@phil_hk PhilHK

PhilHK posts on X about $0014hk, stocks, $evo, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [-------] +811%
[--] Month [-------] +575%
[--] Months [-------] +328%
[--] Year [-------] +103%

Mentions: [--] #

[--] Week [--] +18%
[--] Month [---] +39%
[--] Months [---] +272%
[--] Year [---] +126%

Followers: [-----] #

[--] Week [-----] +0.85%
[--] Month [-----] +2.30%
[--] Months [-----] +9.60%
[--] Year [-----] +17%

CreatorRank: [---------] #

Social Influence

Social category influence finance 41.96% stocks 21.68% countries 11.19% currencies 8.39% cryptocurrencies 5.59% travel destinations 5.59% automotive brands 2.8% fashion brands 1.4% technology brands 0.7%

Social topic influence $0014hk #1, stocks 10.49%, $evo 8.39%, in the 8.39%, $merto #3, $0001hk 7.69%, dividend 6.99%, oil 6.29%, gold 6.29%, strong 6.29%

Top accounts mentioned or mentioned by @pandawatch88 @vildkatten @mikefritzell @philhk @smalikjo @recoverytrade @arenamancapital @valuepraya @kacperpkch @alexand93085679 @davidkatunaric @pineconemacro @jeremie0117 @grok @seawolfcap @arkinvest @cathiedwood @leomironov @mereninc @vrntperception

Top assets mentioned Evotec SE (EVO) Ecopetrol S.A (EC) Diageo plc (DEO) 8B People vs [-----] Billionaires (8B) Kosmos Energy Ltd. (KOS) Vaalco Energy, Inc. (EGY) Mosaic Co (MOS) PolkaBridge (PBR) Schlumberger NV (SLB) Petroleo Brasileiro S.A.-Petrobras (PBR.A) British American Tobacco (BTI)

Top Social Posts

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

"My top holding in oil Meren Energy $MER.TO $MRNFF finally saw great action last night on high volume. Other holdings $EC $PBR $GTE $KOS $EGY $SLB. $MER.TO institutional buy https://t.co/Z9dx2kRynP $MER.TO institutional buy https://t.co/Z9dx2kRynP"
X Link 2026-02-12T04:44Z [----] followers, [----] engagements

"Meren Energy H1 2025: Robust $248.2M EBITDAX $177.5M cash flow at $77/bbl realised avg. oil price. FY2025 FCF forecast $160M 18.8% yield at $850M MCAP. Base dividend $100M (yield 11.8%) + 50% of FCF 100M. Plenty of catalysts ahead #OilAndGas $mer.to $aoiff @MerenInc"
X Link 2025-09-12T10:07Z [----] followers, [----] engagements

"Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G Home BB +34% 💰EBITDA +6% to HK$771M 📊EBITDA less Capex +6% to HK$597M Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%. Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%"
X Link 2025-11-25T09:34Z [----] followers, [----] engagements

"What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more https://t.co/vhh89DkDX1 Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about"
X Link 2026-01-19T00:51Z [----] followers, [----] engagements

"@VrntPerception If I may give some unsolicited watch advice. Skip the overpriced steel/sport watches from Rolex/Patek/AP. The Alpha and Deep Value is in classic white gold and platinum Pateks"
X Link 2026-01-28T11:41Z [----] followers, [---] engagements

"Insane. How long before they start taxing European passports Dutch Government voting on the proposed 36% unrealised gains tax today. Expected result later today around 4pm Dutch Time. Safe to say they'll vote in favor despite everyone and their mom knowing what a disaster of a bill it is. Governed by retards. Dutch Government voting on the proposed 36% unrealised gains tax today. Expected result later today around 4pm Dutch Time. Safe to say they'll vote in favor despite everyone and their mom knowing what a disaster of a bill it is. Governed by retards"
X Link 2026-02-10T16:16Z [----] followers, [---] engagements

"RT @Kacper_PK_CH: $MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. https:"
X Link 2026-02-12T07:27Z [----] followers, [--] engagements

"Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI New offices across Hong Kong are struggling to sign up tenants. Even real estate legend Li Ka-shings premium properties are having a hard time reflecting a prolonged weakness in the citys office market. https://t.co/RPQ4wLHPCe New offices across Hong Kong are struggling to sign up tenants. Even real estate legend Li"
X Link 2024-05-28T08:12Z [----] followers, 12.1K engagements

"Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%"
X Link 2025-02-27T02:55Z [----] followers, [----] engagements

"Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://x.com/i/grok/share/8zFQP4T0MOPh6PaNF3gtaSaMP Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating 10% of the revenue. Oh also do you remember when he sold the Center https://t.co/lr033ueyIz"
X Link 2025-03-21T06:20Z [----] followers, [----] engagements

"Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to 94% from 92% office to 92% from 90% tenant sales +8% YoY. HK$8B new capital recycling goal. Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK"
X Link 2025-11-06T04:06Z [----] followers, [----] engagements

"CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports sale delayed to '26 but still on; telecom spin-off eyeing London IPO; buybacks & extra divvies coming Next stop: HK$74 then HK$103 Undervalued gem Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM Take this with a barrel of salt. I let Grok make an SOTP post"
X Link 2025-11-06T04:55Z [----] followers, [----] engagements

"CK Hutchison ($0001.hk)"
X Link 2025-11-06T05:04Z [----] followers, [---] engagements

"I've been buying Diaego $DGE.L $DEO and Pernod Ricard $RI.PA and will continue to add. Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa"
X Link 2025-11-10T07:58Z [----] followers, [----] engagements

"$0014.hk $0041.hk $1113.hk $0173.hk $j36.si https://www.thestandard.com.hk/market/article/317012/Hong-Kong-likely-to-post-HK156-bln-fiscal-surplus-Deloitte-says https://www.thestandard.com.hk/market/article/317012/Hong-Kong-likely-to-post-HK156-bln-fiscal-surplus-Deloitte-says"
X Link 2025-11-19T02:42Z [----] followers, [---] engagements

