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@Filapek Rudi Filapek-VandyckRudi Filapek-Vandyck posts on X about stocks, ai, bank, $nxt the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXXX% countries XXXX% stocks XXXX%
Social topic influence stocks 15.15%, ai 15.15%, bank 9.09%, $nxt #13, $bap 6.06%, $anz 6.06%, health 6.06%, $rhc #1, to the 6.06%, business XXXX%
Top accounts mentioned or mentioned by @fnarena @ausbiztvs @tmfscottp @johnwickpencil @kanoby26 @cherubmacro @johngri42042715 @thechartist @pastperformerau
Top assets mentioned Nxt (NXT) Credicorp LTD (BAP) Anzen Token (ANZ) Infinity Games (ING) CryptoTycoon (CTT) Spire Inc. (SR) Walton (WTC)
Top posts by engagements in the last XX hours
"RBC Capital on Inghams Group $ING: "1H26 EBITDA guidance of $80m is XX% below our 1H26 forecast of $97.8m and XX% below consensus of $95.8m. "ING has reiterated its FY26 guidance but this implies a XX% 2H EBITDA contribution vs XX% historically and the required 2H number to hit full year guidance (assuming $80m is achieved for 1H) is currently XX% above consensus XX% above RBCe. "While improved high level market fundamentals are a positive development particularly with regard to AU core poultry volumes and AU and NZ NSP cost headwinds appear to be weighing heavily on the earnings outlook in"
X Link 2025-11-11T23:37Z 9026 followers, 1019 engagements
"One day. Bapcor $BAP will no longer issue negative market updates. but I won't be there to enjoy the reward just like I haven't been on its register for many years now. There's no natural limit to how much negative news can come out of one company just ask Fletcher Building $FBU. Not my kind of risk-taking exercise so much is certain ;)"
X Link 2025-10-20T00:29Z 9025 followers, 2373 engagements
"RBC Capital on Cettire $CTT: "A decent result from CTT insofar as near term balance sheet concerns are alleviated as well as a return to profitability. "Achievement of profitability came as a result of large reduction in marketing spend (6% of sales vs XXX% in FY25 and XXX% in FY24) which has led to an -X% decline in active customers. "In the quarter CTT noted gross revenue declines of -X% vs the pcp (+18% growth ex-USA and -XX% in the USA) with a softer consumer environment in the US and changes in trade policy offsetting CTT's geographic diversification efforts. "We note the abolishment of"
X Link 2025-10-21T23:38Z 9026 followers, 1278 engagements
"Citi on $ANZ Bank: "ANZ reported FY25 cash earnings of $5787m in-line with Citi estimates. Comparisons vs consensus are complicated by some stale estimates (not fully updated for significant items) and the inclusion of the Panin impairment as a contra revenue rather than expense. "Relative to our forecasts (and adjusting for treatment of Panin) revenues were slightly softer vs our expectations (but largely markets-driven) but offset by operating costs which were slightly better. "ANZ has guided FY26 costs of $11.5bn (-3% YoY) vs VA consensus of $11.75bn which will be well received. "Capital"
X Link 2025-11-09T22:27Z 9025 followers, XXX engagements
"Jarden on $ANZ Bank: "We think this is really a nothing result as we look forward to new CEO - Nuno Matos's - cost-out strategy then revenue uplift the second of which looks much more aspirational. "There was little incentive for a new CEO to knock it out the park in his maiden result. "Underlying trends broadly consistent with what we have seen - ok volumes reasonable NIM trends low bad debts and enough CET1. "We look forward now to execution. ANZ has done it before with costs (FY00-03); revenues are always more challenging." #banks #stockinfocus #XJO #investing #equities"
X Link 2025-11-09T23:01Z 9024 followers, XXX engagements
"RBC Capital on Pro Medicus $PME: "Another private radiology group in the bag with Advanced Radiology win for $44m over 5-years. "Deal is for Visage X Enterprise Imaging Platform which includes Viewer struck on a transaction-based model with a go-live targeted for late 2Q CY26. "We view the $8.8m/yr of annualised revenue as incrementally positive for PME to meet FY27 consensus and further evidence of PME making headway in the private radiology network space having traditionally been stronger in IDN and Academic radiology groups. "We understand Advanced Radiology is primarily based in Maryland"
X Link 2025-11-16T23:49Z 9025 followers, 1267 engagements
"RBC Capital on Ramsay Health Care $RHC: "The company has reaffirmed its outlook for the Australian business to achieve EBIT growth in FY26 however the 1Q performance of the Australian business is exceeding consensus revenue and EBIT growth expectations. "The company has finalised the strategic review options for its shareholding in Ramsay Sante and will provide an update to the market on executing one of the options by no later than the 1H26 result. "We expect today's update on the Australian business to be taken well by the market." #stockinfocus #XJO #equities #investing"
X Link 2025-11-24T22:25Z 9026 followers, 1154 engagements
""We dont believe a low price/earnings ratio necessarily makes for a value stock. "We advocate looking for companies that offer growth but where the stock price is trading at a discount attractive enough to provide appealing upside as the market gradually begins to recognize that growth over time." Franklin Templeton #investing #equities #XJO #stocks"
