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

"One Bangkok is home to the worlds largest Swatch store. Not exactly bustling though"
X Link @illyquid 2025-10-18T07:06Z XXX followers, 1176 engagements

"Hard at work - spiting Popmart shorts"
X Link @illyquid 2025-10-20T04:55Z XXX followers, 2804 engagements

"$1416 profit alert - they should be trading at HK$ XXXX now I guess nobody should be surprised this SG construction name is doing well given all the orders their counterparties are announcing. Snagged some shares at 2.8x annualised EPS"
X Link @illyquid 2025-10-27T01:56Z XXX followers, 3959 engagements

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

"Nice win again. $omse. I did find someone to talk to about this at the energy conference today"
X Link @illyquid 2025-10-28T14:24Z XXX followers, 1187 engagements

"In the same way that $omse came from nowhere to win the Aramco contract $1416 came from nowhere to working with Exyte on the Micron plant. These are strengths not weaknesses (customer concentration; what happens when the contract ends). The 10-k reader has lost sight of the work and qualities required to achieve these things. The success did not come overnight"
X Link @illyquid 2025-10-28T15:35Z XXX followers, XXX engagements

"Shell engineer has come back with answers to some reader questions re $omse X. Why isn't Aramco also a big customer for the wellhead and X-mas tree segment These are highly engineered customised products (read: sticky) Had to draw this point out - Aramco might be supplied by Baker Hughes / Cactus Wellhead (n.b. trading at ev/ebitda close to 7) who also have a facility in Dammam. X. Are the connection pipes being used by Aramco for both oil and gas OMS speciality connector and pipes are used for well construction. Looks appropriate for both oil and gas"
X Link @illyquid 2025-10-23T02:16Z XXX followers, 1068 engagements

"$omse CEO interview - this is the guy who did the MBO and won the Aramco contract. He's doing well"
X Link @illyquid 2025-10-23T12:16Z XXX followers, 2786 engagements

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

"AI might drive EPS for this co up 3x in the next X years but it only has an EV/EBITDA of X. Still thinking through the degree to which its product is replaced by an alternative. Dramatically more liquid than the other ideas 🙃"
X Link @illyquid 2025-10-26T23:51Z XXX followers, 1390 engagements

"$1416 - at HK$ XXXX it trades at a P/E of X. Used to trade around 5-6. They might give a business update at the end of the week. If industrial construction slows down they will fall back on public sector infra and institutional buildings (hospitals etc)"
X Link @illyquid 2025-10-28T01:04Z XXX followers, 1596 engagements

"@dipinvest This is my niche. I like to spend some time physically close to the company and the people around it too. $omse is interesting but riding abit of choppy waters in O&G atm. Massive contract with Aramco as a ballast"
X Link @illyquid 2025-10-28T06:11Z XXX followers, XXX engagements

"SK Hynix results have sent the memory and storage supply chain in a feeding frenzy before I can write up and build a position.please check the chat"
X Link @illyquid 2025-10-29T00:44Z XXX followers, XXX engagements

"Tbf Im only doing this because people think they missed the boat which Im actually not sure is correct"
X Link @illyquid 2025-10-29T01:01Z XXX followers, XXX engagements

"Supply chain comments: "SK hynix plans to expand its production capacity through M15X where equipment installation has recently begun after the early opening of a new cleanroom and to accelerate the migration to advanced process technologies.""
X Link @illyquid 2025-10-29T01:22Z XXX followers, XXX engagements

"Yesterday I was introduced to a guy worth 10m from collecting Pokmon cards. He has walls of binders of top rated cards many signed by the artist and is so deluged with high value cards he has cards worth hundreds just lying on the floor. He paid off his first mortgage with a single card. I learned that card grading firms will take a cut of the value when awarding the highest grade. All such firms are now in private hands. A shame"
X Link @illyquid 2025-10-19T01:38Z XXX followers, 4941 engagements

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

"$psix weakness in sympathy with $cyd Yuchai directors detained by authorities in China"
X Link @illyquid 2025-10-20T15:55Z XXX followers, 1346 engagements

"$9998.hk paywall has been removed as promised. It still trades at LTM PE of X with $93.7m in cash and XX% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice XX% win. New domain is also now live"
X Link @illyquid 2025-10-24T08:18Z XXX followers, 10.8K engagements

"$6834.t - some selling on perceived threat of co-packaged optics"
X Link @illyquid 2025-10-29T04:05Z XXX followers, XXX engagements

"Public co with USD XXX portable projector in talks with Apple and other consumer electronics cos. Apparently no competing products and hard to replicate XXX hours powered by your phone and costs coming down. 🤯"
X Link @illyquid 2025-10-29T08:34Z XXX followers, XXX engagements

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

"Wow Im green on all my LVMH buys again"
X Link @illyquid 2025-10-07T14:56Z XXX followers, XXX engagements

"This was one of two great retail buys I made during Covid. The other one was Simon Property Group. Looking forward to reacquainting myself with this co"
X Link @illyquid 2025-10-12T05:29Z XXX followers, 5325 engagements

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

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

"Walking through Emsphere one gets the sense that Bangkok consumerism is closing the gap with Korea"
X Link @illyquid 2025-10-19T06:48Z XXX followers, XXX engagements

"Micron is opening a 7bn HBM packaging facility in Singapore next year which explains the massive capex number Singapore has secured for Electronics in the table below. TBE refers to total business expenditure"
X Link @illyquid 2025-10-20T11:25Z XXX followers, 8100 engagements

"I'm glad people like the idea "
X Link @illyquid 2025-10-21T02:06Z XXX followers, 1486 engagements

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

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

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

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

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

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

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

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

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

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

"$8637 only has 44m in revenue and makes the components that go into the equipment $mu is buying. 📈"
X Link @illyquid 2025-10-25T14:06Z XXX followers, 7602 engagements

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

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

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

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

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

"Love my new job"
X Link @illyquid 2025-10-27T02:41Z XXX followers, 2785 engagements

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

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

"So is CTR holdings a subcon on the new 7bn Micron site (Dont cheat by showing up to the site office and taking a photo)"
X Link @illyquid 2025-10-27T05:50Z XXX followers, 1989 engagements

"Nice move for this one this week. We like the CEO"
X Link @illyquid 2025-10-27T14:30Z XXX followers, 1138 engagements

"$1416 is a subcontractor on Singapores marquee chip project this year - the US$ 7bn Micron HBM packaging facility due to begin operations next year. They are typically involved in the shell and we estimate the value of this contract is at least S$ 70m"
X Link @illyquid 2025-10-28T07:25Z XXX followers, 1223 engagements

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

"@value_invest12 Incredible that you can have so many sharp people scouring the industry for ideas and this was just sitting there at a P/E of X. Nice call"
X Link @illyquid 2025-10-29T10:21Z XXX followers, XXX engagements

"I talked through $omse with a retired Shell engineer over at the orange site"
X Link @illyquid 2025-10-22T11:37Z XXX followers, 3448 engagements

"The people who encouraged me to publish are winning and it is beautiful to watch"
X Link @illyquid 2025-10-29T13:47Z XXX followers, 1056 engagements