# ![@Filapek Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::283392877.png) @Filapek Rudi Filapek-Vandyck

Rudi Filapek-Vandyck posts on X about stocks, stanley, $csl, china the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::283392877/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:interactions.svg)

- [--] Week [------] +81%
- [--] Month [------] +440%
- [--] Months [-------] +14%
- [--] Year [-------] +21%

### Mentions: [--] [#](/creator/twitter::283392877/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:posts_active.svg)

- [--] Month [--] -67%
- [--] Months [---] -9.80%
- [--] Year [---] +26%

### Followers: [-----] [#](/creator/twitter::283392877/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] +0.16%
- [--] Months [-----] +1.40%
- [--] Year [-----] +3.80%

### CreatorRank: [---------] [#](/creator/twitter::283392877/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  69.59% [stocks](/list/stocks)  15.54% [cryptocurrencies](/list/cryptocurrencies)  10.14% [countries](/list/countries)  8.11% [currencies](/list/currencies)  2.7% [technology brands](/list/technology-brands)  1.35% [financial services](/list/financial-services)  0.68% [social networks](/list/social-networks)  0.68% [exchanges](/list/exchanges)  0.68%

**Social topic influence**
[stocks](/topic/stocks) #3640, [stanley](/topic/stanley) 12.16%, [$csl](/topic/$csl) #18, [china](/topic/china) 4.05%, [strong](/topic/strong) 3.38%, [$amc](/topic/$amc) #327, [australia](/topic/australia) 3.38%, [inflation](/topic/inflation) 3.38%, [gdp](/topic/gdp) 3.38%, [ai](/topic/ai) 2.7%

**Top accounts mentioned or mentioned by**
[@fnarena](/creator/undefined) [@johnwickpencil](/creator/undefined) [@cherubmacro](/creator/undefined) [@thechartist](/creator/undefined) [@darrenbeale2](/creator/undefined) [@ausbiztv](/creator/undefined) [@alonzo_cthg](/creator/undefined) [@ausbiztvs](/creator/undefined) [@averyhappy](/creator/undefined) [@themotleyfool](/creator/undefined) [@alonzocthg](/creator/undefined) [@nigro54962nigro](/creator/undefined) [@peterswitzer](/creator/undefined) [@ryutay](/creator/undefined) [@markgardn](/creator/undefined) [@mathansoma](/creator/undefined) [@aushareplicity](/creator/undefined) [@livewiremarkets](/creator/undefined) [@goldmansachs](/creator/undefined) [@bellpotter](/creator/undefined)

**Top assets mentioned**
[Carlisle Companies, Inc. (CSL)](/topic/$csl) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Rally (RLY)](/topic/rally) [AllianceBernstein Holding, L.P. (AB)](/topic/alliancebernstein) [Ormat Technologies, Inc. (ORA)](/topic/$ora) [Agilon Health, Inc. (AGL)](/topic/$agl) [Amcor PLC (AMCR)](/topic/amcor-plc) [Banksocial (BSL)](/topic/$bsl) [Dont panic its organic (ORG)](/topic/$org) [Minswap (MIN)](/topic/$min) [ResMed Inc. (RMD)](/topic/$rmd) [Old Republic International Corporation (ORI)](/topic/$ori) [BHP Group Limited (BHP)](/topic/$bhp) [Newell Brands Inc (NWL)](/topic/$nwl) [Komodo (KMD)](/topic/$kmd) [Central African Republic Meme (CAR)](/topic/$car) [Bridge Oracle (BRG)](/topic/$brg) [Iagon (IAG)](/topic/$iag) [AMP Token (AMP)](/topic/$amp) [Anzen Token (ANZ)](/topic/$anz) [QnA3AI (GPT)](/topic/$gpt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"RBC Capital on Pinnacle $PNI: "PNI delivered strong flow performance for 1Q26 trading update with total flows tracking ahead of VA consensus estimates for 1H26. "Additionally PNI has announced $97 million investment for a 5% interest in Advantage Partners valuing the business at $1.84 billion which gives them scaled and diversified exposure to Asian private markets with expected strong FUM growth potential over the next twelve months (2x NTM) according to the company's release. "Assuming spot FX rates this would imply a valuation of 0.2x expected NTM FUM (US$6.5 billion) which we consider a"  
[X Link](https://x.com/Filapek/status/1980796484212895974)  2025-10-22T00:40Z [----] followers, [----] engagements


