# ![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1702205344544399360.png) @ALLKAResearch ALLKA Research

ALLKA Research posts on X about $bak, $pbr, pbr, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1702205344544399360/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:interactions.svg)

- [--] Week [------] +28%
- [--] Month [-------] +53%
- [--] Months [-------] +212%
- [--] Year [-------] +215%

### Mentions: [--] [#](/creator/twitter::1702205344544399360/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:posts_active.svg)

- [--] Month [---] -21%
- [--] Months [---] +107%
- [--] Year [---] +140%

### Followers: [-----] [#](/creator/twitter::1702205344544399360/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:followers.svg)

- [--] Week [-----] +0.72%
- [--] Month [-----] +4.40%
- [--] Months [-----] +44%
- [--] Year [-----] +45%

### CreatorRank: [-------] [#](/creator/twitter::1702205344544399360/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  92.31% [cryptocurrencies](/list/cryptocurrencies)  66.15% [finance](/list/finance)  26.15% [countries](/list/countries)  14.62% [currencies](/list/currencies)  3.85% [social networks](/list/social-networks)  3.08% [technology brands](/list/technology-brands)  3.08% [financial services](/list/financial-services)  2.31% [travel destinations](/list/travel-destinations)  0.77%

**Social topic influence**
[$bak](/topic/$bak) #5, [$pbr](/topic/$pbr) #3, [pbr](/topic/pbr) #11, [in the](/topic/in-the) 10.77%, [$pags](/topic/$pags) #2, [brazil](/topic/brazil) 6.92%, [rise](/topic/rise) #1543, [link](/topic/link) 6.92%, [rose](/topic/rose) 6.15%, [$lyb](/topic/$lyb) #15

**Top accounts mentioned or mentioned by**
[@paulmatleo](/creator/undefined) [@calvinfroedge](/creator/undefined) [@grok](/creator/undefined) [@iseelines](/creator/undefined) [@infomoneyand](/creator/undefined) [@israelmassa](/creator/undefined) [@f1](/creator/undefined) [@mercedesamgf1](/creator/undefined) [@marcelo12650938](/creator/undefined) [@tootiefrootie13](/creator/undefined) [@o_macro_invest](/creator/undefined) [@renatomestriner](/creator/undefined) [@leaofcl](/creator/undefined) [@iasmr95810](/creator/undefined)

**Top assets mentioned**
[Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [PolkaBridge (PBR)](/topic/$pbr) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Legend Biotech Corp (LEGN)](/topic/$legn) [Pinterest, Inc. (PINS)](/topic/$pins) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Johnson & Johnson (JNJ)](/topic/$jnj) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Dow Inc (DOW)](/topic/$dow) [Exxon Mobil (XOM)](/topic/$xom) [Pfizer, Inc. (PFE)](/topic/$pfe) [CI&T Inc (CINT)](/topic/$cint) [AMBEV S.A. (ABEV)](/topic/$abev) [VALE S.A. (VALE)](/topic/$vale) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [PepsiCo, Inc. (PEP)](/topic/$pep)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BAK $PBR $PAGS You dont have to like Lula. But Brazilian stocks and Brazils natural beauty are a must-love"  
[X Link](https://x.com/ALLKAResearch/status/2021635940989415834)  2026-02-11T17:22Z [----] followers, [----] engagements


"🟥🟥🟥 So enough spamming you with the Dead Sea. I opened the Seeking Alpha screener. Looking for new ideas in the Brazilian market. At the moment I like $PAGS $AFYA $CINT $ABEV and $VALE My criteria for initial stock selection: 1Country: Inc. Brazil Only companies incorporated in Brazil. 2P/E Non-GAAP (FWD): Custom (0.00 15.00) Forward Non-GAAP P/E between [--] and [--] filtering for relatively inexpensive stocks. 3Gross Profit Margin (TTM): Custom (30.00% 90.00%) [--] Gross margin over the last [--] months between 30% and 90% targeting highly profitable businesses. EBIT Margin (TTM): Custom (10.00%"  
[X Link](https://x.com/ALLKAResearch/status/1994831198854517011)  2025-11-29T18:09Z [----] followers, [----] engagements


"🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ TO THE END.Since I've reached [----] subscribers firstly I want to thank each and every one of you. And secondly I'm more than convinced of the need to be more open with you. Therefore my performance is next mid-December [----]. 🍍71% of my ratings were profitable. 🍍+10.3% average return. 🍍98 ratings. Why To become better and I simply enjoy numbers graphs and communicating with the smartest people in various"  
[X Link](https://x.com/anyuser/status/2001209669579145352)  2025-12-17T08:35Z [----] followers, [----] engagements


"$PAGS $BAK Even with the SELIC rate at multi-year highs Brazils retail sales grew 1.3% year over year far above the 0.2% consensus expectation"  
[X Link](https://x.com/ALLKAResearch/status/2011784519850852843)  2026-01-15T12:56Z [----] followers, [---] engagements


"$BAK $PAGS Lula start lowering rates support real"  
[X Link](https://x.com/ALLKAResearch/status/2015805335693295809)  2026-01-26T15:13Z [----] followers, [----] engagements


"$PAGS $STNE Are you ready For $13 $PAGS $13 is coming. https://t.co/eCYzQbJ7J9 $PAGS $13 is coming. https://t.co/eCYzQbJ7J9"  
[X Link](https://x.com/ALLKAResearch/status/2016174184984952936)  2026-01-27T15:39Z [----] followers, [---] engagements


"$BAK $PAGS I hope Brazilian stocks start rising like silver. Otherwise what's the point of all this Global investors are piling into Brazilian stocks: Brazilian stocks recorded +$2.3 billion in foreign inflows so far in January the most in a single month since December [----]. This is more than DOUBLE the prior [--] months combined. As a result the Brazilian Ibovespa stock https://t.co/GGsmh4ARFH Global investors are piling into Brazilian stocks: Brazilian stocks recorded +$2.3 billion in foreign inflows so far in January the most in a single month since December [----]. This is more than DOUBLE the"  
[X Link](https://x.com/ALLKAResearch/status/2016376446327910746)  2026-01-28T05:03Z [----] followers, [----] engagements


"$BAK $PBR So from the good. So far the price of natural gas is trading around $3 (multi-month low). The price of polymers has stabilized and is trying to rise. 🟥 Polyvinyl rose to [----] CNY/T 🟥 Polypropylene rose to [----] CNY/T 🟥 Polyethylene rose to [----] CNY/T"  
[X Link](https://x.com/ALLKAResearch/status/2021561200132391215)  2026-02-11T12:25Z [----] followers, [----] engagements


"$BAK $PBR So I became curious and tried to estimate when Bill No. 14/2026 might reach the Senate. The starting point was PRESIQ. In that case the A matria vai ao Senado Federal status appeared on October [--] and the bill was formally registered in the Senate a week later. $BAK $PBR So from the good. So far the price of natural gas is trading around $3 (multi-month low). The price of polymers has stabilized and is trying to rise. 🟥 Polyvinyl rose to [----] CNY/T 🟥 Polypropylene rose to [----] CNY/T 🟥 Polyethylene rose to [----] CNY/T https://t.co/rffe10BVc9 $BAK $PBR So from the good. So far the"  
[X Link](https://x.com/ALLKAResearch/status/2021688758911811736)  2026-02-11T20:52Z [----] followers, [---] engagements


"$BAK Petrobras SAVE Braskem $PBR.A $PBR #Petrobras informs about #Braskem $BAK https://t.co/dVoyJqNqUW $PBR.A $PBR #Petrobras informs about #Braskem $BAK https://t.co/dVoyJqNqUW"  
[X Link](https://x.com/ALLKAResearch/status/2021987478648107169)  2026-02-12T16:39Z [----] followers, [----] engagements


