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@alexeliasson "The Thai Stock Exchange is down -XX% YTD trailing several other markets by a delta of XX percentage points. Starting the year it already had 2-3 years of underperformance. Brutal valuation-compression Plenty of explanations. I'm a buyer of quality here"
@alexeliasson on X 2025-06-30 11:14:29 UTC 28.5K followers, 111.5K engagements

"Here's the real kicker: margins. As $TIGR shifts from land-grab mode to scaled operations its margin trajectory should mirror other mature brokers - just as they did post-scale. Consensus have margins topping out at XX% which I will bet against by being aggressively long"
@alexeliasson on X 2025-07-20 12:03:10 UTC 28.5K followers, 7681 engagements

"Gerresheimer $GXI - a global leader in Drug Delivery Systems and Medicine Packaging was slaughtered -XX% the last year in a bull-market over missing on earnings and lowered guidance. 1/4"
@alexeliasson on X 2025-07-10 09:02:37 UTC 28.5K followers, 49.3K engagements

"My main focus right now is Wealth Management - as it creates a sticky revenue base. scrolls for emoji's 🚀🚀🚀"
@alexeliasson on X 2025-07-20 12:03:04 UTC 28.5K followers, 2323 engagements

"2) The translator faced no easy task in converting all these large figures from the latest earnings call. Regardless of Ripple Labs final valuation an IPO would help underscore its worth in the context of todays m/cap"
@alexeliasson on X 2025-07-16 09:21:54 UTC 28.5K followers, 5376 engagements

"Broadleaf issued a Positive Profit Alert that earlier guidance will be exceeded by +38.2%. Operating Profit: H1 (2024): -44m H1 (2025): +760m Solid jump. The migration from on premise to SaaS continues ✅"
@alexeliasson on X 2025-07-18 04:10:44 UTC 28.5K followers, 17K engagements

"1) Last week SBI filed to IPO it's wholly owned Shinsei Bank in H2. Whisper valuation is $10-13.5b. A significant number in the context of current market cap but also a strategic streamlining of the Banking Securities and Asset Management business"
@alexeliasson on X 2025-07-16 09:21:53 UTC 28.5K followers, 1765 engagements

"Last month the CEO announced plans to double headcount in Hong Kong in the coming years - and we're still just scratching the surface. Moreover the data Ive compiled shows that the Hong Kong expansion has already proven highly beneficial"
@alexeliasson on X 2025-07-20 12:03:01 UTC 28.5K followers, 2787 engagements

"SBI $8473.jp m/cap $11.3b #1 Retail Broker ($FTK/$HOOD) in Japan Vertical integrated offering its own ETFs Mutual Funds and Wealth Management products. FY2024: Net Profit: +85% (ROE XXXX% +5.1 p.p.) +$1.2b Net profit NTM (10 p/e) X major catalysts in H2👇"
@alexeliasson on X 2025-07-16 09:21:52 UTC 28.5K followers, 37.6K engagements

"@blondesnmoney I can totally relate. If you have some patiencewhich Im sure you dotheres still plenty of fuel left in the tank fundamentally. Updated my back-of-the-envelope X minutes ago. 👇I'll try to expand on it this Sunday. $TIGR vs $BULL vs. $HOOD"
@alexeliasson on X 2025-07-18 14:51:43 UTC 28.5K followers, 1641 engagements

"In December 2022 call it early 2023 $TIGR decided to enter the home-turf of $FUTU: Hong Kong Hypergrowth experienced in 2024 continued into Q1-2025. Mind you most of these are QoQ numbers.😶"
@alexeliasson on X 2025-07-20 12:02:59 UTC 28.5K followers, 9557 engagements

"Halyk $HSBK acquires XX% of the leading Fintech platform: Click 👪+5 Million Monthly Active Users 🏨+70 XXX Merchants 💳#1 in Digital Payments Country of XX million transitioning from 💵to 📱digital payments"
@alexeliasson on X 2025-07-23 07:28:43 UTC 28.5K followers, 21.1K engagements

"Timing is always challenging. Most operational KPIs are at all-time highs while valuation metrics sit at or near 10-year lows. Moreover Hikari Tsushin has entered the shareholder register alongside an active share buyback program. Long since last week"
@alexeliasson on X 2025-04-20 13:17:05 UTC 28.5K followers, 7158 engagements