"Hutchison Telecom HK $0215.hk has definitely broken out. Special dividend incoming Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G Home BB +34% 💰EBITDA +6% to HK$771M 📊EBITDA less Capex +6% to HK$597M https://t.co/YYo0FghnvT Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G"
X Link 2025-12-03T07:05Z [----] followers, [---] engagements

"Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: Seems all Jardine companies are acting better now after hitting multiyear lows earlier this year following Norways Oil Funds exit. Jardine Matheson Holdings at 44.68$. $J36.SI Seems all Jardine companies are acting better now after hitting multiyear lows earlier this year following Norways Oil Funds exit. Jardine Matheson Holdings at 44.68$. $J36.SI"
X Link 2025-12-03T10:12Z [----] followers, [----] engagements

"One of my top holdings Ecopetrol $EC. $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy"
X Link 2026-01-06T22:56Z [----] followers, [---] engagements

"Jardine Matheson ($J36.SI / $JMHLY) is finally breaking out After consolidating for years below $65 this week's strong move has pushed it to $74 (+3.34% today alone) hitting fresh multi-year highs on solid volume. Classic multi-year base breakout on the weekly chart. Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: https://t.co/4iBv4VeUsQ Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: https://t.co/4iBv4VeUsQ"
X Link 2026-01-09T06:44Z [----] followers, [---] engagements

"$0014.hk Hysan Development picking up steam Closing at [-----] HKD up 4.46% today. How long before [--] HKD Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle"
X Link 2026-01-16T08:32Z [----] followers, [----] engagements

"Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If you are interested in Swire buy the B-share instead which trades at 17% discount to A-share"
X Link 2026-01-16T09:00Z [----] followers, [----] engagements

"@FelixK42 I own both but have a much bigger position on Hysan. Its two different plays. Hysan $0014.hk is still cheap & should be looked at more like a reit. All income is recurring rental income. Tai Cheung has prime residential real estate for sale but might take a while to realize"
X Link 2026-01-17T03:54Z [----] followers, [--] engagements

"$MER.TO $MRNFF $EC $PBR.A $GTE $KOS $EGY"
X Link 2026-01-21T03:25Z [----] followers, [---] engagements

"$0001.hk CK Hutchison Telco IPO https://www.reuters.com/business/finance/ck-hutchison-weighs-london-hong-kong-listing-global-telco-assets-sources-say-2026-01-20/ https://www.reuters.com/business/finance/ck-hutchison-weighs-london-hong-kong-listing-global-telco-assets-sources-say-2026-01-20/"
X Link 2026-01-21T09:03Z [----] followers, [----] engagements

"If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I see it at least doubling from here. $0001.hk $0001.hk CK Hutchison Telco IPO https://t.co/RtCqdr7yRM $0001.hk CK Hutchison Telco IPO https://t.co/RtCqdr7yRM"
X Link 2026-01-21T09:45Z [----] followers, [----] engagements

"Maybe too early to say this but if we are lucky this FT piece marked the bottom. $DGE.L $RI.PA $CPR.MI all rallying today. What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA"
X Link 2026-01-21T09:48Z [----] followers, [---] engagements

"Hysan ($0014.hk) - probably one of the HK property plays that received the most hate seems to be wanting to go up every day. Still very cheap though. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY."
X Link 2026-01-22T09:17Z [----] followers, [---] engagements

"@MikeFritzell @irbezek Same in most countries. Latam still cheap with Ecopetrol $EC & Petrobras $PBR.A. Crazy that Ecopetrol is still trading 13$ with Colombia on fire but seems to be breaking out now. With smaller E&Ps there are still a lot of blown out deep value $MER.TO $GTE $EGY $KOS"
X Link 2026-01-26T05:45Z [----] followers, [---] engagements

"It will be interesting if we get a weekly close in Sibanye-Stillwater tomorrow above the previous ATH of $20.68. Remember there is no such thing as a triple top. $SBSW $PPLT $ZPLA #Platinum"
X Link 2026-01-29T10:09Z [----] followers, [---] engagements

"CK Hutchison telco spin-off/listing (possibly incl. HK $0215.HK) potentially [----] special div from 215's HK$3.75B net cash looks very likely.1.5x EV/EBITDA post-capex + cash drag = big rerate potential post-payout. Cleaner BS helps in any newco setup. This VIC pitch caught my eye - $215.HK is one of the cheapest telcos globally - Around 2/3rds of its mcap is in net cash while trading at just over 1x EBITDA - Controlled by the Li Ka-shing family (70%+ via $1.HK) - Special divi tender offer or outright sale likely 👇 https://t.co/iUYbYrHv85 This VIC pitch caught my eye - $215.HK is one of the"
X Link 2026-01-29T15:20Z [----] followers, [---] engagements

"@Alexand93085679 We just need crypto and stocks to start grinding down like stocks did in 2001-2003. People will be flocking to the online casinos and $EVO will do well again"
X Link 2026-02-03T08:47Z [----] followers, [----] engagements

"@david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E [--] div 5% buyback 5%"
X Link 2026-02-03T17:30Z [----] followers, [----] engagements

"Many criticize Ray Dalio but he's nailed many calls. Well-connected at state levelheed his warning: Central Banks & SWFs prepping for FX & capital controls. Besides gold & PMs maybe consider holding a certain % of stocks/assets in your local market. https://www.cnbc.com/2026/02/03/ray-dalio-warns-capital-war-gold-hedge.html https://www.cnbc.com/2026/02/03/ray-dalio-warns-capital-war-gold-hedge.html"
X Link 2026-02-04T05:30Z [----] followers, [---] engagements

"Recent articles claimed CK Hutchison $0001.hk had limited legal options. IMO this is the clearest case for int'l arbitration I've seen. It was a shakedown Panama has made a mockery of its own courts & judiciary. CKH can look forward to $2B+ in damages. https://www.reuters.com/world/asia-pacific/ck-hutchison-unit-launches-arbitration-against-panama-over-port-ruling-2026-02-04/ If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I"
X Link 2026-02-04T09:43Z [----] followers, [---] engagements