"$LEGN Even though Im tempted to invest in Brazil $PAGS and $BAK my specialty is pharma--and heres why Im focused on Legend Biotech. Multiple myeloma the blood cancer treated by Carvykti is growing fast: [------] new cases are expected globally by [----] up 85.5% from [----]. Carvykti is best-in-class boasting a 97% ORR far outperforming Pfizers Elrexfio (61%) and BMSs Abecma (68%). Its Q3 sales jumped 83% YoY to $524 million reflecting strong adoption and its 5-year remission rates plus patent protection until [----] make it a long-term winner. This is not just a drug--its a multi-billion-dollar"  
[X Link](https://x.com/ALLKAResearch/status/1995107626829357065)  2025-11-30T12:28Z [----] followers, [----] engagements


"https://seekingalpha.com/article/4847619-legend-biotech-is-carvykti-changing-cancer-treatment-forever https://seekingalpha.com/article/4847619-legend-biotech-is-carvykti-changing-cancer-treatment-forever"  
[X Link](https://x.com/ALLKAResearch/status/1995107873920041469)  2025-11-30T12:29Z [----] followers, [---] engagements


"$BAK In my view things are going very well at Braskem. The image on the right shows the current status of the damage mitigation efforts in Macei while the one on the left shows the situation two months ago. I will continue publishing updates in the same order"  
[X Link](https://x.com/ALLKAResearch/status/2008874539627983354)  2026-01-07T12:13Z [----] followers, [----] engagements


"$BAK $PBR I found an interesting news item dating back to [----]. Clearly a lot has changed since then and Braskem is very different today. Nevertheless its still worth keeping in mind. "Braskem To Build Venezuelan Cracker" Link: https://cen.acs.org/articles/84/web/2006/04/Braskem-Build-Venezuelan-Cracker.html https://cen.acs.org/articles/84/web/2006/04/Braskem-Build-Venezuelan-Cracker.html"  
[X Link](https://x.com/ALLKAResearch/status/2008967977883074660)  2026-01-07T18:24Z [----] followers, [----] engagements


"$BAK Braskem Idesa and Advarios Puerto Mxico terminal boosts polyethylene production by handling [-----] barrels/day of ethane mitigating feedstock shortages"  
[X Link](https://x.com/ALLKAResearch/status/2009530315656532325)  2026-01-09T07:38Z [----] followers, [---] engagements


"$BAK This also drives the growth of Mexicos polyethylene market contributing to import substitution securing supply and consolidating the countrys petrochemical value chain commented Braskem Idesa CEO Isabel Figueredo"  
[X Link](https://x.com/ALLKAResearch/status/2009530568174981406)  2026-01-09T07:39Z [----] followers, [---] engagements


"$BAK $PBR Braskem Makes Coupon Payment Amid Ongoing Review of Debt Load The Brazilian firm made payments on dollar bonds maturing in [----] the people said asking not to be identified because the information isnt public. LINK: https://www.bloomberg.com/news/articles/2026-01-12/braskem-makes-coupon-payment-amid-ongoing-review-of-debt-load https://www.bloomberg.com/news/articles/2026-01-12/braskem-makes-coupon-payment-amid-ongoing-review-of-debt-load"  
[X Link](https://x.com/ALLKAResearch/status/2010752830743760925)  2026-01-12T16:36Z [----] followers, [---] engagements


"$BAK Braskem Idesa S.A.P.I. 745% 19/29"  
[X Link](https://x.com/ALLKAResearch/status/2010992659893014995)  2026-01-13T08:29Z [----] followers, [----] engagements


"$LEGN $JNJ Joaquin Duato said the following at the 44th Annual J.P. Morgan Healthcare Conference.🟥🟥 "CARVYKTI which is our cell therapy has demonstrated overall survival versus the standard of care as early as second line. So very impressive.""  
[X Link](https://x.com/ALLKAResearch/status/2011030112347759088)  2026-01-13T10:58Z [----] followers, [---] engagements


"$LEGN $JNJ Part [--]. Cont. "And sometimes patients prefer to have this one-and-done type of therapy because they don't want the fact of having to come to the hospital for continuous infusions. So CARVYKTI is doing very well.""  
[X Link](https://x.com/ALLKAResearch/status/2011030293898281172)  2026-01-13T10:59Z [----] followers, [---] engagements


"$LEGN $JNJ Part [--]. Cont. "We are unrestricted from a supply perspective and you're seeing the growth that CARVYKTI is giving us.""  
[X Link](https://x.com/ALLKAResearch/status/2011030386722423175)  2026-01-13T10:59Z [----] followers, [---] engagements


"$BAK $PBR What's going on Where are the Braskem short sellers I need to understand the logic behind this bond rally. $BAK Braskem Idesa S.A.P.I. 745% 19/29 https://t.co/YJWLHmVut5 $BAK Braskem Idesa S.A.P.I. 745% 19/29 https://t.co/YJWLHmVut5"  
[X Link](https://x.com/ALLKAResearch/status/2011361780132397240)  2026-01-14T08:56Z [----] followers, [----] engagements


"$BAK $PBR And as usual here are two morning charts. Braskem Idesa S.A.P.I. 7.45% 19/29 rose 3.7% today"  
[X Link](https://x.com/ALLKAResearch/status/2011735790943158416)  2026-01-15T09:42Z [----] followers, [----] engagements


"$BAK $PBR Today Jan [--] -- [----] CNY/T Polypropylene"  
[X Link](https://x.com/ALLKAResearch/status/2011736057449234569)  2026-01-15T09:43Z [----] followers, [----] engagements


"$BAK $PBR 🟥One interesting thing I forgot to post today:🟥 PVC polyvinyl chloride prices although down 0.03% today have returned to their May [----] levels. They're also up 9.1% from their December 12th low"  
[X Link](https://x.com/ALLKAResearch/status/2011836910335934941)  2026-01-15T16:24Z [----] followers, [---] engagements


"$BAK $PBR What's going on Where are the credit rating agencies $BAK $PBR And as usual here are two morning charts. Braskem Idesa S.A.P.I. 7.45% 19/29 rose 3.7% today. https://t.co/rFkELvOynW $BAK $PBR And as usual here are two morning charts. Braskem Idesa S.A.P.I. 7.45% 19/29 rose 3.7% today. https://t.co/rFkELvOynW"  
[X Link](https://x.com/ALLKAResearch/status/2012089078070522146)  2026-01-16T09:06Z [----] followers, [----] engagements


"Does the rise in Bangladeshi bots indicate that retail investor interest in Braskem is coming $BAK"  
[X Link](https://x.com/ALLKAResearch/status/2012608966589608359)  2026-01-17T19:32Z [----] followers, [---] engagements


"$BAK $PBR Braskem Idesa S.A.P.I. 745% 19/29 The party goes on.🟥🟥🟥 $BAK $PBR What's going on Where are the credit rating agencies https://t.co/70gBqjLLsA $BAK $PBR What's going on Where are the credit rating agencies https://t.co/70gBqjLLsA"  
[X Link](https://x.com/ALLKAResearch/status/2013926245554090051)  2026-01-21T10:46Z [----] followers, [----] engagements


"$LEGN $IBB Carvykti sales totaled $555 million in Q4 up 66.2% year-on-year and 5.9% quarter-on-quarter. P.S. I also continue to increase my stake in Legend Biotech"  
[X Link](https://x.com/ALLKAResearch/status/2013941038834933919)  2026-01-21T11:45Z [----] followers, [----] engagements


"$BAK $PBR So after a short-term correction prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T"  
[X Link](https://x.com/ALLKAResearch/status/2014304442804220149)  2026-01-22T11:49Z [----] followers, [----] engagements


"$BAK $PBR Nothing interesting. The bears remain losers again. Prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T $BAK $PBR So after a short-term correction prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/sLe6CWf8As $BAK $PBR So after a short-term correction prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/sLe6CWf8As"  
[X Link](https://x.com/ALLKAResearch/status/2014625198369014019)  2026-01-23T09:04Z [----] followers, [----] engagements


