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@stock_logging Avatar @stock_logging Stock.Logging

Stock.Logging posts on X about insurance, $camx, $camxst, china the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXXX% countries XXXX% currencies XXXX% travel destinations XXXX% exchanges XXXX% stocks XXXX% cryptocurrencies XXXX%

Social topic influence insurance #117, $camx 9.68%, $camxst 9.68%, china #3214, $krys 9.68%, stocks #884, $yb 6.45%, ipo #50, balance sheet #661, $crmd XXXX%

Top accounts mentioned or mentioned by @searching4value @szewinvest @oddhootcapital @marcalcarbo @realyuvaraj @themapreducer @sy_capital @elkanoevfcf @sycapital @topsecretstocks @allcapallstrat @elkano_evfcf @joinyellowbrick @szew_invest

Top assets mentioned Krystal Biotech, Inc. Common Stock (KRYS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) NuCypher (NU) MercadoLibre Inc (MELI) Interlay (INTR)

Top Social Posts #

Top posts by engagements in the last XX hours

"$CAMX.ST $CAMX Strong quarterly results from Camurus (part of my biotech basket): ➡ Revenue: SEK 675.5m +51.8% YoY (vs. SEK 653m est.) ➡ Operating profit: SEK 292.05m (43.2% margin) +253.5% YoY ➡ EPS: SEK XXXX +226.4% YoY (vs. SEK XXXX est.) Unchallenged market leader in opioid addiction treatment strong pipeline resubmission for CAM2029 (acromegaly treatment) in the U.S. expected in Q3/25 a recently announced long-term collaboration with Eli Lilly ($LLY) on its proprietary FluidCrystal technology incredible operating leverage lots to like here. In my view one of the best high-growth stocks"
@stock_logging Avatar @stock_logging on X 2025-07-17 09:00:25 UTC XXX followers, 1276 engagements

"@searching4value @Szew_invest So you generally don't invest in Chinese stocks (just curious)"
@stock_logging Avatar @stock_logging on X 2025-07-27 18:53:11 UTC XXX followers, XX engagements

"@Elkano_EVFCF @Szew_invest I would definitely prefer to see a secondary listing in Hong Kong as well. Nevertheless $YB is in good company with other Chinese ADSs like $FUTU or $TIGR that also don't have a secondary listing"
@stock_logging Avatar @stock_logging on X 2025-07-28 04:40:06 UTC XXX followers, XX engagements

"One of the most interesting stocks Ive found in months ➢ Chinese online insurance broker & tech platform ➢ Recent Nasdaq IPO ➢ Ex-NetEase C-suite ➢ XXX% rev CAGR (3y) XX% Q1/25 rev growth ➢ XX% GM XXXX% OM XX% ROCE ➢ 2025 fwd P/E: XXX 📌 A thread on Yuanbao $YB 🧵"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:45:07 UTC XXX followers, 11.8K engagements

"8. Conclusion For investors willing to invest in Chinese equities Yuanbao is in my view one of the most attractive options currently available. Yuanbao essentially combines everything I look for in my investment strategy: an extremely asset-light business model high margins an exceptionally strong balance sheet (probably one of the best Ive seen in a long time) strong growth and an cheap valuation. Of course the stock carries risks and a China discount is certainly justified. However Im personally not too concerned about competition at this stage. Commissions from the brokerage business"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:54:45 UTC XXX followers, XXX engagements

"3. Moat & competition I wouldnt go as far as calling Yuanbao a company with an extremely deep moat but in my view it does have certain competitive advantages. A key advantage is the regulatory environment and the resulting entry barriers. ➢ Broker and agency licenses that allow offline insurance brokerage in China are not sufficient to distribute insurance products online. ➢ The regulator CBIRC requires online brokers to operate their own CBIRC-registered online platform (app or website) with full data ownership. The platform must comply with the so-called Level III security standards"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:49:07 UTC XXX followers, XXX engagements

"5. Key figures & balance sheet Yuanbao is a textbook example of an asset-light compounder financials and balance sheet look absolutely fantastic. Snapshot of key metrics (LTM incl. Q1/25) below. Figures and chart by: ➡ Gross margin: XXXX % ➡ Operating margin: XXXX % ➡ ROCE: XXXX % ➡ FCF / EBITDA: XX % in FY 2024 ➡ Receivables / total assets: XXXX % ➡ Cash & short term investments / total assets: XXXX % () ➡ Cash & short term investments / current mcap: XXXX % ➡ No net debt To further underline the asset-light nature of the business: CAPEX spending has been negative for the past four fiscal"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:51:40 UTC XXX followers, XXX engagements

"$KRYS Strong study results for Krystal Biotech and its subsidiary Jeune Aesthetics In a randomized double-blind and placebo-controlled Phase X study pipeline candidate KB301 showed significant improvements in severe wrinkles in the dcollet area over XX months as assessed by both investigators (left column) and patients themselves (right column). Important: There is currently no FDA-approved injectable treatment for the dcollet area. Investing in $KRYS therefore not only gives exposure to the market leader in the treatment of dystrophic epidermolysis bullosa (DEB) a rare skin disease but also"
@stock_logging Avatar @stock_logging on X 2025-07-24 14:11:33 UTC XXX followers, XXX engagements