"I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't appeal". $EVO.ST $EVVTY https://www.di.se/analys/evolution-lockar-inte-trots-rekordlag-vardering/ https://www.di.se/analys/evolution-lockar-inte-trots-rekordlag-vardering/"
X Link 2026-02-05T08:52Z [----] followers, [----] engagements

"@Alexand93085679 Can Dart avoid the withholding tax I think he owns them through a Cayman entity. Withholding tax of 30% is a huge negative impact unless there is some exception for larger holdings"
X Link 2026-02-05T12:17Z [----] followers, [---] engagements

"Added $EVO yesterday but close was ugly may take time to properly bottom. Fundamentally/operationally I think we already bottomed. Steady growth in US & Latam. Also expect better action in all mkts once speculative froth in crypto & stock casinos fades. I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't appeal". $EVO.ST $EVVTY https://t.co/buMSu3mHvn https://t.co/ZFhWN7uUOF I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't"
X Link 2026-02-06T03:20Z [----] followers, [----] engagements

"@MikeFritzell I think som fund is buying HK property plays. Volume was up heavily in [--] last week. Company is super cheap probably worth 7x+ the stock price"
X Link 2026-02-09T03:57Z [----] followers, [---] engagements

"@MikeFritzell The issue here though it doesnt really pay any dividends. and not sure there is any path to unlock all that value in the forseeable future. But if people are buying gold and silver why not buy one of the most high end hotel chains (and still asset heavy) in the world"
X Link 2026-02-09T03:59Z [----] followers, [---] engagements

"Hysan $0014.hk up 100% now in a year + 10% dividend. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl"
X Link 2026-02-09T08:46Z [----] followers, [----] engagements

"@pandawatch88 P/E [--] debt-free. Pays out all cash via divs & buybacks. Shifted to regulated markets; US & LatAm growing 20-25% USD. Stronger moat vs peers. Gambling stocks likely to rebound imo post crypto/AI crash. Dart ownership now 20% recent reports say 28%"
X Link 2026-02-09T09:20Z [----] followers, [---] engagements

"@pandawatch88 Dart isnt dumbhe gets regulation oligopolies moats. [--] yrs ago everyone dumped $BTI & $BATS.L; Dart quietly built 10% stake. Now +100% + several 10% divs. Maybe similar setup in $EVO Big pumpers exited as growth slowed; Dart accumulated on the valuation drop"
X Link 2026-02-09T09:27Z [----] followers, [----] engagements

"@taobanker Safe efficient low income and profits tax 0% tax on capital gains dividends and offshore income. I could make the argument its cheap"
X Link 2026-02-09T11:14Z [----] followers, [---] engagements

"@TBstockinvestor I dont expect a buyout. Biggest owner Kenneth Dart likely sees $EVO as 1-3 yr trade not a take-private with exit issues. Avg cost 750-850 needs big premium. Delayed probably because some shareholders prefer buybacks at these lows over tax inefficient dividends"
X Link 2026-02-10T06:00Z [----] followers, [---] engagements

"@pandawatch88 I think you have to take a deeper look. Currency fluctations might have a huge impact. was up 15% vs $ in [----] not sure about the currency in Latam and Asia if they play in $ or local currencies. But was up against all Latam and Asian currencies in [----] as well"
X Link 2026-02-10T06:26Z [----] followers, [--] engagements

"@pandawatch88 There are also other reasons to be a bit more upbeat. Gambling companies could hedge inflation well. Volatile stocks crypto & Polymarket now cap upside for traditional gambling. Boring stock markets (like 20002007) and lower-grinding crypto could be very positive for $EVO"
X Link 2026-02-10T06:33Z [----] followers, [---] engagements

"RT @phil_hk: What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA"
X Link 2026-02-10T16:24Z [----] followers, [--] engagements

"RT @pineconemacro: This was alpha for Charlie when people read whole books and whole articles and watched whole films and held stocks for o"
X Link 2026-02-11T07:32Z [----] followers, [--] engagements

"@vildkatten Det dr stmmer inte. British American Tobacco som Dart fr vrigt var strsta gare i ett tag brottades med enorma problem. Bttre nu men tror vi kommer se ngot liknande med EVO. Tror du kommer se 4-5% EPS kning hrifrn / r och det med Europa och Asien som krymper 2-3%"
X Link 2026-02-13T13:06Z [----] followers, [--] engagements

"@vildkatten Kassafldet har varit stabilt men en stor del har genererats av Reynolds ex som r marknadsledande p mentol i USA. Mentol frbjds av Biden men beslutet revs upp av Trump. Alla trodde att Velo skulle bli en katastrof mot Zyn men Velo Plus blev senare en succ i USA"
X Link 2026-02-13T13:17Z [----] followers, [--] engagements

"@vildkatten Jag hller faktiskt till stor del med dig. terkp frontrunnas ofta om de sker sttvis. Men om de sker p en rimlig niv p autopilot a la Swedish Match s kan det vara en ganska fin form av terbetalning till aktiegarna"
X Link 2026-02-13T13:19Z [----] followers, [---] engagements

"@vildkatten Det enda jag ville ha sagt att det har funnits mnga problem ven hos tobaksbolagen. Dart kpte p sig sina 10% i BTI efter att de hamnade i en liknande svacka som $EVO"
X Link 2026-02-13T13:20Z [----] followers, [---] engagements

"@Heisenberg_coin @OriginalBraila @calvinfroedge Too late already. Started w/ Norway then UK France now NL. All EU countries face massive deficits from wasting resources on immigrants & welfare. Budget fix: raise taxes or cut spending. Latter easierhuge waste exists"
X Link 2026-02-14T12:57Z [----] followers, [--] engagements

"This 👇🏻 The crazy thing about the unrealized gains tax (aside from the dystopian concept of taxing income that DOES NOT EXIST) is that its the deliberate nail in the coffin of an already crumbling system. Why do people invest Because if they leave their money in the bank it loses The crazy thing about the unrealized gains tax (aside from the dystopian concept of taxing income that DOES NOT EXIST) is that its the deliberate nail in the coffin of an already crumbling system. Why do people invest Because if they leave their money in the bank it loses"
X Link 2026-02-14T15:06Z [----] followers, [---] engagements