"$BAK $PBR Will CADE finally give the green light on Braskem 🟥CADE is expected to rule in February on the transfer of Odebrechts shares leaving it with just a 4% minority stake. 🟥That would clear the last hurdle for closing the deal. Otherwise March [--] is the next key date"  
[X Link](https://x.com/ALLKAResearch/status/2014956620514484529)  2026-01-24T07:01Z [----] followers, [---] engagements


"Based on https://valorinternational.globo.com/business/news/2026/01/23/petrobras-gets-more-sway-over-braskem.ghtml https://valorinternational.globo.com/business/news/2026/01/23/petrobras-gets-more-sway-over-braskem.ghtml"  
[X Link](https://x.com/ALLKAResearch/status/2014956740496777684)  2026-01-24T07:01Z [----] followers, [---] engagements


"$BAK $PBR Prices for polypropylene continued to rise today. 🟥 Jan. [--] -- [----] CNY/T 🟥 Jan. [--] -- [----] CNY/T $BAK $PBR Nothing interesting. The bears remain losers again. Prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/u5W0DEWOhe $BAK $PBR Nothing interesting. The bears remain losers again. Prices for polypropylene continued to rise today. 🟥 Jun. [--] -- [----] CNY/T 🟥 Today Jun. [--] -- [----] CNY/T https://t.co/u5W0DEWOhe"  
[X Link](https://x.com/ALLKAResearch/status/2015737553769349602)  2026-01-26T10:44Z [----] followers, [----] engagements


"$BAK $PBR I forgot to post about polyvinyl chloride today. Polyvinyl rose to [----] CNY/T on January [--] [----] up 1.33% from the previous day. Besides as you can see prices have already risen above May [----] levels"  
[X Link](https://x.com/ALLKAResearch/status/2015876774224101534)  2026-01-26T19:57Z [----] followers, [---] engagements


"@paulmatleo Okay. But first $BAK at $10 a share"  
[X Link](https://x.com/ALLKAResearch/status/2017148446000447967)  2026-01-30T08:10Z [----] followers, [---] engagements


"$PINS $SPY I bought Pinterest shares on Friday. But why I've identified five reasons which I'll share with you now. 🟥First the number of PINS app downloads reached a new all-time high. At the end of December it reached [----] million up 28.5% from the beginning of December"  
[X Link](https://x.com/ALLKAResearch/status/2017514049647358056)  2026-01-31T08:23Z [----] followers, [----] engagements


"$PINS $SPY The second reason is that Pinterest shares are trading in oversold territory. 🟥🟥🟥 The RSI on the 1-H timeframe is already at [--] and on the 1-D it's at [----]. There's also an open gap on the daily timeframe between $28 and $32.1"  
[X Link](https://x.com/ALLKAResearch/status/2017516030147412205)  2026-01-31T08:31Z [----] followers, [---] engagements


"$BAK $PBR So polypropylene and polyethylene fell slightly today. On the other hand polyvinyl chloride prices rose. 🟥Dec. [--] -- [----] CNY/T 🟥Today -- [----] CNY/T 🟥Feb. [--] [----] -- [----] CNY/T"  
[X Link](https://x.com/ALLKAResearch/status/2018252730184188230)  2026-02-02T09:18Z [----] followers, [----] engagements


"$BAK $PBR Let me remind you that politicians have until March 4th to decide whether to lift Lula's veto or leave it in place. I'm talking about Projeto de Lei No. 892/2025 PRESIQ"  
[X Link](https://x.com/ALLKAResearch/status/2018262751232053587)  2026-02-02T09:58Z [----] followers, [---] engagements


"$PINS $SPY Pinterest app downloads in app stores continued to grow in January. $PINS $SPY I bought Pinterest shares on Friday. But why I've identified five reasons which I'll share with you now. 🟥First the number of PINS app downloads reached a new all-time high. At the end of December it reached [----] million up 28.5% from the beginning of December. https://t.co/SGjI6tItux $PINS $SPY I bought Pinterest shares on Friday. But why I've identified five reasons which I'll share with you now. 🟥First the number of PINS app downloads reached a new all-time high. At the end of December it reached"  
[X Link](https://x.com/ALLKAResearch/status/2018987697692606948)  2026-02-04T09:59Z [----] followers, [---] engagements


"So I found this bill. No. 14/2026 🟥You can read the full text here: 🟥If you're interested I'll be publishing updates on it. https://www.camara.leg.br/proposicoesWeb/prop_mostrarintegracodteor=3081316 Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://t.co/JOoCe5Isdu https://www.camara.leg.br/proposicoesWeb/prop_mostrarintegracodteor=3081316 Cmara aprova reduo de imposto que custa R$ [--] bi e beneficia Braskem https://t.co/JOoCe5Isdu"  
[X Link](https://x.com/ALLKAResearch/status/2021459960006385912)  2026-02-11T05:43Z [----] followers, [---] engagements


"$BAK $PBR Of no interest. Braskem/Alagoas Brasil's video frequency has been sharply declining in recent weeks. He usually released a video about it once every one or two days. The last one was [--] days ago"  
[X Link](https://x.com/ALLKAResearch/status/2020848930758529446)  2026-02-09T13:15Z [----] followers, [----] engagements


"$BAK $PBR Is this the end or what's happening"  
[X Link](https://x.com/ALLKAResearch/status/2022008867501355257)  2026-02-12T18:04Z [----] followers, [----] engagements


"$BAK $PBR So. Polymer prices continued to rise today. 🟥Polypropylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyethylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyvinyl Dec. [--] -- [------] CNY/T Today -- [----] CNY/T"  
[X Link](https://x.com/ALLKAResearch/status/2016446802388533278)  2026-01-28T09:42Z [----] followers, [----] engagements


"$BAK $PBR The party goes on. 🟥Polypropylene Jan. [--] -- [----] CNY/T Today -- [----] CNY/T $BAK $PBR So. Polymer prices continued to rise today. 🟥Polypropylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyethylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyvinyl Dec. [--] -- [------] CNY/T Today -- [----] CNY/T https://t.co/pRJPEx09AJ $BAK $PBR So. Polymer prices continued to rise today. 🟥Polypropylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyethylene Dec. [--] -- [----] CNY/T Today -- [----] CNY/T 🟥Polyvinyl Dec. [--] -- [------] CNY/T Today -- [----] CNY/T https://t.co/pRJPEx09AJ"  
[X Link](https://x.com/ALLKAResearch/status/2016799442368672001)  2026-01-29T09:03Z [----] followers, 11.2K engagements


"$BAK $PBR @grok tell me what will happen to polymer prices if Iran becomes pro-American and stops providing discounts on oil to China"  
[X Link](https://x.com/ALLKAResearch/status/2016917097469624681)  2026-01-29T16:51Z [----] followers, [---] engagements


"$BAK $PBR Interesting. I hope Grok is right. @ALLKAResearch If Iran shifts to a pro-American stance and halts discounted oil sales to China global oil supply could increase (via lifted sanctions) potentially lowering crude prices. This might reduce feedstock costs for polymers leading to softer prices overall. However China's higher @ALLKAResearch If Iran shifts to a pro-American stance and halts discounted oil sales to China global oil supply could increase (via lifted sanctions) potentially lowering crude prices. This might reduce feedstock costs for polymers leading to softer prices"  
[X Link](https://x.com/ALLKAResearch/status/2016917536911032621)  2026-01-29T16:53Z [----] followers, [---] engagements


"$BAK Braskem files lawsuit for [---] million euros against the ethylene cartel in Europe WHAAAAT 🟥🟥🟥 Braskem move ao de [---] milhes de euros contra cartel do etileno na Europa https://t.co/Fd7m5kfLsW Braskem move ao de [---] milhes de euros contra cartel do etileno na Europa https://t.co/Fd7m5kfLsW"  
[X Link](https://x.com/ALLKAResearch/status/2016946926457954564)  2026-01-29T18:49Z [----] followers, [---] engagements