X Link 2025-12-01T21:41Z 9026 followers, XXX engagements
"RBC Capital on Ramsay Health Care $RHC: "Spire Healthcare's trading update is a negative read-through for RHC's UK business. "This is because Spire Healthcare's revenue growth has decelerated to XXX% for Jul-Oct XX (vs XXX% in 1H25) driven by a recent slowdown in NHS activity Spire management is now guiding to the low end of the FY25 adjusted EBITDA range (implies XXX% YoY growth) Spire management's maiden FY26 EBITDA guidance is XX% below consensus estimates and is broadly flat YoY Spire management anticipates material uncertainty with NHS volumes and a NHS consultation paper proposes"
X Link 2025-12-03T20:29Z 9026 followers, XXX engagements
"RBC Capital on WiseTech Global $WTC: "New commercial model adoption uncertainty largely reduced with X Dec mandatory adoption for XX% of customers. "Material share price underperformance a more attractive multiple and improved board governance see us take a more constructive view and upgrade WTC to Outperform. "New CTO product remains longer dated to us and unlikely to materially contribute to FY26 revenue. Cost-outs from E2Open sound better than expected with most of the $50m target for FY27 occurring in FY26 as disclosed in today's investor update. "Transition year continues risk/reward"
X Link 2025-12-03T20:31Z 9026 followers, 1691 engagements
"Video: Upgrades and downgrades for Collins Foods $CKF NextDC $NXT and $QBE Insurance #XJO #equities #StockslnFocus #investing #stocks #allweatherman @FNArena"
X Link 2025-12-04T22:54Z 9026 followers, XXX engagements
"But but but Rudi It aint working and there's no money or acceptable return to be achieved. "Friday X December 2025 "Commonwealth Bank of Australia (CommBank) today announced a national technology skills initiative to help Australias small businesses build AI cybersecurity and digital capabilities to lift productivity and drive growth. "CommBank is investing in practical learning and masterclasses designed to help business owners improve and protect their businesses leveraging the latest technology - from AI-driven productivity to essential cybersecurity practices that can aid in safeguarding"
X Link 2025-12-05T01:29Z 9024 followers, XXX engagements
"$NXT @FNArena 👇👇#stockinfocus #XJO #equities #investing #AI"
X Link 2025-12-05T04:16Z 9026 followers, 1266 engagements
"RBC Capital on JB Hi-Fi $JBH: "We initiate coverage of JBH at Sector Perform with a $101/share price target. "JBH is a high quality omnichannel retailer with industry-best cost base efficiency. "We forecast heavy share gains for Amazon in online we are sceptical on AI tailwinds for the replacement cycle. "Currently trading at 20x 1yfwd P/E in line with the +1STDEV X% discount to ASX200 industrials vs XX% discount 5y-avg. JBH screens full vs peers." #investing #stockinfocus #XJO #equities"
X Link 2025-12-08T20:31Z 9025 followers, XXX engagements
"There's no natural limit to how much negative news a company can possibly generate. Exhibit number 1012: Bapcor $BAP RBC Capital: "BAP have downgraded adjusted NPAT guidance for FY26 by -XX% which is below consensus (-18%) expectations but in-line with RBCe. "The downgrade appears to be driven by softer trading performance in October and November "mainly" in the Trade segment. "BAP have retained 2H earnings guidance in line with prior expectations. "Although we see risk to this guidance given uncertainty around the timing of margin recovery across Trade in order to regain market share in a"
X Link 2025-12-08T23:05Z 9026 followers, 1623 engagements
"Is it just me or has general enthusiasm for the local share market cooled down. a lot"
X Link 2025-12-09T00:23Z 9026 followers, 3826 engagements
"#investing #stocksinfocus $NXT #XJO #AI #equities #allweatherman"
X Link 2025-12-09T23:42Z 9026 followers, XXX engagements
""For ASX lithium equities the read-through from the November 2025 China NEV data (link) is constructive. "Strong BEV sales and firm wholesale activity continue to support near-term pricing stability and volume certainty for Australian spodumene producers. "The chemistry mix remains modestly bullish for carbonate/LFP demand and neutral-to-mildly supportive for hydroxide with the supply chain operating on lean inventories and no evidence of a pre-CNY demand air-pocket despite BYDs decline in deliveries/market share. "Overall tightness across the chemicalcathode chain keeps SC6 pull-through firm"
X Link 2025-12-10T03:46Z 9026 followers, XXX engagements
"From RBC Capital Markets: "We are currently watching the US military buildup off the coast of Venezuela and believe a US-led regime change operation is likely in the cards in the coming weeks or Q126." #crudeoil #oil #Energy #investing #equities #stocks"
X Link 2025-12-11T03:52Z 9026 followers, XXX engagements
"It's a bear market for Technology in Australia. That's the simple beginning and finish of this story. Triple irony is growth is accelerating and next year sees AI suite rolled out so risk profile is actually diminishing. But there's no arguing against the tape. Meanwhile everyone can have their say and opinion their interpretations and their forecasts. Only one forecast will stand the test of time: this too shall pass eventually. $TNE"
X Link 2025-12-12T02:58Z 9026 followers, XX engagements