also now live"
X Link @illyquid 2025-10-24T08:18Z XXX followers, 10.4K engagements

"@madaone4 @SFarringtonBKC @Blinklebloop Look at Vallourecs Aramco revenues in years where there has been flat production. They have to drill to keep production flat so the revenue is hopefully never zero. management is saying th floor is 120m Why would they risk their credibility with a promise like that"
X Link @illyquid 2025-10-26T03:10Z XXX followers, XXX engagements

"@jktadave @madaone4 @SFarringtonBKC @Blinklebloop Are you suggesting OMS a company the size of a speck bribed Saudi Aramco with the theoretical value in the trillions to win the contract"
X Link @illyquid 2025-10-26T05:02Z XXX followers, XXX engagements

"AI might drive EPS for this co up 3x in the next X years but it only has an EV/EBITDA of X. Still thinking through the degree to which its product is replaced by an alternative. Dramatically more liquid than the other ideas 🙃"
X Link @illyquid 2025-10-26T23:51Z XXX followers, 1348 engagements

"@AltiusSemper Yea Im sorry IBKR doesnt let you trade this. Pump and dump stocks dont build semicon foundries and subway stations"
X Link @illyquid 2025-10-27T02:52Z XXX followers, XXX engagements

"@Iqbal_yusuf1994 I should probably check if they are involved in the Micron project. That would be low hanging fruit"
X Link @illyquid 2025-10-27T02:53Z XXX followers, XXX engagements

"Hard at work - spiting Popmart shorts"
X Link @illyquid 2025-10-20T04:55Z XXX followers, 2783 engagements

"$psix weakness in sympathy with $cyd Yuchai directors detained by authorities in China"
X Link @illyquid 2025-10-20T15:55Z XXX followers, 1325 engagements

"$omse CEO interview - this is the guy who did the MBO and won the Aramco contract. He's doing well"
X Link @illyquid 2025-10-23T12:16Z XXX followers, 2718 engagements

"Sensational Atrium floor speakers made in Bali () Guy in the front was blown away - kept shaking his head in disbelief"
X Link @illyquid 2025-10-24T06:03Z XXX followers, XXX engagements

"$omse is led by a Malaysian CEO named Hock Where do we sign up"
X Link @illyquid 2025-10-24T07:35Z XXX followers, XXX engagements

"$8637 only has 44m in revenue and makes the components that go into the equipment $mu is buying. 📈"
X Link @illyquid 2025-10-25T14:06Z XXX followers, 7544 engagements

"The Q&A on the Hammond call. This is exactly what XMH told me - you will win big orders if customers have the confidence you can deliver. $BQF"
X Link @illyquid 2025-10-26T02:09Z XXX followers, XXX engagements

"Hey thanks for engaging with the idea. I would like to flip the narrative the other way - how does a guy who buys a company for $2mil from Sumitomo win a 100-200m contract with the largest oil producer in the world I find it strange that people see the Aramco concentration as a red flag when from the perspective of an operator it is an incredible achievement and platform for future growth"
X Link @illyquid 2025-10-26T04:49Z XXX followers, XXX engagements

"Aggressive monetisation"
X Link @illyquid 2025-10-26T10:38Z XXX followers, XXX engagements

"I still havent seen any of these famed queues for gold other than at Little India. These Aspial Lifestyle stores were pretty quiet despite the mall being packed"
X Link @illyquid 2025-10-26T15:35Z XXX followers, XXX engagements

"$1416 profit alert - they should be trading at HK$ XXXX now I guess nobody should be surprised this SG construction name is doing well given all the orders their counterparties are announcing. Snagged some shares at 2.8x annualised EPS"
X Link @illyquid 2025-10-27T01:56Z XXX followers, 3894 engagements

"Love my new job"
X Link @illyquid 2025-10-27T02:41Z XXX followers, 2765 engagements

"So is CTR holdings a subcon on the new 7bn Micron site (Dont cheat by showing up to the site office and taking a photo)"
X Link @illyquid 2025-10-27T05:50Z XXX followers, 1837 engagements

"Nice move for this one this week. We like the CEO"
X Link @illyquid 2025-10-27T14:30Z XXX followers, 1111 engagements

"This week we: 🔹Trawl an industrial site in search of undisclosed contracts won by unfollowed contractors. 🔹Visit Singapore International Energy Week in search of an O&G CEO. 🔹Attend Singapore Innovation Week to meet a supplier of Applied Materials who is potentially getting qualified for another semicon OEM and at least one aerospace customer. 🔹Attend two AGMs with a veteran IR professional from New York to coach management into communicating better"
X Link @illyquid 2025-10-27T22:34Z XXX followers, XXX engagements

"$1416 - at HK$ XXXX it trades at a P/E of X. Used to trade around 5-6. They might give a business update at the end of the week. If industrial construction slows down they will fall back on public sector infra and institutional buildings (hospitals etc)"
X Link @illyquid 2025-10-28T01:04Z XXX followers, 1539 engagements

"$1416 is a subcontractor on Singapores marquee chip project this year - the US$ 7bn Micron HBM packaging facility due to begin operations next year. They are typically involved in the shell and we estimate the value of this contract is at least S$ 70m"
X Link @illyquid 2025-10-28T07:25Z XXX followers, 1096 engagements

"This project follows the topping off ceremony of NXEras data centre in Tuas seven months ago which in turn follows the VSMC foundry which had its first tool move in yesterday"
X Link @illyquid 2025-10-28T07:25Z XXX followers, XXX engagements

"Nice win again. $omse. I did find someone to talk to about this at the energy conference today"
X Link @illyquid 2025-10-28T14:24Z XXX followers, XXX engagements

"Very helpful stuff at the Prysmian booth today. $pry. Also fortuitously sat next to a cable expert for thirty mins"
X Link @illyquid 2025-10-28T14:33Z XXX followers, XXX engagements