"$BAK $PBR I had a dream about Braskem. There will be four key posts. But again its just a dream. Still Id appreciate a like or a repost. As always thank you comrades"  
[X Link](https://x.com/ALLKAResearch/status/2017134557938516056)  2026-01-30T07:15Z [----] followers, [---] engagements


"$LYB and $DOW two of its key peers offer high dividend yields. Braskem pays no dividends and paradoxically thats an advantage. If LyondellBasell or DOW are forced to cut dividends their stock prices could collapse. Braskem doesnt carry that risk"  
[X Link](https://x.com/ALLKAResearch/status/2017135131920662762)  2026-01-30T07:17Z [----] followers, [---] engagements


"$BAK $PBR The recent uptick in polypropylene prices strengthens Braskems negotiating position with bondholders. This could be a meaningful tailwind in refinancing talks and may allow the company to secure better terms than those offered back in December"  
[X Link](https://x.com/ALLKAResearch/status/2017135381037088925)  2026-01-30T07:18Z [----] followers, [---] engagements


"$BAK $PBR In the event of a war with Iran followed by a regime change China would no longer receive oil at a steep discount. As a result the petrochemical industry would be forced to raise polymer prices. Price dumping would no longer be an option"  
[X Link](https://x.com/ALLKAResearch/status/2017135604597703021)  2026-01-30T07:19Z [----] followers, [---] engagements


"$BAK $PBR If Iran were to block the Strait of Hormuz China would temporarily lose access to oil naphtha and others. Polymer production would drop sharply-even before factoring in additional costs. In that scenario Trump would likely move to decisively dismantle the Ayatollah"  
[X Link](https://x.com/ALLKAResearch/status/2017135882738745456)  2026-01-30T07:20Z [----] followers, [---] engagements


"$BAK $PBR Big Brazilian banks expected to post R$26.7bn Q4 profit 🟥 "In the third quarter several banks made provisions for specific cases in their corporate credit portfolios. Although no names were mentioned troubled firms included Ambipar Braskem and Razen.""  
[X Link](https://x.com/ALLKAResearch/status/2018417734879420472)  2026-02-02T20:14Z [----] followers, [---] engagements


"$BAK $PBR Link: https://valorinternational.globo.com/google/amp/business/news/2026/02/02/big-brazilian-banks-expected-to-post-r267bn-q4-profit.ghtml https://valorinternational.globo.com/google/amp/business/news/2026/02/02/big-brazilian-banks-expected-to-post-r267bn-q4-profit.ghtml"  
[X Link](https://x.com/ALLKAResearch/status/2018417824968888725)  2026-02-02T20:14Z [----] followers, [---] engagements


"$BAK Calvin you are right as always. Chems are absolutely ripping Chems are absolutely ripping"  
[X Link](https://x.com/ALLKAResearch/status/2018715732834476194)  2026-02-03T15:58Z [----] followers, [---] engagements


"$BAK $LYB Nice"  
[X Link](https://x.com/ALLKAResearch/status/2018716422751342924)  2026-02-03T16:01Z [----] followers, [---] engagements


"$BAK $PBR I wondered when the CADE would decide whether to approve IG4's purchase of a stake in Braskem. 🟥On July [--] Braskem announced that Novonor and Tanure had requested approval from CADE. 🟥On September [--] CADE approved the sale of Braskem to a fund linked to Nelson"  
[X Link](https://x.com/ALLKAResearch/status/2018744763957309916)  2026-02-03T17:53Z [----] followers, [---] engagements


"$BAK $PBR 🟥On December [--] Braskem: IG4 submitted to CADE a R$ [--] billion agreement to purchase a stake from Novonor. 🟥This means that in the Tanure case CADE's decision is expected at the end of March"  
[X Link](https://x.com/ALLKAResearch/status/2018745741422780762)  2026-02-03T17:57Z [----] followers, [---] engagements


"$BAK $PBR Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.97% from the previous day. 🟥Feb. [--] [----] -- [----] CNY/T $BAK $PBR So polypropylene and polyethylene fell slightly today. On the other hand polyvinyl chloride prices rose. 🟥Dec. [--] -- [----] CNY/T 🟥Today -- [----] CNY/T 🟥Feb. [--] [----] -- [----] CNY/T https://t.co/8BOUhgiGQN $BAK $PBR So polypropylene and polyethylene fell slightly today. On the other hand polyvinyl chloride prices rose. 🟥Dec. [--] -- [----] CNY/T 🟥Today -- [----] CNY/T 🟥Feb. [--] [----] -- [----] CNY/T https://t.co/8BOUhgiGQN"  
[X Link](https://x.com/ALLKAResearch/status/2018979097800532464)  2026-02-04T09:25Z [----] followers, [----] engagements


"$BAK $PBR A very beautiful picture. $BAK $PBR Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.97% from the previous day. 🟥Feb. [--] [----] -- [----] CNY/T $BAK $PBR Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.97% from the previous day. 🟥Feb. [--] [----] -- [----] CNY/T"  
[X Link](https://x.com/ALLKAResearch/status/2018979269939278144)  2026-02-04T09:25Z [----] followers, [----] engagements


"$BAK $PBR I don't know what else Mr. Market wants. The price of polyvinyl is just skyrocketing. 🟥🟥🟥 $BAK $PBR A very beautiful picture. https://t.co/xRg9d9Ovhf $BAK $PBR A very beautiful picture. https://t.co/xRg9d9Ovhf"  
[X Link](https://x.com/ALLKAResearch/status/2019335831350100186)  2026-02-05T09:02Z [----] followers, 10.1K engagements


"$BAK $PBR So my thoughts for the evening. 🟥The shekel has continued to weaken against the dollar in recent days. 🟥China exports more than 20% of Iran's oil. If the US and Israel strike Iran China's petrochemical industry will be in for a real rough ride"  
[X Link](https://x.com/ALLKAResearch/status/2019462968904139191)  2026-02-05T17:27Z [----] followers, [---] engagements


"$BAK $PBR Braskem Idesa S.A.P.I. 745% 19/29 bonds"  
[X Link](https://x.com/ALLKAResearch/status/2019637528127746455)  2026-02-06T05:01Z [----] followers, [--] engagements


"$BAK $PBR Braskem I promise if you grow to at least $5 per share I'll give you a lollipop and a cap. I need to improve my stats. 🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ TO THE END.Since I've reached [----] subscribers firstly I want to thank each and every https://t.co/gspFq8Uf1T 🟥PINNED SUNDAY December [--] [----]. Are you ready The beginning of a new week our $MSOS $BAK Braskem week. Are you with me Follow me for deep dives and insights. BUT BE SURE TO READ"  
[X Link](https://x.com/ALLKAResearch/status/2020531672198848706)  2026-02-08T16:14Z [----] followers, [----] engagements


"$BAK $PBR Excellent. But polymer prices need to continue to rise"  
[X Link](https://x.com/ALLKAResearch/status/2020727701271715934)  2026-02-09T05:13Z [----] followers, [---] engagements


"$BAK $PBR Nothing interesting is happening yet. 🟥Polyvinyl rose to [----] CNY/T on February [--] [----] up 0.12% from the previous day. 🟥Polypropylene rose to [----] CNY/T on February [--] [----] up 0.12% from the previous day"  
[X Link](https://x.com/ALLKAResearch/status/2020835312818405510)  2026-02-09T12:20Z [----] followers, [---] engagements


"$BAK $PINS And I just hope Braskem and Pinterest show the Moon Rally this week"  
[X Link](https://x.com/ALLKAResearch/status/2020835580956045811)  2026-02-09T12:22Z [----] followers, [---] engagements