"Strong weekly close for CK Hutchison $0001.hk. No resistance until [--] HKD and my bet is even that will break pretty quickly. Full steam🚂 ahead Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average"
X Link 2026-01-16T08:38Z [----] followers, [----] engagements

"CK Assets $1113.hk also had a strong week. Closing at [-----] HKD. No stops ahead until 52-54 area. Although I think fair value here is closer to [--] HKD. Think utilities will drive profit growth this year with higher dividends at the same time as HK property re-accelerates. Another property developer in HK which is looking increasingly attractive is CK Asset $1113.HK (Li Ka Shing). Gearing super low net debt/equity stands at 3%. Remember CK sold The Center at the top of the office boom in HK in [----] for 5B USD. https://t.co/Bn6jO5EVGV Another property developer in HK which is looking"
X Link 2026-01-16T09:10Z [----] followers, [---] engagements

"My "vice"-allocation is growing. Specifically buying $DGE.L $RI.PA $EVO (gambling). Not sure we hit bottom yet but think they are cheap enough. The brand portfolios of $DGE.L and $RI.PA are just absolutely amazing. The alcohol industry looks cheap. Volumes are flat to down sentiment is awful and everyone is extrapolating GLP-1s and sobriety culture forever. But - These brands throw off absurd cash - Pricing power still exists in spirits and premium beer - Marketing spend gets cut The alcohol industry looks cheap. Volumes are flat to down sentiment is awful and everyone is extrapolating GLP-1s"
X Link 2026-01-19T08:26Z [----] followers, [----] engagements

"CK Hutchison $0001.hk continues its dealmaking spree. CK HUTCHISON IS IN TALKS TO SELL THREE IRELAND ITS IRISH MOBILE OPERATOR TO LIBERTY GLOBAL- FT CK HUTCHISON IS IN TALKS TO SELL THREE IRELAND ITS IRISH MOBILE OPERATOR TO LIBERTY GLOBAL- FT"
X Link 2026-01-20T05:23Z [----] followers, [---] engagements

"$0087.hk Swire B pumping Swire A $0019.hk at the same time seems to be breaking out from [--] years resistance. Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If you are interested in Swire buy the B-share instead which trades at 17% discount to A-share. https://t.co/U4Zqa8x8OX Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If"
X Link 2026-01-22T09:07Z [----] followers, [----] engagements

"CK Asset $1113.hk building momentum. Hoping for a strong weekly close tomorrow. CK Asset $1113.HK weekly chart breaking out multi-year resistance at HK$40-42 on strong volume SOTP: Spin out utilities (15x EBITDA HK$138B) + pubs (HK$20B) = stable assets alone today's HK$162B EV .Get massive HK/China property portfolio for FREE. Huge unlock ahead https://t.co/tdzLu4jkJd CK Asset $1113.HK weekly chart breaking out multi-year resistance at HK$40-42 on strong volume SOTP: Spin out utilities (15x EBITDA HK$138B) + pubs (HK$20B) = stable assets alone today's HK$162B EV .Get massive HK/China property"
X Link 2026-01-22T09:09Z [----] followers, [---] engagements

"HSBC more bullish on $PBR & $EC. Too conservative on $EC IMO. $EC hardest hit Colombian stock by Petro regime. Post-election regime change resume exploration extend reserves major rerating. +Infra assets in booming Latam. Breaking out; past $13 $17 $27 $39. LatAM Oils from HSBC. Interesting take on $PBR and $EC. Is it time to start considering adding both https://t.co/NQ5N1flVzK LatAM Oils from HSBC. Interesting take on $PBR and $EC. Is it time to start considering adding both https://t.co/NQ5N1flVzK"
X Link 2026-01-26T09:17Z [----] followers, [---] engagements

"K. Wah International Holdings is breaking out with a sudden price spike on high volume. Its entire market cap is essentially covered by its Galaxy position. It has a lot of completed sales that haven't been recognized yet. It should be debt-free soon. http://0173.HK http://0173.HK"
X Link 2026-01-27T04:38Z [----] followers, [---] engagements

"Meren Energy $MER.TO $MRNFF: Low-cost powerhouse ($11.8/boe lifting) 0.4x net debt/EBITDAX $100m/yr dividend + Nigeria short-cycle growth (Akpo Far East tie-back Preowei etc.) & carried Orange Basin catalysts. Presentation from the Pareto conference: https://mereninc.com/wp-content/uploads/2026/01/20260121_Pareto-Presentation_Meren.pdf https://mereninc.com/wp-content/uploads/2026/01/20260121_Pareto-Presentation_Meren.pdf"
X Link 2026-01-27T11:14Z [----] followers, [---] engagements

"@jeremie0117 You have any opinion on Cosan $CSAN"
X Link 2026-01-27T23:41Z [----] followers, [---] engagements

"@jeremie0117 Sugar conglomerate. Almost blew up last year. @Grok can you provide more background"
X Link 2026-01-27T23:50Z [----] followers, [---] engagements

"Is Indonesia becoming "uninvestable" 😅 Need to prepare a buylist. Indonesian stocks are plunging today. Index gapped lower over 7% at the open. We're coming off lows but still down over 5%. MSCI flags transparency risks warning on investability. Details are key on this one more below https://t.co/JrvXDvUymu https://t.co/TBvvEdcWo8 Indonesian stocks are plunging today. Index gapped lower over 7% at the open. We're coming off lows but still down over 5%. MSCI flags transparency risks warning on investability. Details are key on this one more below https://t.co/JrvXDvUymu https://t.co/TBvvEdcWo8"
X Link 2026-01-28T05:34Z [----] followers, [----] engagements