"Although I'm very grateful for the print 🧧💵by $FUTU this year - it's getting frothy and I've started to unload. Pay up 12x the market cap of $TIGR but only get 2.5x the customers (and similar growth rates) Switcheroo 🏇"
@alexeliasson on X 2025-07-20 12:03:09 UTC 28.5K followers, 2972 engagements

"2) X years ago when Bitcoin () was at $XXX Ethereum at $X and $XRP at $XXXXX SBI threw a Hail Mary and acquired X% of Ripple Labs becoming its largest shareholder. There are some outrageous valuation-spans for Ripple Labs ($XRP) as of late"
@alexeliasson on X 2025-07-16 09:21:53 UTC 28.5K followers, 1760 engagements

"Hikari Tsushin identified Broadleaf at the start of its SaaS transition and has been consistently buying ever since - without interruption. They now own nearly XX% of the outstanding shares. Seems like they like it"
@alexeliasson on X 2025-02-15 16:32:32 UTC 28.5K followers, 13.1K engagements

"@Tintincapital So you're saying. We should invest in digital-first platforms with far better tech-stacks than legacy banks easy access to margin financing a smorgasbord of options cryptos stocks and leveraged funds - with UX tilted to gamification. Sounds like $TIGR $SBI $FUTU to me 🤔"
@alexeliasson on X 2025-07-18 09:44:50 UTC 28.5K followers, 1046 engagements

"Some of the most renowned growth accounts on FinTwit frequently highlight Hikari Tsushin's stock-picking: "Berkshire of Japan" 🎎"
@alexeliasson on X 2025-02-15 16:32:32 UTC 28.5K followers, 9254 engagements

"@Szew_invest mrw seeing a legend join the $TIGR trade"
@alexeliasson on X 2025-07-22 12:33:15 UTC 28.5K followers, 1055 engagements

"We have the opportunity to buy a dominant software market leaderone thats gaining market share and generating over XX% recurring revenueat just 6x EBIT two years out. I think I see what Hikari Tsushin sees here and Ive scooped up some shares myself. Long. 👇"
@alexeliasson on X 2025-02-15 16:32:33 UTC 28.5K followers, 6979 engagements

"Similar to $LOGO $FNOX & $EPSIL is Macompta $MLMCA.PA in France - which I've been accumulating throughout the spring. You can find the pitch on my mate @NiklasOlof blog (and make sure to give him a follow)"
@alexeliasson on X 2025-05-08 07:12:27 UTC 28.5K followers, 7487 engagements

"I'm delighted to see the shares are of to a good start since my pitch. Most importantly however is that Hikari Tsushin $9435 acquired another X% of shares outstanding and now owns XXXX% of the company - up from XXXX% in early april. $8715 Anicom"
@alexeliasson on X 2025-05-08 08:06:47 UTC 28.5K followers, 18K engagements

"CITI upgrades $TIGR to Buy this morning and makes a rather large revision from $X to ➡ $XX. They have eps at XXXX next year which I believe is far to low so this is probably not the last revision. 🙃"
@alexeliasson on X 2025-07-22 14:21:33 UTC 28.5K followers, 25.5K engagements

"@Thy_Scapegoat @BillieBillion1 I understand it goes against the academic research but in reality quality companies get traded down all the time - for whatever small (& temporary) reasons. Case in point super-quality $FUTU was down to 13.2x p/e earlier this year"
@alexeliasson on X 2025-07-20 15:14:13 UTC 28.5K followers, XXX engagements

"TL;DR EV/Screen $300k Record () box office 2025 & 2026 $IMAX bid at $XX protects downside Dividend reinstated () EV/"normalized"-profit 5x next 12m China stimmies play () world-class brand New higher bid from $IMAX () R/R ✅"
@alexeliasson on X 2025-01-29 16:01:20 UTC 28.5K followers, 7915 engagements

"Tiger $TIGR currently outpaces its listed Nasdaq peers $BULL and $HOOD in growth:"
@alexeliasson on X 2025-07-20 12:03:06 UTC 28.5K followers, 2555 engagements