"$BAK $PBR No big deal Braskem will fly to the moon and Europe will rejoice at its Islamic friends. Europe's Chemical Sector 'Will Disappear' Under Weight Of EU Green Deal CEOs Sound Alarm https://t.co/kCdRrSY2VH Europe's Chemical Sector 'Will Disappear' Under Weight Of EU Green Deal CEOs Sound Alarm https://t.co/kCdRrSY2VH"  
[X Link](https://x.com/ALLKAResearch/status/2020838228400689379)  2026-02-09T12:32Z [----] followers, [---] engagements


"$BAK $PBR The same status now applies to Bill No. 14/2026. 🟥 Based on this precedent I expect the bill to reach the Senate sometime next week with a vote potentially taking place within the following two weeks. After that it would move to President Lula for final approval"  
[X Link](https://x.com/ALLKAResearch/status/2021688943171842499)  2026-02-11T20:52Z [----] followers, [---] engagements


"$BAK So where's the news Should I go get some whiskey or some Pepsi"  
[X Link](https://x.com/ALLKAResearch/status/2022013509547307188)  2026-02-12T18:22Z [----] followers, [---] engagements


"$BAK $3.84 Just hooligans. Brazil I love you but this Braskem crap is driving me crazy"  
[X Link](https://x.com/ALLKAResearch/status/2022016725966107081)  2026-02-12T18:35Z [----] followers, [---] engagements


"$BAK Calvin you are such a wonderful person. I love you. @ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here https://t.co/ALurBVzDoD @ALLKAResearch @iseelines They're literally just talking about the IG4 transfer here https://t.co/ALurBVzDoD"  
[X Link](https://x.com/ALLKAResearch/status/2022018678460698774)  2026-02-12T18:43Z [----] followers, [----] engagements


"$BAK Just in case I checked the polymer prices. They're stable. So as @calvinfroedge said MM is just playing with us"  
[X Link](https://x.com/ALLKAResearch/status/2022025913328972254)  2026-02-12T19:11Z [----] followers, [---] engagements


"$BAK $PBR The strangest thing about this situation is that Braske's stock trading was temporarily suspended. Rumors of default were already circulating. Braskem issued a press release only a couple of hours later not within an hour of the rumors. That's just brutal. They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 https://t.co/bDsMrbtctq They literally ran it down nearly 20% on fake news and bought a huge slug of shares Truly admirable work $bak #brkm5 https://t.co/bDsMrbtctq"  
[X Link](https://x.com/ALLKAResearch/status/2022165042490486802)  2026-02-13T04:24Z [----] followers, [----] engagements


"$BAK $PBR THEY'RE JUST HOOLIGANS. GIVE ME THEIR ADDRESS whoever started these rumors yesterday. I'll send them a "Make Braskem Great Again" cap"  
[X Link](https://x.com/ALLKAResearch/status/2022266593342898411)  2026-02-13T11:08Z [----] followers, [---] engagements


"$BAK $PBR #BRKM I know you are tired of my posts but I am preparing an article about Braskem so please be patient. Found some interesting information from the report. "On April [--] [----] the Court of Justice of Alagoas granted Braskem's interlocutory appeal to declare the absolute lack of jurisdiction of the State Court of Alagoas ordering the transfer of the case to the Federal Court in Alagoas." Link: https://api.mziq.com/mzfilemanager/v2/d/540b55c5-af99-45f7-a772-92665eb948e9/a18daa7b-2feb-5618-d927-925e0b3d5b26origin=1"  
[X Link](https://x.com/anyuser/status/1921625627574063247)  2025-05-11T17:57Z [----] followers, [---] engagements


"$BAK $PBR #BRKM China slaps anti-dumping duties on plastics from US EU Japan Taiwan China on Sunday announced anti-dumping duties as high as 74.9% on imports of POM copolymers a type of engineering plastic from the United States the European Union Japan and Taiwan. Link: https://www.reuters.com/world/china/china-announces-anti-dumping-duties-plastics-us-eu-japan-taiwan-2025-05-18/ https://www.reuters.com/world/china/china-announces-anti-dumping-duties-plastics-us-eu-japan-taiwan-2025-05-18/"  
[X Link](https://x.com/anyuser/status/1924302733823119550)  2025-05-19T03:14Z [----] followers, [---] engagements


"$BAK $PBR #BRKM Tanure makes an offer to buy Braskem. https://oglobo.globo.com/blogs/lauro-jardim/post/2025/05/tanure-faz-oferta-para-comprar-braskem.ghtml https://oglobo.globo.com/blogs/lauro-jardim/post/2025/05/tanure-faz-oferta-para-comprar-braskem.ghtml"  
[X Link](https://x.com/anyuser/status/1925932813611635121)  2025-05-23T15:12Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Banks and Petrobras will play a decisive role in the sale of Braskem The first stage of negotiations between the controlling company Novonor and businessman Nelson Tanure was successful Link: https://valor.globo.com/empresas/noticia/2025/05/26/bancos-e-petrobras-terao-papel-decisivo-na-venda-da-braskem.ghtml https://valor.globo.com/empresas/noticia/2025/05/26/bancos-e-petrobras-terao-papel-decisivo-na-venda-da-braskem.ghtml"  
[X Link](https://x.com/anyuser/status/1926924775324094812)  2025-05-26T08:54Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Tanures Offer for Braskem Includes $100m Investment: O Globo Investor Nelson Tanures offer for Novonors stake in Braskem foresees a $100 million investment and includes the possibility of the Odebrecht family keeping a 4% stake in the petrochemical company O Globo columnist Lauro Jardimreported without detailing how he obtained the information. Link: https://news.bloomberglaw.com/bankruptcy-law/tanures-offer-for-braskem-includes-100m-investment-o-globo https://news.bloomberglaw.com/bankruptcy-law/tanures-offer-for-braskem-includes-100m-investment-o-globo"  
[X Link](https://x.com/anyuser/status/1926996249296707992)  2025-05-26T13:38Z [----] followers, [----] engagements


"$BAK $PBR #BRKM I sense panic spreading among our fellow Braskem investors. Excellent"  
[X Link](https://x.com/anyuser/status/1927234985859203283)  2025-05-27T05:26Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Given all the latest news including duties on PVC imports from the US is there a chance that Braskem will be bought out for $20 per share but its price will still be $4"  
[X Link](https://x.com/anyuser/status/1927768832355029020)  2025-05-28T16:48Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Comrades when will the "Braskem" rocket finally take off for Mars"  
[X Link](https://x.com/anyuser/status/1929898292780970275)  2025-06-03T13:49Z [----] followers, [----] engagements


"$BAK $PBR #BRKM While Trump and Musk are playing around the Brazilian real continues to strengthen against the US dollar. Since the beginning of the year the USD/BRL has fallen by about 10%"  
[X Link](https://x.com/anyuser/status/1930836143458685224)  2025-06-06T03:56Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Let's sum it up. If Nelson Tanure makes an offer includes tag-along rights to buy out a stake in Braskem we'll be rich soon. If Nelson Tanure's offer doesn't include tag-along rights we'll have to wait until the petrochemical cycle finally flies "to the moon." I'm choosing the first option. We need to ask him to do the right thing and also to help retail investors 'get out' of Braskem when it reaches new heights"  
[X Link](https://x.com/anyuser/status/1932709125051310296)  2025-06-11T07:58Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Help please. I'm confused. 1) Many people say that Braskem has big problems with debt. 2) Many say that Nelson Tanure will buy out Braskem for pennies and the banks will agree. On the other hand Braskem and Petrobras plan to invest hundreds of millions of dollars in expanding production. The Brazilian government introduces additional duties on polymer imports. When will the end come Or will the beginning come"  
[X Link](https://x.com/anyuser/status/1941063047067377860)  2025-07-04T09:14Z [----] followers, [----] engagements


"$BAK $PBR #BRKM I just want to remind you that $500 million is 1/3 of Braskem's current market capitalization. *BRADESCO BBI ESTIMA AUMENTO DE US$ [---] MILHES NO EBITDA ANUAL DA BRASKEM EM [--] ANOS CASO PROJETO SEJA APROVADO $BAK #BRKM5 *BRADESCO BBI ESTIMA AUMENTO DE US$ [---] MILHES NO EBITDA ANUAL DA BRASKEM EM [--] ANOS CASO PROJETO SEJA APROVADO $BAK #BRKM5"  
[X Link](https://x.com/anyuser/status/1942954937815629863)  2025-07-09T14:32Z [----] followers, [----] engagements