"1. Background & management Yuanbao Inc. is a relatively young company founded in 2019 by Fang Rui. After launching in 2020 it managed to reach several million users in less than a year (important: Yuanbaos customers are the insurance companies themselves not the end users - more on that later). The companys mission is to make insurance accessible to the broader population especially in rural and remote areas. Just one year after launch Yuanbao was already valued at around CNY X billion (USD XXX million) in funding rounds. According to its IPO prospectus by 2023 Yuanbao had become the largest"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:45:40 UTC XXX followers, XXX engagements

"$CRMD Ive already increased my Cormedix position by XX% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the stock): CorMedix sells DefenCath a catheter lock solution that prevents infections in dialysis patients. Additional indications include TPN (Total Parenteral Nutrition) and oncology. Dialysis: TAM: 37m vials (inpatient) + 3.8m vials (outpatient) = 40.8m vials total (source: company presentation). Price per vial: currently $XXX but"
@stock_logging Avatar @stock_logging on X 2025-07-19 13:24:31 UTC XXX followers, 5202 engagements

"Portfolio Update June 2025 📊 Performance YTD (measured as TTWROR in EUR): XXXXX % (converted to USD it would be about XX% higher) ➡ Holdings: $INT.ST $INT $SLYG.DE $SLYG $NXSN.TA $NXSN $NU $MELI $7378.T $INTR $ALSTI $ALSTI.PA $247A.T $KURN.SW $KURN $ASTS $5621.T $SOFW.TA $SOFW $4374.T $5134.T $HROW $CAMX.ST $CAMX $4377.T $KRYS $4493.T $277A.T $215A.T $CRMD $4475.T $9911.HK $ALLIX $ALLIX.PA $4419.T $ETON ➕ New positions $CAMX.ST $KURN.SW $215A.T $CRMD $WALLIX.PA $9911.HK 🔼 Increased positions $KRYS $NU $HROW $ETON $4419.T ❌ Exited positions $OPTIMA.AT $TMDX $TBCG.L $4058.T $ASPI 🔻 Trimmed"
@stock_logging Avatar @stock_logging on X 2025-07-01 15:10:43 UTC XXX followers, 24.2K engagements

"Reposting some of my portfolio tickers since X only recognizes the first XX in search. $ASTS $5621.T $SOFW.TA $SOFW $4374.T $5134.T $HROW $CAMX.ST $CAMX $4377.T $KRYS $4493.T $277A.T $215A.T $CRMD"
@stock_logging Avatar @stock_logging on X 2025-07-01 16:28:20 UTC XXX followers, 1074 engagements

"2. Business model Yuanbao operates a digital insurance distribution platform accessible via web app or WeChat-integration through which individual customers can purchase medical insurance critical illness insurance (both short-term) and life insurance (long-term). Important: Yuanbao is not an insurance company but acts as a broker. It therefore bears no underwriting risk. The insurance companies themselves are Yuanbaos customers; hence there is no direct business relationship with the end customers. The platform collaborates with more than XX insurers across China including major names such"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:48:04 UTC XXX followers, XXX engagements

"7. Risks VIE risk: As it is typical with Chinese ADS investors in Yuanbao are investing in the Cayman Island holding company not directly in the operating entity in China. There is a risk that China could ban this VIE structure and US exchanges could delist Chinese companies due to political tensions. The latter has been repeatedly brought up during the recent trade and tariff disputes. Regulatory risks: Yuanbao operates in an already heavily regulated market. As the share of online distribution in total insurance distribution (see section 4) increases further regulatory tightening cannot be"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:53:50 UTC XXX followers, XXX engagements

"$6562.T Geniee Inc. Quick pitch: Japanese adtech co. with USD 120m mcap Guidance: XX% revenue and 3540% EBIT growth p.a. through 2030 Forward P/E 2025: XXX 1/3 of revenue comes from a hypergrowth SaaS solution which IMO alone justifies the current mcap Short🧵:"
@stock_logging Avatar @stock_logging on X 2025-07-16 12:19:40 UTC XXX followers, 8075 engagements

"4. Market analysis & growth plans 4A. Size of the market The IPO prospectus includes several interesting charts from Frost & Sullivan on the market in which Yuanbao operates. Chart 1: The first chart shows that the insurance penetration rate (total insurance premiums / GDP) in China significantly lags behind other developed markets (US UK Japan). China stood at just XXX % in 2022 vs. XXXX % in the US XXXX % in the UK and XXX % in Japan. However due to significant catch-up potential China is expected to post the highest growth in insurance penetration rising to XXX % in 2027 implying a XXX %"
@stock_logging Avatar @stock_logging on X 2025-07-27 15:50:17 UTC XXX followers, XXX engagements