"RBC Capital on Orora $ORA: "Overall we believe Orora's 1H26 result will be quite well-received notwithstanding lower than anticipated D&A (timing issue) and $33m of restructuring costs taken below-the-line. "The underlying result was broadly in-line with market expectations the company maintained full year guidance and a new 10% share buyback program was also announced. EBIT was 2% ahead of market EPS was in-line while EBITDA was 2% below market with Cans in-line but Saverglass below. "Net debt of $387m was above our forecast of $351m and leverage was 0.9x. The dividend of 5cps unfranked was"  
[X Link](https://x.com/Filapek/status/2021721190285676862)  2026-02-11T23:01Z [----] followers, [---] engagements


"RBC Capital on AGL Energy $AGL: "AGL screens value on a two-year forward EV/EBITDA basis against its 5-year average and European peers. "We see upside from the better-than-expected performance from AGL's growing battery fleet retail tariff tailwinds other early coal plant closures and from Kaluza. "This is partly offset by Tomago contract uncertainty higher coal costs increased D&A as new projects come on stream weak gas book beyond [----] and potential delays / cost increases from Kaluza integration and customer adoption. "AGL screens at the lower end of its EV/EBITDA historical trading range"  
[X Link](https://x.com/Filapek/status/1995950355226722373)  2025-12-02T20:17Z [----] followers, [---] engagements


"RBC Capital on Amcor $AMC: "We remain cautious on Amcor ahead of the Q2 result (scheduled to be released in early February) given the continuation of soft CPG customer and consumer demand high debt levels (net leverage 3.6x as at [--] September 2025) and rising net interest costs. "While expectations are relatively low and the company will likely do all it can to achieve previously guided synergies and EPS targets we believe the earnings quality is also likely to be of relatively low quality. "We retain our Sector Perform rating with the stock trading on a FY26e EV/EBITDA multiple of 9.3x.""  
[X Link](https://x.com/Filapek/status/2011540269754458252)  2026-01-14T20:45Z [----] followers, [----] engagements


"Goldman Sachs on Amcor $AMC: "Amcor Plc First Take: 2Q supported by lower tax but FY reiterated & consensus at the bottom of the range. Buy" #stockinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/2018826699476283791)  2026-02-03T23:19Z [----] followers, [---] engagements


"I'll be on @ausbiztv's The Call today with Shaw's Philip Pepe. [--] minutes [--] + [--] #stocks including $BSL $ORG $TNE $WEB and more Be there or be Square (or simply watch and listen on replay). #investing #equities #XJO"  
[X Link](https://x.com/Filapek/status/2020999182597890114)  2026-02-09T23:12Z [----] followers, [----] engagements


"RBC Capital on $CSL: "CSL reported a very weak 1H result which missed against almost all group measures. Underlying NPAT was a 9% miss to RBCe and Consensus however reported NPAT was a 76% miss due to $1.6b of impairments across the sa-mRNA vaccines platform Venofer PPE other intangibles and other assets. "The market will likely be very disappointed by the operational miss in the CSL Behring business with Ig and albumin revenues being particularly weak although the disappointing CSL Behring numbers were partially offset by beats from Seqirus and Vifor. "Management has maintained FY26 revenue"  
[X Link](https://x.com/Filapek/status/2021341843049545919)  2026-02-10T21:53Z [----] followers, [----] engagements


"Ok sometimes one simply needs to appreciate what comes out of share market misery: From AI-phoria to AI-phobia Nicely put. #equities #investing #stocks"  
[X Link](https://x.com/Filapek/status/2022066753132790172)  2026-02-12T21:54Z [----] followers, [----] engagements


"RBC Capital on Mineral Resources $MIN: "We expect a positive response to MIN's 2Q result. "MIN posted a strong operational result across all segments (Iron ore Lithium and Mining services). Onslow Iron is now doing the heavy lifting as volume margin support de-gearing. Lithium is re-leveraging fast to price upside with Wodgina & Mt Marion both beating on volumes and margins. "Net debt came in below both RBCe and consensus. As flagged in our quarterly preview FY26 lithium volume guidance has been upgraded with Wodgina at 260-280k dmt SC6 (previously 220-240k dmt) and Mt Marion at 190-210k dmt"  
[X Link](https://x.com/Filapek/status/2016647633016963431)  2026-01-28T23:00Z [----] followers, [---] engagements