"$BAK $PBR #BRKM So last night I had a brilliant idea to watch EWERTON DRONEMCZ's video. He films Braskem's salt mine number [--] in Alagoas every day. Link: What did I do I simply found the same angle of the area where Braskem has been storing sand and other materials used to fill in the mine. Just four images showing the situation there one day ago four months ago eight months ago and a year ago. As you can see the situation has significantly improved and it seems to me that the work being carried out by Braskem is going according to plan. https://www.youtube.com/c/droneemczmacei%C3%B3al"  
[X Link](https://x.com/anyuser/status/1945408407856464374)  2025-07-16T09:01Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Since the Braskem boys haven't published their "Production and Sales Report" the only thing I could think of was to look at Petrobras' report. As you can see in the table below domestic sales of naphtha and Liquefied Petroleum Gas have grown year-on-year and quarter-on-quarter which is good. This is just an indirect sign that Brazil's petrochemical industry continues to flourish. Link: https://api.mziq.com/mzfilemanager/v2/d/25fdf098-34f5-4608-b7fa-17d60b2de47d/6fd34d30-e522-1527-9040-c4d6c40f1382origin=1"  
[X Link](https://x.com/anyuser/status/1950504915849072952)  2025-07-30T10:33Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Report next week. $BAK $PBR #BRKM Since the Braskem boys haven't published their "Production and Sales Report" the only thing I could think of was to look at Petrobras' report. As you can see in the table below domestic sales of naphtha and Liquefied Petroleum Gas have grown year-on-year and https://t.co/OITuFcJL7J $BAK $PBR #BRKM Since the Braskem boys haven't published their "Production and Sales Report" the only thing I could think of was to look at Petrobras' report. As you can see in the table below domestic sales of naphtha and Liquefied Petroleum Gas have grown"  
[X Link](https://x.com/anyuser/status/1950627365542940825)  2025-07-30T18:39Z [----] followers, [----] engagements


"$BAK $PBR #BRKM A cry from the heart. I don't understand what's going on with Braskem. Quarterly reports neither the rise in polymer prices nor anything helps the price of its shares. Whatever will be will be. In any case I won't sell the shares. Poop not Mr. Market and his friends"  
[X Link](https://x.com/anyuser/status/1950960388209586398)  2025-07-31T16:42Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Everyone must read it. The case for Braskem: $BAK https://t.co/RQXeshEqko The case for Braskem: $BAK https://t.co/RQXeshEqko"  
[X Link](https://x.com/anyuser/status/1954570220686774579)  2025-08-10T15:47Z [----] followers, [----] engagements


"$BAK $PBR I need to write less often. If I don't publish anything for two weeks Petrobras will acquire Braskem. $BAK $BRKM5 ESTADO - Petrobras avalia ampliar fatia na Braskem mas sem estatizar a companhia - Estatal quer ter mais poder de deciso em meio tentativa de venda da parte da Novonor https://t.co/pAHTzjHdA8 $BAK $BRKM5 ESTADO - Petrobras avalia ampliar fatia na Braskem mas sem estatizar a companhia - Estatal quer ter mais poder de deciso em meio tentativa de venda da parte da Novonor https://t.co/pAHTzjHdA8"  
[X Link](https://x.com/anyuser/status/1958518686345548241)  2025-08-21T13:16Z [----] followers, [----] engagements


"$BAK $PBR #BRKM Many want Braskem but no one wants to please its investors"  
[X Link](https://x.com/anyuser/status/1960024296035700815)  2025-08-25T16:59Z [----] followers, [----] engagements


"$BAK $PBR #BRKM I wonder if this could theoretically happen 1) Petrobras blocks the deal to sell Novonor's stake in Braskem to Tanure. 2) Petrobras and the banks agree to transfer Novonor's stake to private equity firm IG4 Capital. 3) Petrobras increases its stake in Braskem by buying shares through IG4 Capital. Thereby pumping up the price of Braskem shares and as a result both the banks and Petrobras are happy"  
[X Link](https://x.com/anyuser/status/1960564396129648896)  2025-08-27T04:45Z [----] followers, [----] engagements


"$PBR #BRKM WE ARE SO $BAK The antidumping measures could boost Braskem's pre-tax earnings by $150mn-$250mn representing a 10-15pc increase according to a July report by Brazilian bank BTG Pactual. If combined with the approval of legislation that restores tax incentives to the petrochemical sector the company's earnings could rise by up to 45pc in [----]. Link: https://www.argusmedia.com/en/news-and-insights/latest-market-news/2725994-brazil-antidumping-duties-to-disrupt-pe-markets"  
[X Link](https://x.com/anyuser/status/1961323626554089828)  2025-08-29T07:02Z [----] followers, [----] engagements


"Everyones watching oil prices. But the real story is hidden in Exxons Chemical Products segment 👀 Q2 earnings: $0.3B Next quarter margin tailwind: +$0.1$0.3B The petrochemical cycle might be turning $BAK $PBR $XOM #BRKM5 #EnergyStocks #Chemicals #ExxonMobil"  
[X Link](https://x.com/anyuser/status/1975423586371592478)  2025-10-07T04:50Z [----] followers, [----] engagements


"Braskem gets a boost Brazils Camex just extended the 20% import tax on PE PP & PVC resins until Oct [----]. Thats a full year of continued protection for local producers and a possible tailwind for $BAK #BRKM5 s margins in a volatile petrochemical market. $PBR Petrobras do you want to acquire 'Big Beautiful Braskem' #Braskem #Brazil #Petrochemicals #TradePolicy"  
[X Link](https://x.com/anyuser/status/1979399707831992761)  2025-10-18T04:10Z [----] followers, [----] engagements


"So ladies and gentlemen what do we have As an investor Im still in $BAK #BRKM5 Braskems "butt" but it feels like Im about to get out soon. Bonds for example "Braskem Netherlands Finance BV 7.25% 13-FEB-2033" have risen 5.4% since last week and over 30% in the last two weeks. What do you think Will $PBR Petrobras and Mr. Lula save us"  
[X Link](https://x.com/anyuser/status/1981257570045116611)  2025-10-23T07:13Z [----] followers, [----] engagements


"$BAK #BRKM5 Braskem Patriots I don't know what you're doing but I listened to $DOW's Q3 earnings call. Also link: https://seekingalpha.com/article/4832431-dow-inc-dow-q3-2025-earnings-call-transcript https://seekingalpha.com/article/4832431-dow-inc-dow-q3-2025-earnings-call-transcript"  
[X Link](https://x.com/anyuser/status/1981454505590853974)  2025-10-23T20:15Z [----] followers, [---] engagements


"$BAK $PBR #BRKM5 Braskem Patriots are you ready for a moonshot LULA: US-BRAZIL DEAL COMING SOON Brazilian President Luiz Incio Lula da Silva said his meeting with U.S. President Donald Trump was surprisingly good and that a trade deal could happen faster than anyone thinks. Speaking Monday in Malaysia Lula said he expected a LULA: US-BRAZIL DEAL COMING SOON Brazilian President Luiz Incio Lula da Silva said his meeting with U.S. President Donald Trump was surprisingly good and that a trade deal could happen faster than anyone thinks. Speaking Monday in Malaysia Lula said he expected a"  
[X Link](https://x.com/anyuser/status/1982729598258291041)  2025-10-27T08:42Z [----] followers, [----] engagements