"Uninvestable uninvestable uninvestable Say it Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a correction. On Thursday we saw nearly $80B in market cap wiped out in Indonesia a record amount https://t.co/WOUvOvp2VG Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a correction. On Thursday we saw nearly $80B in market cap wiped out in Indonesia a record amount https://t.co/WOUvOvp2VG"
X Link 2026-01-29T03:41Z [----] followers, [---] engagements

"@SMalikjo What's the [--] biggest holdings of $EIDO @grok"
X Link 2026-01-29T05:17Z [----] followers, [--] engagements

"@SMalikjo I'm still waiting. Although I have some smaller investments in Jardine Astra United Tractor HM Sampoerna Multi Bintang. But want to hear the word UNINVESTABLE before uping the stakes. $EIDO is probably the best way to play a bounce"
X Link 2026-01-29T05:26Z [----] followers, [--] engagements

"$MER.TO $MRNFF $MER.ST Meren Energy on the move in Stockholm. Seems to finally be heading back to the [--] kr-area which would translate to [--] CAD or [---] USD. In Canada you had huge volume spikes around the bottom 1.6-1.7 CAD"
X Link 2026-01-29T09:47Z [----] followers, [---] engagements

"I'm as big a gold bull as anyone. But I'm not sure I buy the idea of people in Hong Kong lining up to sell their gold. Asian and especially HK investors and speculators are known to be HUGE momentum chasers. #Gold #PreciousMetals $GLD $GDX Tons of people in Hong Kong are lining up to sell all their physical #Gold at around spot price. A HK wife sold all her #Gold jewelry behind her husbands back. https://t.co/40vxHnURoD Tons of people in Hong Kong are lining up to sell all their physical #Gold at around spot price. A HK wife sold all her #Gold jewelry behind her husbands back."
X Link 2026-01-29T10:19Z [----] followers, [----] engagements

"@Quelque_1 Wow really We should still have legs to this rally then"
X Link 2026-01-29T10:27Z [----] followers, [--] engagements

"@Seawolfcap @ARKInvest @CathieDWood Don't trust her numbers. Global M2 avg [--------] gold $4700. Cold War (19751990) avg $7700. [----] peak $16k+. US gold reserves / foreign-held US Treasuries $38k+"
X Link 2026-01-30T01:30Z [----] followers, [---] engagements

"@Seawolfcap @ARKInvest @CathieDWood I think shes looking at US M2 but that doesnt make any sense to look at. Global M2 is what really has driven/pushed asset prices everywhere in the last [--] years"
X Link 2026-01-30T01:39Z [----] followers, [--] engagements

"Most likely outcome was always this: Panama confiscates/terminates CK Hutchisons port assets. Panama will likely pay above-market value post-arbitration & remains the biggest loser. Let market digest news a few days then my bet is that CK will resume its recent uptrend. If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I see it at least doubling from here. $0001.hk If this actually happens Telco & Watson spin out I would not mind"
X Link 2026-01-30T04:26Z [----] followers, [---] engagements

"@sunchartist Do you have any view if it's a short term correction or do you think it's over as in OVER"
X Link 2026-01-30T08:04Z [----] followers, [---] engagements

"@valley_llama From interviews w/ Druckenmiller (Warshs ex-boss/mentor) he suggests US should run economy hot as only escape but only after shifting more debt to long-term at low rates. May crash economy first to lock in low rates then print money aggressively"
X Link 2026-02-01T14:31Z [----] followers, [----] engagements

"@zerohedge Big tech is down everything else is green [--] [--] [--] % on my screen"
X Link 2026-02-03T06:45Z [----] followers, [---] engagements

"Report due soon for $EVO. Likely to underwhelm. If we see a strong flush at open and then later turn green on weak report could signal bottom. Right now $EVO + other gambling stocks just grinding lower. $EVO Big jump in player activity yesterday👀 https://t.co/g9NmoUuhMf $EVO Big jump in player activity yesterday👀 https://t.co/g9NmoUuhMf"
X Link 2026-02-03T10:47Z [----] followers, [----] engagements

"I think $EVO looks very attractive at these levels. @david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E [--] div 5% buyback 5%. @david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E"
X Link 2026-02-03T17:36Z [----] followers, [---] engagements

"Astra $ASII.JK just published their September numbers. So far their market share seems resilient depsite BYD etc ramping up production/sales. But the overall auto market remains under pressure with sales down 10-15% yoy"
X Link 2024-10-14T09:39Z [----] followers, [----] engagements

"Hongkong Land having a big up move today. Maybe leading the way for some of the other property companies. Funny that HKL was the most hated of all HK property stocks at the end of last year and the most loved/resilient one was supposed to be Link REIT. http://H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI http://H78.SI Bloomberg writing obituaries on HK"
X Link 2024-10-30T04:43Z [----] followers, [----] engagements

"October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). Astra $ASII.JK just published their September numbers. So far their market share seems resilient depsite BYD etc ramping up production/sales. But the overall auto market remains under pressure with sales down 10-15% yoy. https://t.co/H9PI7UsgOB Astra $ASII.JK just published their September numbers. So far their market share seems"
X Link 2024-11-12T08:36Z [----] followers, 10.1K engagements

"$ASII.JK Astra International all of sudden seems to be about to break out. October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). https://t.co/d4RDiRmqvb October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to"
X Link 2024-11-25T11:14Z [----] followers, [----] engagements

"Interesting table from @leomironov . Look at $ASII.JK Astra International. @phil_hk It actually screens really good here - highest ebitda margin in the space and decent growth https://t.co/D6vGcWqjx4 @phil_hk It actually screens really good here - highest ebitda margin in the space and decent growth https://t.co/D6vGcWqjx4"
X Link 2024-11-25T11:52Z [----] followers, [---] engagements

"@TheLongHappy Just to be clear many HK property stocks have big holdings overseas as well. Hongkong Land holds real estate in Singapore and have around 25% gearing if memory serves me correct. Great Eagle has big hotel assets in US Canada UK and should essentially become debt free this year"
X Link 2025-04-09T08:38Z [----] followers, [---] engagements