"Moelis on $PME: "Result missed expectations but fundamentals intact. Maintain HOLD due to macro risks. "However we see PME as attractive vs peers as we don't see as much risk of AI impacting growth and so the strong growth rate can continue for many years." #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2022065835419025531 https://twitter.com/i/web/status/2022065835419025531"  
[X Link](https://x.com/Filapek/status/2022065835419025531)  2026-02-12T21:50Z [----] followers, [----] engagements


"Barrenjoey has upgraded Pro Medicus $PME to Overweight: ". a bad day to be a software stock but PME should not have been down 24%. "The 1H26 miss was driven by contract phasing (larger 2H skew) with FY26E B*e revenue unchanged pre-currency adjustments. FY26E+ EPS revisions (5-12%) are driven by AUDUSD currency adjustments (prior B*e [----] vs spot 0.71) and a reduction in margin expansion in outer years. "Risks to B*e firmly skewed to the upside ex-currency risks and contract catalysts likely in 2H26E. PME is now trading on a PEG ratio of [---] in FY27E a level not seen since the COVID sell-off"  
[X Link](https://x.com/Filapek/status/2022099053866328309)  2026-02-13T00:02Z [----] followers, [----] engagements


"This was recorded before the proverbial hit the fan yet again this reporting season. In case anyone's still interested: #allweatherman #investing #equities #stocks #XJO @FNArena https://fnarena.com/index.php/2026/02/12/rudi-interviewed-february-is-less-about-earnings/ https://fnarena.com/index.php/2026/02/12/rudi-interviewed-february-is-less-about-earnings/"  
[X Link](https://x.com/Filapek/status/2022151624089870419)  2026-02-13T03:31Z [----] followers, [---] engagements


"Saturday morning. Maybe readers of The Australian newspaper might enjoy some of the Rudi flavour explaining whats impacting Aussie #equities in September #investing #stocks #XJO #allweatherman @FNArena"  
[X Link](https://x.com/anyuser/status/1705347290024509609)  2023-09-22T22:24Z [----] followers, [----] engagements


"A not so random question. remember when ResMed shares were sold off to near $20 They crossed $40 today. Let's see where today's fallen angels are in [----] shall we #investing #equities #XJO #investing #stocks $RMD"  
[X Link](https://x.com/anyuser/status/1884037424092999825)  2025-01-28T00:35Z [----] followers, [----] engagements


"RBC Capital on WiseTech Global $WTC: "New commercial model adoption uncertainty largely reduced with [--] Dec mandatory adoption for 95% 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](https://x.com/Filapek/status/1996316295374278922)  2025-12-03T20:31Z [----] followers, [----] engagements


"RBC Capital on Ramsay Health Care $RHC: "Ramsay Health Care have added to their Australian hospital assets through the entry into a sale agreement to acquire National Capital Private Hospital (National Capital) from the Healthscope Group. "The company expects Canberra-based National Capital will be in its Top [--] hospitals with respect to revenue and profitability. "The acquisition will be funded by Ramsay's existing debt facilities is expected to be EPS accretive in the first twelve months of ownership and the pro forma Funding Group leverage target of 2.5x will be maintained. "National"  
[X Link](https://x.com/Filapek/status/2003269875494748650)  2025-12-23T01:02Z [----] followers, [----] engagements


"RBC Capital on Orica $ORI: "Mining Services EV/EBITDA multiples have re-rated by 11% over the past [--] months and outperformed the market by 15% primarily on the back of higher commodity prices. "This macro backdrop is supportive of our positive investment thesis on Orica with higher commodity prices likely to translate to increased mined volumes (Blasting and Sodium Cyanide) increased premium product adoption (Blasting margins) and increased exploration and capex spend (supporting Digital adoption). "We retain our Outperform rating on Orica with the stock implying 8% upside from current levels"  
[X Link](https://x.com/Filapek/status/2012304316976218184)  2026-01-16T23:21Z [----] followers, [---] engagements