"$BAK #BRKM5 Rising real interest rates quietly shape polymer markets. 💡 Higher rates = higher inventory costs stronger USD weaker speculative demand lower polymer prices. 💡 Lower rates = cheaper carrying costs more risk-taking prices rise. Its the same overshooting logic that drives commodities. Ignore it and you miss half the story. #polymers #macro #commodities #interestRates"  
[X Link](https://x.com/anyuser/status/1986065890203283910)  2025-11-05T13:39Z [----] followers, [---] engagements


"So what do you think Even though I'm only an investor in $BAK Braskem and $PAGS PagSeguro I think every investor in other Brazilian stocks would be happy to see this. For example $STNE or $PBR Brazil just posted $5.785B in foreign exchange inflows adding fresh fuel to the USD/BRL move toward [----]. Capital keeps returning as investors reposition around Brazils improving external balance strong trade surplus and Lulas aggressive defense of strategic assets. With global risk appetite stabilizing and Brazils carry still attractive BRL momentum is building again. The market is signaling that dips"  
[X Link](https://x.com/anyuser/status/1986481212366413962)  2025-11-06T17:10Z [----] followers, [----] engagements


"$BAK Is Braskem returning to life Or is it the end 💡US ethane exports to Mexico reached a record high in October just months after Braskem inaugurated its new ethane import terminal in Mexico. 💡Most of the October volumes that arrived in the port of Coatzacoalcos Mexico were aboard the Brilliant Future and Brave Future which are both Brazilian petrochemical firm Braskem's dedicated ethane vessels. 💡US ethane exports to Mexico could continue to grow as $BAK #BRKM5 Braskem's trading arm expects delivery of an additional four ethane ships for Braskem's feedstock requirements in 2026."  
[X Link](https://x.com/anyuser/status/1986728391584731350)  2025-11-07T09:32Z [----] followers, [----] engagements


"$BAK $PBR #BRKM5 So the rate of increase in chemical output worldwide is starting to slow. This is especially visible in the forecast for [----]. Or are the analysts lying again Yes it is too early to say that we will soon see the rise of the petrochemical sector but the signs are starting to appear. Source: https://atradius.us/dam/jcr:0d32718c-6b08-4b6b-a1a1-647782122253/Industry-trends-chemicals-october-2025.pdf https://atradius.us/dam/jcr:0d32718c-6b08-4b6b-a1a1-647782122253/Industry-trends-chemicals-october-2025.pdf"  
[X Link](https://x.com/anyuser/status/1986752445586735336)  2025-11-07T11:07Z [----] followers, [----] engagements


"This chart screams: Are growth stocks wildly overvalued compared to value stocks right now What do you think is worth buying $PBR $LYB $DOW $STNE or $BAK and $PAGS Its flashing some serious historical vibes: March [----] Dot-com bubble peak. 💡Growth stocks were flying high then CRASHthe bubble burst and value stocks took the crown for years. November [----] AI/FAANG/zero-rate euphoria. 💡Same insane overvaluation. Growth tanked hard in [----]. 💡October [----] Were at a new all-time high for this metric. 💡Thats rightmarket euphoria territory Even if we dodge a full-on crash like [----] or a brutal"  
[X Link](https://x.com/anyuser/status/1986841626069631245)  2025-11-07T17:02Z [----] followers, [----] engagements


"IS THE AMERICAN DREAM DEAD The average American is now [--] when they finally buy their first homeway up from [--] in [----] and a youthful [--] back in [----]. Skyrocketing costs are crushing hopes of homeownership. Across the pond Europes young adults are trapped forced to live with their parents well into adulthooda trend that used to be a Southern Europe thing but is now spreading fast. Is this the new normal #HousingCrisis #AmericanDream #GenZ #Iran #Trump #TrappedWithParents"  
[X Link](https://x.com/anyuser/status/1987047494484697285)  2025-11-08T06:40Z [----] followers, [---] engagements


"$BAK $LYB $XOM CAN THE WORLD BREAK ITS PLASTIC ADDICTION BEFORE ITS TOO LATE ❗❗❗A new global polymer model just dropped and the TERRIFYING truth is out: at this pace plastic demand will DOUBLE by [----] unleashing a tidal wave of waste emissions and ecosystem collapse. Cutting demand from today Mission impossible The model shows only two real escape routes: 🔥 Cap global polymer stock -- politically explosive. 🔥 Go all-in on mechanical + chemical recycling -- expensive but our best shot. And forget the myth that bio-plastics alone will magically save us. Today only 1% of polymers come from"  
[X Link](https://x.com/anyuser/status/1987071618812682655)  2025-11-08T08:16Z [----] followers, [---] engagements


"$BAK #BRKM5 SO HOW ARE YOU DOING BRASKEM HATERS $PBR Petrobras presented its "BUSINESS PLAN PETROBRAS 2025-2029" in which Braskem has a place because unlike you we believe in Brazil's petrochemical king"  
[X Link](https://x.com/anyuser/status/1987175814408831371)  2025-11-08T15:10Z [----] followers, [----] engagements


"$BAK $PBR #BRKM5 🔥 IS PETROBRAS RTM THE ENERGY POWERHOUSE TO WATCH IN [----] $20 PER SHARE TARGET ACHIEVABLE Petrobras Refining Transportation and Marketing (RTM) segment crushed it in Q3 [----] delivering impressive growth. Highlights: ❗Gross profit surged by $404M vs. 2Q25. Excluding inventory turnover ($277M in 3Q vs. $322M in 2Q) it hit $1.9B (up from $1.5B). ❗Operating income climbed boosted by higher margins and lower expenses from the Boaventura Energies Complex impairment reversal. ❗Sales revenue jumped 11% to $22.083B from $19.795B in 2Q25 driven by crude exports and trading. RTM fuels"  
[X Link](https://x.com/anyuser/status/1987177771592794327)  2025-11-08T15:17Z [----] followers, [----] engagements


"00/13 What if the biggest trade of [----] isnt in AI or crypto but in Brazil @infomoneyand @israel_massa do you agree with me While everyones screaming about Fed cuts and recession risk Brazil is quietly loading the spring: 💥 Selic still above 10% with cuts about to start 💥 60% of corporate debt floating 💥 Equities and BRL both trading at double discounts VanEck BBVA and Goldman all say the same thing: Brazil is entering a rare sweet spot growth up rates down valuations forgotten. This setup doesnt happen twice a decade. If you missed Mexicos [----] rally or Indias [----] melt-up this might be"  
[X Link](https://x.com/anyuser/status/1987492952050995630)  2025-11-09T12:10Z [----] followers, [---] engagements


"01/13 #VALE3 #PETR4 tariff-proof global winners💥💥 Brazil stands out for its macro resilience and strong domestic sectors. VanEck Only 12% exports to US immune to trade wars. #VALE3 #PETR4: iron ore & oil kings not US slaves. Next: the 60% debt bomb about to detonate earnings💥"  
[X Link](https://x.com/anyuser/status/1987492955117035804)  2025-11-09T12:10Z [----] followers, [---] engagements


"$PFE $IBB WHAT IF THE BIGGEST BORING STOCK OF [----] IS ABOUT TO 2X YOUR MONEY Pfizer s up 15% YTD yet trading like its [----] Blockbuster. Mr. Market is asleep at the wheel. Heres why hes about to get wrecked:"  
[X Link](https://x.com/anyuser/status/1987535489654505812)  2025-11-09T14:59Z [----] followers, [----] engagements


"What's happening with Formula [--] in Brazil @F1 @MercedesAMGF1 https://www.youtube.com/shorts/Sy8Sa9_2yXw https://www.youtube.com/shorts/Sy8Sa9_2yXw"  
[X Link](https://x.com/anyuser/status/1987567759895507435)  2025-11-09T17:07Z [----] followers, [---] engagements