"Quite interesting First Pacific's stellar performance for the past [--] years when two of its biggest holdings PLDT and Indofoods have declined. $0142.hk"
X Link 2025-10-02T04:59Z [----] followers, [----] engagements

"Astra $ASII.JK all of sudden popping. Up around 60% with dividend from tariff lows back in April. October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). https://t.co/d4RDiRmqvb October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle &"
X Link 2025-10-24T07:47Z [----] followers, [----] engagements

"@MikeFritzell Huge movements in both Astra $asii.jk and HM Sampoerna $hmsp.jk in the last few months"
X Link 2025-11-04T01:23Z [----] followers, [---] engagements

"@RecoveryTrade @ArenaManCapital Hongkong Land has some of the best assets. Swire is definitely a top developer creating new districts from nothing. Think Taikoo place area though is under pressure but might be short term and thanks to low leverage they will be able to weather it"
X Link 2025-11-08T02:59Z [----] followers, [---] engagements

"@RecoveryTrade @ArenaManCapital Remember who sold the Center at the top in [----] for 5B USD (Li) & who refused to sell Excelsior (Jardines/Mandarin) at 3.8B USD in [----]. Just to sell top [--] floors +signage rights of the newly developed luxury office building to Alibaba at depressed market valuation of 925M USD"
X Link 2025-11-08T04:00Z [----] followers, [--] engagements

"@RecoveryTrade @ArenaManCapital Hong Kong Land/Jardines levered up in the 80s just before the crash in [----] almost bankrupting Hongkong Land. Plenty of mistakes there. With that said Im a shareholder now& they got a lot of non-property things right too with diversifying with South East Asia/Astra etc"
X Link 2025-11-08T04:03Z [----] followers, [--] engagements

"#Platinum going bonkers. Yesterday down almost 10% at one point now up 11.71% to a new ATH. $pplt $zpla $sbsw"
X Link 2026-01-27T23:37Z [----] followers, [---] engagements

"Step aboard the #platinum train We are going much much higher. You have seen nothing yet $pplt $zpla $sbsw. @graddhybpc #Platinum with its inferior liquidity went through a 34% top to bottom correction retracing 50% of the rally from last year's April low. Just like gold and silver it is now finding a fresh bid supported by its once again relative cheapness to gold after the ratio jumped from a https://t.co/biwU6OWWpX #Platinum with its inferior liquidity went through a 34% top to bottom correction retracing 50% of the rally from last year's April low. Just like gold and silver it is now"
X Link 2026-02-03T08:24Z [----] followers, [---] engagements

"@Fritz844 @Powellinverted Maybe. But I still see value in companies like Anhui Conch Cement Seems like they are about to break out. http://0914.hk http://0914.hk"
X Link 2023-02-20T07:12Z [----] followers, [--] engagements

"@Trinhnomics If you pick the right companies there are plenty of opportunities. CK Hutchison $0001.hk looks great here with dollar turning down most of their income in CAD GBP EUR AUD RMB. Sinopec Engineering $2386.hk will benefit from oil exporters recycling RMB surpluses"
X Link 2024-01-02T12:39Z [----] followers, [----] engagements

"@JapanDeepValue1 @justbrosef I would rather buy Indonesian instant noodles. $142.hk $indf.jk"
X Link 2024-01-23T09:17Z [----] followers, [---] engagements

"An update on my Hysan Development Co. $0014.hk view after their dividend cut of 25%. Ms. Lee mentioned todan on the earnings call it was the first dividend cut in [--] years. Funny thing is back then the bottom was in [--] weeks before the ex-date and then it was off to the races. @Ingathewinger Long term no actually this was the prudent thing to do. But short term we will probably not see a chase for the yield. Even though if we subtract the dividend (0.81) which is being paid in the next few weeks the company is yielding 8.7% on an annual basis. @Ingathewinger Long term no actually this was the"
X Link 2024-02-22T11:02Z [----] followers, [----] engagements

"@smartkarma These numbers seem to be wrong. For example the net debt to equity for Hysan is 27.2% not 200%. Hongkong Land I think is around 17%. Remember this is to equity. Western counterparts usually use LTV-ratios"
X Link 2024-03-08T12:03Z [----] followers, [---] engagements

"Both Irene Lee and Chien Lee have been buying and adding to their Hysan $0014.hk holdings"
X Link 2024-03-25T10:38Z [----] followers, [---] engagements

"@leomironov I like all of them but Iupside might be more limited in [--] & [--] due to their sheer size. JMH is a big position for me refers to HKL. I think Great Eagle has one of the most interesting setups you have large upside and in my mind margin of safety. http://H78.SI http://H78.SI"
X Link 2024-05-28T08:21Z [----] followers, [---] engagements

"@Liftthatbid Yes is probably a good play as well. They have one of the cleanest balance sheets. One approach could be to buy a basket of developers most should do well if the tide turns. My favourites are $0041.hk and $0014.hk since I think they have the most upside. http://1113.HK http://1113.HK"
X Link 2024-06-03T04:21Z [----] followers, [---] engagements

"Got Hysan $0014.hk and CK Asset $1113.hk Hong Kong: scarcity of new office buildings https://t.co/JYrX43NC8w Hong Kong: scarcity of new office buildings https://t.co/JYrX43NC8w"
X Link 2024-09-17T03:04Z [----] followers, [---] engagements

"$J36.SI Jardine Matheson Holdings is starting to perk up. Looks like we are heading back to test 48$. Hongkong Land $H78.SI and Zhongsheng $0881.HK have had some big moves recently which means that despite its recent upmove JMH is still trading at 31% discount to NAV. 🧵Smartkarma #eventdriven #threadoftheday Jardine Matheson (JM SP): Trading "Cheap" David Blennerhassett -- $JM.SP 1/ https://t.co/09pQCK13Nl 🧵Smartkarma #eventdriven #threadoftheday Jardine Matheson (JM SP): Trading "Cheap" David Blennerhassett -- $JM.SP 1/ https://t.co/09pQCK13Nl"
X Link 2024-11-12T09:03Z [----] followers, [----] engagements