"RBC Capital on $BHP Group: "BHP delivered a mixed 2Q. On the operational front BHP delivered a clean DecQ execution beat led by iron ore and copper. "Iron ore and copper both beat on volumes copper beat hard on price and FY26 copper guidance was formally upgraded. "That combination should lift consensus FY26 EBITDA and EPS versus expectations. Escondida and WAIO continue to perform well and SA Copper continues to show signs of stability. "Momentum supports full-year delivery and reaffirmed cost discipline positioning BHP well against peers. The key offset is Jansen. Stage [--] capex has been"  
[X Link](https://x.com/Filapek/status/2013403064145977388)  2026-01-20T00:07Z [----] followers, [---] engagements


"RBC Capital on South32 $S32: "2Q production volumes were generally ahead of consensus but broadly inline on a copper equivalent basis vs RBCe with minor quarterly differences netting off. "Importantly FY26 production guidance was reaffirmed across all operated assets with H1 operating unit costs tracking in line with or below guidance at most operations. "Also better pricing from base and previous (Copper Zinc Silver) will further support earnings (despite missed from alumina & manganese). "Given concerns around seasonal fires and wet weather the strong volume and cost performance will be"  
[X Link](https://x.com/Filapek/status/2014111747792331059)  2026-01-21T23:03Z [----] followers, [---] engagements


"Citi on Netwealth $NWL: "Netwealth reported custodial net flows of $4.06 billion which was slightly higher than our forecast and strong when considering flows were impacted by one-off outflows. "The negative surprise was guidance for lower than expected EBITDA margin due to higher than expected costs." #stockinfocus #XJO #investing #equities https://twitter.com/i/web/status/2014117928648806627 https://twitter.com/i/web/status/2014117928648806627"  
[X Link](https://x.com/Filapek/status/2014117928648806627)  2026-01-21T23:28Z [----] followers, [----] engagements


"RBC Capital on $KMD Brands: "KMD's trading update was positive insofar as i) 1H26 to date sales growth is tracking ahead of expectations across all segments and ii) gross margins are tracking ahead of expectations with contraction decelerating over the course of the half (1Q26: -120bps 1H26 YTD: -100bps). "However with consensus expectations currently at the top-end of KMD's 1H26 EBITDA guidance ($8 million - $11 million) we expect operating expenses are currently tracking ahead of expectations." #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2018083797003280634"  
[X Link](https://x.com/Filapek/status/2018083797003280634)  2026-02-01T22:07Z [----] followers, [---] engagements


"Canaccord Genuity on Australian #gold stocks: "While the recent share price weakness in gold stocks may ultimately prove short term many of the current ASX100 and ASX300 addition candidates are gold names. "As such we believe Monday is likely to see notable share price moves in these candidates as index-related buying by quant funds which had been positioning ahead of potential inclusion now reverses. "For ASX100 candidates in particular these stocks could experience an air gap. This reflects small-cap funds having reduced exposures in anticipation of the gold weighting in the Small"  
[X Link](https://x.com/Filapek/status/2018114057128305140)  2026-02-02T00:07Z [----] followers, [----] engagements


"RBC Capital on Xero $XRO: Positive update with new information being (1) Melio breakeven appears [--] months earlier than RBCe at 2H28 vs 1H29 RBCe; (2) Management will provide better disclosure in May at FY26 result with an adjusted EBITDA guide and provide an FY27 revenue guide range to help bridge FY28 revenue aspiration; (3) FY26 guide reaffirmed. "Together with a Melio product demonstration today at 10:30am AEST should assist provide improved comfort and some comfort to the investor base. "FY26 guidance reaffirmed and unchanged for 70.5% opex/revenue ratio including Melio and excluding"  
[X Link](https://x.com/Filapek/status/2018465419674398878)  2026-02-02T23:23Z [----] followers, [----] engagements


"RBC Capital on Beach Energy $BPT: "An EBITDA and NPAT beat that was above our forecast and Visible Alpha consensus but generated by multiple low quality factors. "The interim dividend was less than our forecast and Beach FCF based guidance because of relatively high FY26 capex and decommissioning expenditure (Beach has maintained its dividend policy). "We continue to forecast negative FCF (all in) for FY26 and have also increased longer dated capex." #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2019510636204748943 https://twitter.com/i/web/status/2019510636204748943"  
[X Link](https://x.com/Filapek/status/2019510636204748943)  2026-02-05T20:37Z [----] followers, [---] engagements