"$BAK $PBR #BRKM5 WHAT IF TOMORROWS BRASKEM EARNINGS ARENT JUST ANOTHER REPORT 💰but the moment everything flips Two catalysts Im watching: [--] Did CEO Roberto Ramos finally put OpEx on a diet Cost discipline is the only path to a real rerating. [--] Is there tangible progress on the Alagoas disaster The mine disease has been Braskems heaviest anchor. Any verified mitigation = instant sentiment shift. If both hit could shock everyone who wrote off Brazils [----] bull run. Stay sharp tomorrow might be the inflection point. Or maybe we'll hear about the negotiations with Petrobras #Petrobras #RTM"  
[X Link](https://x.com/anyuser/status/1987597928916009044)  2025-11-09T19:07Z [----] followers, [----] engagements


"SO ANOTHER RISK IS GOING AWAY. Or is it I hope $PFE $BAK $PBR and $PAGS show their strength to the NASTY "bears" tomorrow. Eight members of the Senate Democratic caucus voted Sunday evening to proceed to a House-passed continuing resolution taking a major step toward ending the 40-day shutdown. The Senate voted 60-40 to advance the House bill which will serve as the legislative vehicle for a bipartisan deal to fund military construction veterans affairs the Department of Agriculture and the legislative branch through Sept. [--] and the rest of government through Jan. [--]. #Trump #LULA #shutdown"  
[X Link](https://x.com/anyuser/status/1987745441782313185)  2025-11-10T04:53Z [----] followers, [----] engagements


"So WHAT WERE ANY OF US fellow Brazilian stock enthusiasts LYING in this thread $PBR $BAK Despite all the noise everyone loves BRASKEM. There was no doubt about that. Petrobras is in 2nd place"  
[X Link](https://x.com/anyuser/status/1987896503084437990)  2025-11-10T14:53Z [----] followers, [----] engagements


"$BAK $PBR SO BRASKEM Lovers and Comrades. How are you There will be three "DISHES" for you today. 💥 Key points from #BRKM5 Braskem's Q3 report. 💥 The impact of the [---] billion Brazilian real deal with the State of Alagoas. 💥 What does the rumor about Novonor's stake in Braskem being sold to IG4 Capital remind me of What are the chances that we'll finally sell Braskem for at least $10 a share SUPPORT BY LIKE OR REPOST. OR do nothing I STILL APPRECIATE AND LOVE YOU. https://twitter.com/i/web/status/1988151106942214367 https://twitter.com/i/web/status/1988151106942214367"  
[X Link](https://x.com/anyuser/status/1988151106942214367)  2025-11-11T07:45Z [----] followers, [----] engagements


"$BAK $PBR #BRKM5 So I'll start with [--] key points I read in BRASKEM's Q3 report. Obviously there are more. If you find anything interesting please LET ME KNOW"  
[X Link](https://x.com/anyuser/status/1988153495472447736)  2025-11-11T07:55Z [----] followers, [----] engagements


"SO I don't understand Wall Street Mr. Market TRUMP or even @calvinfroedge. How can such great companies as $BAK $PBR $PAGS and $ITUB trade at such low multiples HISTORICALLY LOW yet continue to grow rapidly even faster than their European and American peers Hello 🍑institutional investors Are you going to buy at the highs again Brazilian stocks are the best"  
[X Link](https://x.com/anyuser/status/1988997983753416751)  2025-11-13T15:50Z [----] followers, [----] engagements


"$BAK $PBR $LYB #BRKM5 LyondellBasell Industries N.V. (LYB) Presents at [----] J.P. Morgan Industrials Conference (Transcript) ❗"An unusually heavy schedule of planned maintenance across the industry is putting more than 10% of ethylene cracking capacity offline during February March and April. And with a strong March order book and constrained industry supply we're optimistic for improved polyethylene pricing in March." ❗"In Europe we are seeing modest seasonal demand improvements and enjoying the benefits from lower feedstock costs associated with the fall in crude oil prices. Capacity"  
[X Link](https://x.com/ALLKAResearch/status/1900135132456955983)  2025-03-13T10:41Z [----] followers, [---] engagements


"$BAK $PBR $LYB #BRKM5 LyondellBasell Industries N.V. (LYB) Presents at [----] J.P. Morgan Industrials Conference (Transcript) ❗"Okay. Maybe what we'll do is we'll turn to current demand and commercial conditions. So people think about tariffs and tariffs on Canadian product and Canada is a net exporter actually of polymers to the United States. And there was the idea that there might be a 25% tariff on Canada on Canada -- Canadian imports into the U.S. And I believe prices in polyethylene settled flat in February." Link: #BREAKING #Brazil #StockMarket"  
[X Link](https://x.com/ALLKAResearch/status/1900135687896101160)  2025-03-13T10:43Z [----] followers, [---] engagements


"$BAK $PBR $LYB #BRKM5 Overall thanks to @Marcelo12650938 for reminding me about LyondellBasell Industries"  
[X Link](https://x.com/ALLKAResearch/status/1900135984223670769)  2025-03-13T10:44Z [----] followers, [---] engagements


"$BAK $PBR $LYB #BRKM5 Naphtha prices have stabilized. Given LyondellBasell Industries' comments there is renewed hope for a bright future for Braskem. What do you think #BREAKING #Brazil #StockMarket $BAK $PBR #BRKM5 Naphtha prices. No comment. Braskem's stock price won't react to this anyway. #BREAKING #Brazil #StockMarket https://t.co/3h3j5xFMOx $BAK $PBR #BRKM5 Naphtha prices. No comment. Braskem's stock price won't react to this anyway. #BREAKING #Brazil #StockMarket https://t.co/3h3j5xFMOx"  
[X Link](https://x.com/ALLKAResearch/status/1900167896027877591)  2025-03-13T12:51Z [----] followers, [----] engagements


"$TEVA Phew. I remember writing my first article about Teva back in [----]. Link: Back then many people hated me saying Teva had no future. And today its shares have risen by over 20%. The chances that this great Israeli company will start paying dividends are increasing. This is just the beginning. Conclusion: Listen to yourself not the crowd. https://seekingalpha.com/article/4698039-teva-pharmaceutical-buy-this-bargain-before-its-gone https://seekingalpha.com/article/4698039-teva-pharmaceutical-buy-this-bargain-before-its-gone"  
[X Link](https://x.com/ALLKAResearch/status/1986144171686584401)  2025-11-05T18:50Z [----] followers, [---] engagements


"$PBR Petrleo Brasileiro S.A. - Petrobras informs that it has acquired the rights and obligations of the Union in Mero and Atapu units at the Non-Contracted Areas Auction held today by Pr-Sal Petrleo S.A. PPSA. The consortium formed by Petrobras (80%) in partnership with Shell Brasil Petrleo Ltda (20%) acquired the Unions 3.500% participation in the production sharing agreement of the Mero shared reservoir offering a final amount of R$ [-------------]. With this acquisition Petrobras increases its participation in the Mero shared reservoir from 38.60% to 41.40%. Additionally also in partnership"  
[X Link](https://x.com/ALLKAResearch/status/1996602805734277189)  2025-12-04T15:29Z [----] followers, [---] engagements


"What if I told you ISRAELs economy surged long before the ceasefire with Hamas 🍎I'm starting a new thread🍎. Israels economy grew 12.4% on a quarterly basis in Q3 [----] and whats remarkable is that this surge took place before the ceasefire agreement with Hamas. At a moment when many expected a slowdown due to the situation in Gaza the economy accelerated instead of contracting. The key data points are clear. 🍑 Personal consumption increased 23% year-over-year and 5.3% quarter-on-quarter. 🍑Investment in fixed assets rose 36.9% year-over-year and 8.2% compared with Q2. These results support"  
[X Link](https://x.com/ALLKAResearch/status/1990064842305159233)  2025-11-16T14:30Z [----] followers, [---] engagements


"$BAK $PAGS Brazils annual inflation eased in December closing [----] within the central banks target range. Official data released Friday showed consumer prices rose 4.26% from the year prior in line with the median estimate of analysts surveyed by Bloomberg"  
[X Link](https://x.com/ALLKAResearch/status/2009606250104045977)  2026-01-09T12:40Z [----] followers, [---] engagements

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