@phil_hk Avatar @phil_hk PhilHK

PhilHK posts on X about $0001hk, stocks, $evo, $merto 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 45.19% stocks 29.81% currencies 13.46% countries 12.5% travel destinations 5.77% cryptocurrencies 2.88% fashion brands 2.88% technology brands 0.96% financial services 0.96%

Social topic influence $0001hk #26, stocks 11.54%, $evo #41, $merto #3, $0014hk #1, breakout #2178, strong 8.65%, dividend #902, $ec #4, $dgel 6.73%

Top accounts mentioned or mentioned by @vildkatten @mikefritzell @pandawatch88 @mereninc @recoverytrade @smalikjo @alexand93085679 @davidkatunaric @arenamancapital @valuehurts @jeremie0117 @grok @seawolfcap @arkinvest @cathiedwood @felixk42 @irbezek @vrntperception @taobanker @tbstockinvestor

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

Top Social Posts

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

"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

"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

"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

"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

"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) 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

"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

"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

"$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

"$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

"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

"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

"@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

"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

"@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

"@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

"@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

"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

"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 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

"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 @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

"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

"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

"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

"What's cooking with HM Sampoerna $HMSP.JK Up 50% YTD including dividends. @TheLongHappy Take a look at HM Sampoerna $HMSP.JK is about to bottom out after a multiyear decline. I think in USD terms we are almost down 90%. Also dividend around 10% [--] debt. @TheLongHappy Take a look at HM Sampoerna $HMSP.JK is about to bottom out after a multiyear decline. I think in USD terms we are almost down 90%. Also dividend around 10% [--] debt"
X Link 2025-10-31T08:48Z [----] followers, [---] engagements

"@atelicinvest @gr8t4ver Liquor stocks look tempting here Diageo $DEO $DGE.L Pernod Ricard $RI.PA Campari $CPR.MI"
X Link 2025-11-02T09:14Z [----] 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

"CK Asset heating up near 52-wk high Up 35% YTD from HK$28 lows now HK$39.5. Utilities cash cow + property rebound signals breakout past HK$38.70 resistance. Target: HK$55-60. Undervalued gem http://1113.HK 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 http://1113.HK Another property developer in HK which is looking increasingly attractive is CK Asset $1113.HK (Li Ka Shing)."
X Link 2025-11-06T04:02Z [----] 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

"HK property having a good day and a good year. Hysan $0014.hk and Great Eagle $0041.hk leading the way this year. Returns ex dividend. For total returns incl. dividends add 6-8%. 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"
X Link 2025-11-12T03:24Z [----] followers, [----] engagements

"@deyhatemetoo @MerenInc Based on the price of its reserves its not that cheap but if you look at the quality of the cashflows the high margins and the fact the producing fields are operated by majors its quite cheap I would say. Factor in potential upside from Venus it becomes even cheaper"
X Link 2025-11-14T14:29Z [----] followers, [---] engagements

"$MER.TO $MRNFF $MER @MerenInc Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15) https://t.co/r7BbkM7L2t Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15) https://t.co/r7BbkM7L2t"
X Link 2025-11-19T02:52Z [----] followers, [----] engagements

"Seems all the CK companies are about to break out. CK Hutchison $0001.hk has cleared [--] HKD and is heading for [--] HKD as a first stop imo. CK Asset $1113.hk has cleared [--] HKD and is heading for 52-54 HKD. 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 CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports"
X Link 2025-11-26T08:07Z [----] followers, [----] engagements

"Monthly charts of the same CK Hutchison $0001.hk and CK Asset $1113.hk"
X Link 2025-11-26T08:31Z [----] followers, [---] engagements

"$BTI $BATS.L 🚀🚀🚀 BAT price targets raised: Deutsche Bank goes from [--] to [--] Citigroup goes from [----] to [----] "Fundamental" analysts are hoping for a technical break-out ahead of the FY25 Pre-close Trading Update (Dec 9); $bats (43.85) now trading 0.4% below its 52-week high (44) https://t.co/xynnQuiFNt BAT price targets raised: Deutsche Bank goes from [--] to [--] Citigroup goes from [----] to [----] "Fundamental" analysts are hoping for a technical break-out ahead of the FY25 Pre-close Trading Update (Dec 9); $bats (43.85) now trading 0.4% below its 52-week high (44) https://t.co/xynnQuiFNt"
X Link 2025-11-28T10:14Z [----] 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