"Love it how Robert Ng is basically buying Sino Land $0083.hk every day of the year😅. This is on top of the increased shareholding he is getting through the scrip dividend. Great Eagle Holdings $0041.hk now mentioned in the latest Gloom Boom Doom report by legendary Marc Faber @gloomboomdoom . Also Hysan $0014.hk Sino Land $0083.hk Hongkong Land $H78.SI and Sun Hung Kai $0016.hk . https://t.co/12ySuboVHT Great Eagle Holdings $0041.hk now mentioned in the latest Gloom Boom Doom report by legendary Marc Faber @gloomboomdoom . Also Hysan $0014.hk Sino Land $0083.hk Hongkong Land $H78.SI and Sun"
X Link 2024-11-20T09:19Z [----] followers, [----] engagements

"Hysan Development should benefit from these trends thanks to their foresight to enter into a JV with IWG for their Regus/Spaces operations in the GBA area. $0014.hk https://www.scmp.com/business/article/3291400/hong-kong-demand-flexible-office-space-grows-market-singapore-slumps https://www.scmp.com/business/article/3291400/hong-kong-demand-flexible-office-space-grows-market-singapore-slumps"
X Link 2024-12-19T14:38Z [----] followers, [---] engagements

"1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done water under the bridge. It's in the price and by the end of the day it will reinforce Hysan's New post out on the 'stack. High quality luxury developer beloved by Hermes and LVMH yours for 6x recurring earnings. https://t.co/fWu4kk23IR New post out on the 'stack. High quality luxury developer beloved by Hermes and LVMH yours for 6x recurring earnings. https://t.co/fWu4kk23IR"
X Link 2025-01-23T06:27Z [----] followers, [----] engagements

"Interesting idea for Hysan Development $0014.hk @phil_hk Redeveloping the Leighton Centre area into a retail+residential project is an interesting idea.🤔 @phil_hk Redeveloping the Leighton Centre area into a retail+residential project is an interesting idea.🤔"
X Link 2025-01-23T06:57Z [----] followers, [---] engagements

"@adcha91 @pandawatch88 One dud in here below Anhui Conch which was my smallest position. The others did pretty well I would say when Hang Seng was in a bear market. But of course with HK and Hysan I could be completely wrong. I just try to win more than I lose. https://x.com/phil_hk/status/1463706907353358345 I think Hong Kong value stocks are setting up for a nice run in [----] and probably for years to come💪 $0659.hk $0883.hk $2386.hk $0386.hk $0914.hk $0941.hk $1088.hk $1038.hk 👇 https://x.com/phil_hk/status/1463706907353358345 I think Hong Kong value stocks are setting up for a nice run"
X Link 2025-02-03T16:32Z [----] followers, [---] engagements

"To anyone interested in Hysan $0014.hk I recommend you to tune in to the earnings call at [--] PM HKT. @ValuePraya Yup today 5pm HKT https://t.co/mayEkmvh4F @ValuePraya Yup today 5pm HKT https://t.co/mayEkmvh4F"
X Link 2025-02-18T07:52Z [----] followers, [----] engagements

"Last week tried relocated restaurant Roganic. Its now in Lee Gardens One (Hysan $0014.hk). Tried to book dinner but booked out for entire March & most of April. Wait-listed as no [--]. In the end managed to get lunch reservation. Can really recommend nice ambience & good value. 1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done water under the bridge. It's in the price and by the end of the day it will reinforce Hysan's 1/ Great write up on Hysan Development $0014.hk"
X Link 2025-03-10T09:26Z [----] followers, [----] engagements

"@xddno123456 Someone is buying at least. Kind of crazy you have this strong up move yesterday and continuing today while US at the same time had big drawdowns overnight"
X Link 2025-03-11T04:17Z [----] followers, [--] engagements

"Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to 94% from 92% office to 92% from 90% tenant sales +8% YoY. HK$8B new capital recycling goal. Theres a lot of doom surrounding Hong Kong & HSI. The narrative is that HKs days as a financial center are numbered. Everyone is entitled to their belief but think this is complete bullocks. I urge everyone to read this to get a better understanding: https://t.co/IQf5Rp70tQ Theres a lot of doom surrounding Hong Kong & HSI. The"
X Link 2025-09-10T07:11Z [----] followers, [----] engagements

"Great Eagle Holdings $0041.HK 1H [----] results: Property sales (ONTOLO ONMANTIN) face margin compression Champion REIT distributions down 11.6% as expected. Hotels shine with double-digit RevPAR growth in key markets boosted by higher occupancy & room rates. #HKProperty Another favourite in the HK property sector for me is Great Eagle Holdings Ltd. $0041.hk Bermuda incorporated MCAP: [----] B HKD (barely 1B USD) Net debt: [-----] B HKD EV: 15.565B HKD Dividend yield: 8.03% (0.5+0.37 HKD) Details on the NAV: https://t.co/FtwAZXt8pQ Another favourite in the HK property sector for me is Great Eagle"
X Link 2025-09-11T10:56Z [----] followers, [----] engagements

"Hysan $0014.hk trading strong in an otherwise weak market 👀. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl"
X Link 2025-12-10T04:37Z [----] followers, [---] engagements

"In the last [--] years $Oil supply growth has primarily come from shale offshore and horizontal drilling. A confluence of data will lead to higher $Oil prices. A steepening decline curve underestimated demand currency debasement EV deceleration peak shale"
X Link 2026-02-14T14:48Z [----] followers, [----] engagements

"The crazy thing about the unrealized gains tax (aside from the dystopian concept of taxing income that DOES NOT EXIST) is that its the deliberate nail in the coffin of an already crumbling system. Why do people invest Because if they leave their money in the bank it loses value through the states money printing. Inflation is punishment for saving money. But an unrealized gains tax is punishment for investing. So you punish people for saving instead of investing but you also punish people for investing instead of saving. Congratulations you created the problem and killed the solution. Another"
X Link 2026-02-13T19:22Z 118.3K followers, 195.8K engagements