"Singapore already a well-established profit center- much like Germany is for $FTK.DE or Sweden is for $SAVE - still delivered impressive 60-100% growth rates across several segments"
@alexeliasson on X 2025-07-20 12:02:58 UTC 28.5K followers, 8936 engagements

"Another interesting KPI that I can share is that last month trading by clients of Tiger surpassed that of Ant Group's Bright Smart Securities on the HKEX. 2x mcap $tigr"
@alexeliasson on X 2025-07-20 12:03:02 UTC 28.5K followers, 2852 engagements

"The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD"
@alexeliasson on X 2025-07-20 12:03:08 UTC 28.5K followers, 5148 engagements

"TL;DR I'm buying a market leading financial conglomerate with growing revenue profits and improving efficiency at single digit multiples. IPO of Shinsei Bank in H2 perhaps followed by Ripple Labs might unlock further value. Decent enough R/R for my stunts in Japan-land"
@alexeliasson on X 2025-07-16 09:21:55 UTC 28.5K followers, 12.8K engagements

"CIMB new SOTP on $BABA's in light of the escalating investments needed to fight the "new" instant commerce war between Meituan and $JD. Back to pre-DeepSeek valuation again"
@alexeliasson on X 2025-07-11 09:18:08 UTC 28.5K followers, 13.4K engagements

"I have $GXI at 10x next year's P/E - an entry valuation rarely seen in this sector or in this stock. A whole schoolbus of drooling PE firms protects the downside and XX minutes ago management reassured the worst is behind us. Good R/R in a frothy market. Long @ XX. 4/4"
@alexeliasson on X 2025-07-10 09:02:40 UTC 28.5K followers, 8014 engagements

"Ill just sit back and watch Kenji Oyama-san cook"
@alexeliasson on X 2025-02-15 16:32:31 UTC 28.5K followers, 1697 engagements

"Tiger Brokers $TIGR 🐯 Q1: Revenue: +68% Operating Profit: +203% Operating Margin: XX% (17 p.p.) OPEX-to-Revenue: ATL (and declining) ARPU: +35% 📊Trading Volume: +155% 👪Customers: +24% 💷Customer Assets: XX% P/E 12x NTM is probably too cheap. A short 🧵👇"
@alexeliasson on X 2025-07-20 12:02:57 UTC 28.5K followers, 83.9K engagements

"My two largest holdings $TIGR 🐯 & $FUTU 🐂 sending the portfolio to a new ATH. 🚀 Tired old man's way to get exposure to the crypto/coin mania.👴"
@alexeliasson on X 2025-07-08 15:13:04 UTC 28.5K followers, 29.8K engagements

"For the last 1-year (& 2-years) Halyk $HSBK $hsbk.l has massively outperformed $KSPI. At 2.8x p/e (& +15% dividend) the recent digital transformation isn't priced in whatsoever - and it doesn't take much to continue outperform"
@alexeliasson on X 2023-11-26 16:05:39 UTC 28.5K followers, 27.2K engagements

"Autoinjectors Wearable Injectors Connected Drug Delivery Devices - and so on - are transforming medicine delivery a growth market and Gerresheimer is a recognized leader or top challenger across multiple segments. 3/4"
@alexeliasson on X 2025-07-10 09:02:39 UTC 28.5K followers, 7613 engagements

"In the last fiscal year Anicom initiated a share repurchase program targeting XX% of its market cap of which approximately half has been executed to date"
@alexeliasson on X 2025-04-20 13:17:04 UTC 28.5K followers, 7795 engagements

"LVMH $mc.pa har nu en totalavkastning p ca. X% under X r. ev/ebit 35x - 15x ev/s 6x - 3.5x Nr r ni kpare"
@alexeliasson on X 2025-04-15 08:23:37 UTC 28.5K followers, 40.7K engagements

"Gerresheimer $GXI ends discussions with private equity removing a potential short-term catalyst"
@alexeliasson on X 2025-07-17 01:16:07 UTC 28.5K followers, 18.9K engagements

"Now that the business has reached sufficient scale we're seeing operating leverage kick in - and the impact is massive"
@alexeliasson on X 2025-07-20 12:03:05 UTC 28.5K followers, 2113 engagements