"@valuehurts Like both Diageo & Pernod but expect some pressure. Evolution AB: live casino US/Latam expansionbig upside (Dart 20%+). HK conglo: Jardines run but higher; CKH early much more. Property: Hysan/Great Eagle still room. Laggards: Keck Seng (hotels) Brasilagro (farmland soy)"
X Link 2025-12-26T02:07Z [----] followers, [---] engagements

"@valuehurts Splitting the G $DGE.L $DEO"
X Link 2025-12-26T15:09Z [----] followers, [---] engagements

"Outside Oil ($MER.TO $GTE $EC $PBR.A) & Platinum ($PPLT $ZPLA $SBSW) Keck Seng $0184.HK may be 2026's best bet. Despite value trap fears it tops HK property total returns over time. US/VN renovations done World Cup could spark gains. https://x.com/phil_hk/status/1986280493848068393 Keck Seng es el ejemplo perfecto de un mercado ineficiente Si revisas lo que comenta @HolyFinance sobre sus hoteles propiedades y balance cuesta entender su valoracin actual. Y ah es donde suelen nacer las mejores oportunidades https://t.co/xO3oQr4iqX https://x.com/phil_hk/status/1986280493848068393 Keck Seng es el"
X Link 2026-01-02T10:43Z [----] followers, [----] engagements

"CK Hutchison ($0001.HK) about to break out on weekly chart after long base Hired Goldman Sachs & UBS for dual HK-London IPO of Watson. Ports deal still pending into [----] (potential massive unlock) plus telecom unit spin-off/IPOs on watch. [----] could bring fireworks 🚀 #HKEX 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 Is Superman Li back For all"
X Link 2026-01-09T06:57Z [----] followers, [---] engagements

"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 Victor Li recentlystarted buying CK Asset $1113.hk again. Roughly [--] million shares picked up last week. https://t.co/v8UHoEHb4N Victor Li recentlystarted buying CK Asset $1113.hk again. Roughly [--] million shares picked up last week. https://t.co/v8UHoEHb4N"
X Link 2026-01-09T07:06Z [----] followers, [---] engagements

"$MER.TO $EC $PBR.A $SLB $GTE $KOS $EGY Been saying for years that we will see at least $250-$300 oil during this commodities bull market. I am now raising that target to $369. Oil now has a [---] year red bullish falling wedge and if that pattern is a halfway pattern which it most probably is then the price target https://t.co/T7tQrFaRaY Been saying for years that we will see at least $250-$300 oil during this commodities bull market. I am now raising that target to $369. Oil now has a [---] year red bullish falling wedge and if that pattern is a halfway pattern which it most probably is then the"
X Link 2026-01-09T10:12Z [----] followers, [---] engagements

"@MrsEvaMiller $MER.TO $GTE $KOS. Integrated majors in Latam like $EC and $PBR also very cheap"
X Link 2026-01-09T16:50Z [----] followers, [---] engagements

"@GlobalStockPick I have recently taken a position in Diageo (and Pernod). Like @orrdavid I have sized it small for now. There are early signs a bottom could be in. Last week saw good volumes and buyers stepping up"
X Link 2026-01-12T10:38Z [----] followers, [---] engagements

"$MOS Fertilizer stocks tend to move in sync with energy and crude oil. Strip away the noise and it is effectively the same trade. Sometimes oil leads often times its fertilizers. That is why it pays to watch both trends closely. With crude oil volatility near record lows and https://t.co/JhJkEp546H Fertilizer stocks tend to move in sync with energy and crude oil. Strip away the noise and it is effectively the same trade. Sometimes oil leads often times its fertilizers. That is why it pays to watch both trends closely. With crude oil volatility near record lows and https://t.co/JhJkEp546H"
X Link 2026-01-16T08:16Z [----] 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

"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

"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

"#Platinum up 10.6% to [---] RMB today in China equivalent to [----] USD / tr. oz. $PPLT $ZPLA $SBSW Precious metals hit record high again. Shanghai #silver jumped 13.8% in China on Monday #tin +8.6% #gold +3.7%. Guangzhou #platinum +10.6% #palladium +8.8%. #Lithium carbonate +6%. Shanghai #nickel +3.2% #copper +2.7% #aluminum +1.3% #zinc +0.8%. INE crude oil jumps 2.9% https://t.co/yfTE0G5Tps Precious metals hit record high again. Shanghai #silver jumped 13.8% in China on Monday #tin +8.6% #gold +3.7%. Guangzhou #platinum +10.6% #palladium +8.8%. #Lithium carbonate +6%. Shanghai #nickel +3.2%"
X Link 2026-01-26T07:22Z [----] 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

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