"$MER.TO long term target; 6$ nice close today"
X Link 2026-02-13T21:01Z 21.9K followers, [----] engagements

"In case you're wondering.and this may catch you by surprise.but yes that's a new all-time weekly closing high for spot gold. https://twitter.com/i/web/status/2022428556056465494 https://twitter.com/i/web/status/2022428556056465494"
X Link 2026-02-13T21:51Z 95.7K followers, 44.5K engagements

"Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps"
X Link 2026-02-12T18:33Z 21.1K followers, 43.8K engagements

"Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. https://twitter.com/i/web/status/2021851034855862718 https://twitter.com/i/web/status/2021851034855862718"
X Link 2026-02-12T07:37Z 115.4K followers, 3.3M engagements

"$mer.to $TTE has 40% in PEL [--] Galp (40%) $TTE has 35.25% in PEL [--] QatarEnergy (35.25%) Galp (10%) Namcor (10%) Impact (9.5%) A logical next step: $TTE + Qatar to acquire Impacts stake as this would result in equal 40% stakes in both licenses and simplify the structure"
X Link 2026-02-12T10:09Z [---] followers, [---] engagements

"I love a ratio chart. 75yrs of spot gold vs oil (WTI). #oil is the cheapest its been relative to #gold. assuming gold trades flat (& it's likely to go higher) mean reversion will send oil 300% between $200-250 & top of the range 1000% between $600-800. oil stocks are breaking out of major donwtrends & majors like $XOM are surging to all time highs. equities always front run the commodity. a big #energy hydrocarbon bull is commencing. $WDS.AX $STO.AX $KAR.AX $OXY $CVX #OOTT #gas #coaltwitter #uranium https://twitter.com/i/web/status/2021841224727183661"
X Link 2026-02-12T06:58Z [----] followers, 37.7K engagements

"BAT: FY25 Results U.S. Market (constant FX) Revenue +5.5% operating profit +5.9% Follow our live coverage: Cigarettes: volume -7.7% revenue +4.6% VELO: volume +249% revenue +310% VUSE: volume -8.8% revenue -3.4% Smokeless reaches 19.6% of revenue https://tobaccoinsider.com/bat-fy25-results https://tobaccoinsider.com/bat-fy25-results"
X Link 2026-02-12T07:48Z 16.5K followers, [----] engagements

"RT @Kacper_PK_CH: $MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. https:"
X Link 2026-02-12T07:27Z [----] followers, [--] engagements

"$MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. $MOS Mosaic LTH (Long-Term Hold) Its just coiling here for the next move. If we break $29.20 I will trade on top of the core position. https://t.co/aaTbGQBkel $MOS Mosaic LTH (Long-Term Hold) Its just coiling here for the next move. If we break $29.20 I will trade on top of the core position. https://t.co/aaTbGQBkel"
X Link 2026-02-11T11:01Z 13.9K followers, 12.5K engagements

"$MOS Mosaic LTH (Long-Term Hold) Its just coiling here for the next move. If we break $29.20 I will trade on top of the core position. $MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over I'll trade it too. https://t.co/6GUcUGlHTa $MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over"
X Link 2026-02-06T17:21Z 13.9K followers, 12.6K engagements

"WTR is initiating coverage of Meren Energy (TSX: $MER) a Canadian offshore oil & gas producer with exposure to major long-life assets in Nigeria and the high-potential Orange Basin. Read Jeffrey Robertson Robertson's full initiation report to learn more about Merens reserve growth outlook upcoming milestones and capital return strategy. $MER #OilAndGas #EnergyInvesting #OffshoreEnergy #WestAfrica #Nigeria #Namibia #ExplorationAndProduction #CashFlow #Dividends #ShareBuybacks #WTR #SmallCap #Stocks #Investing https://www.watertowerresearch.com/docdocID=IOC_MER_11042025"
X Link 2026-02-10T18:36Z [----] followers, [----] engagements

"$MER.TO institutional buy"
X Link 2026-02-11T17:36Z 21.9K followers, [----] engagements

"All Clear To Dive Back Into Gold The late Jan mania and early Feb washout has largely flowed through the markets. With the policy environment continuing to favor debasement and short-term spec flows subdued it's clear to buy here. https://bobeunlimited.substack.com/p/all-clear-to-dive-back-into-gold https://bobeunlimited.substack.com/p/all-clear-to-dive-back-into-gold"
X Link 2026-02-11T11:06Z 208.2K followers, 17.5K engagements

"This was alpha for Charlie when people read whole books and whole articles and watched whole films and held stocks for over 5yrs on average. Imagine what it provides today https://t.co/BntGSbxib3 https://t.co/BntGSbxib3"
X Link 2026-02-10T16:04Z 26.3K followers, [----] engagements

"RT @phil_hk: What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA"
X Link 2026-02-10T16:24Z [----] followers, [--] engagements

"Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more than a decade. HT @knowledge_vital https://www.ft.com/content/9e6f024c-63b5-493f-bb35-6c1c05e90e55 https://www.ft.com/content/9e6f024c-63b5-493f-bb35-6c1c05e90e55"
X Link 2026-01-18T20:59Z 365.4K followers, 3.4M engagements

"Dutch Government voting on the proposed 36% unrealised gains tax today. Expected result later today around 4pm Dutch Time. Safe to say they'll vote in favor despite everyone and their mom knowing what a disaster of a bill it is. Governed by retards. Dutch Government cracking down on everyone with more than [--] in assets introducing a bill that would tax unrealized gains with 36% 🤯 Wanna save for your retirement Too bad the government will now take over a third of your yearly growth - every year starting in [----]. Dutch Government cracking down on everyone with more than [--] in assets introducing"
X Link 2026-02-10T10:37Z 115.4K followers, 155.4K engagements

"VITOL SAYS SLOWER EV UPTAKE BOOSTING ITS OIL-DEMAND FORECAST"
X Link 2026-02-09T08:58Z 436.8K followers, [----] engagements

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