"Lots of narratives swirling around about what exactly seems to be happening in global financial markets in [----]. I see social media postings from traders who have been badly burned and lots of colleagues and peers joining in with sympathy and mutual pain. Various comments are being made about markets having been too accommodating for way too long. Maybe that is key to understanding what is going on (Investors are equally feeling the pain btw). #investing #XJO #equities #stocks https://twitter.com/i/web/status/2019518000467177533 https://twitter.com/i/web/status/2019518000467177533"  
[X Link](https://x.com/Filapek/status/2019518000467177533)  2026-02-05T21:06Z [----] followers, [----] engagements


"Citi on $REA Group: "We view the -8% share price move as an overreaction to the magnitude of the NPAT miss/downgrade. "That said given elevated sector-level concerns it's not surprising that any negative update would not be taken well. "Plenty of questions on AI on both monetisation and costs. We see the expectation of double-digit yield growth for FY27e as positive especially given increased competition. "Further the negative jaws in 1H wasn't a surprise to us given how weak volumes were." #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2019583482905915858"  
[X Link](https://x.com/Filapek/status/2019583482905915858)  2026-02-06T01:26Z [----] followers, [----] engagements


"RBC Capital on $Car Goup: "A largely uneventful result. 1H26 results were modestly ahead of RBCe but in-line with consensus expectations at both the headline and divisionally. "FY26 guidance is unchanged. In the context of CAR's large underperformance vs the market (3M: -30% vs ASX200 -1.4%) we expect the market to consider this result as a win and move on to more interesting results." #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2020624366325875114 https://twitter.com/i/web/status/2020624366325875114"  
[X Link](https://x.com/Filapek/status/2020624366325875114)  2026-02-08T22:22Z [----] followers, [----] engagements


"Wanna play a game We'll call it financial market whack-a-mole. Let's go out and find the next future AI victim. #XJO #equities #investing #stocks"  
[X Link](https://x.com/Filapek/status/2021327518863851806)  2026-02-10T20:56Z [----] followers, [----] engagements


"@JohnWickPencil I do not work for this company and neither do I have any special insights. maybe some of the analysts' reports can shed some light"  
[X Link](https://x.com/Filapek/status/2021347024747233458)  2026-02-10T22:14Z [----] followers, [---] engagements


"RBC Capital: "We have analysed Philips (covered by RBC analyst Natalia Webster) 4Q25 result (Dec YE) for potential implications for RMD and NAN which include: "In 4Q25 the Connected Care segment reported 7% comparable sales increase driven by double-digit growth in Monitoring and mid-single-digit growth in Enterprise Informatics. "However in this result very few comments were made about the Philips Sleep & Respiratory Care business and therefore we did not obtain any read-throughs for RMD. "In 4Q25 the Diagnosis & Treatment segment reported a comparable sales increase of 4% with Precision"  
[X Link](https://x.com/Filapek/status/2021360452706632085)  2026-02-10T23:07Z [----] followers, [---] engagements


"@DarrenBeale2 @averyhappy Maybe there was something in Philips' result overnight but RBC Capital (see earlier Tweet) didn't see anything negative for ResMed"  
[X Link](https://x.com/Filapek/status/2021428207455699376)  2026-02-11T03:36Z [----] followers, [--] engagements


"Citi on Breville Group $BRG: "Broadly inline 1H with slightly better outlook "1H26 NPAT of $98.2 million was broadly inline with VA consensus of $99.9 million. A dividend of 19cps was declared (VA consensus: 18.5cps). "We think the guidance should be well received given investor concerns around tariffs currency and increasing short interest. "Breville remains one of the highest quality stocks in our coverage." #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2021714083012289019 https://twitter.com/i/web/status/2021714083012289019"  
[X Link](https://x.com/Filapek/status/2021714083012289019)  2026-02-11T22:32Z [----] followers, [---] engagements


"Citi on Insurance Australia Group $IAG: "10% consensus beat albeit helped by profit commissions and reserve releases but top-line growth weak new A$200m buyback" #stockinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/2021714458717143184)  2026-02-11T22:34Z [----] followers, [---] engagements


"RBC Capital on Soluth32 $S32: "A clean P&L and dividend beat led by Sierra Gorda Cannington and Australian Manganese underscores strong price leverage and improved operational execution. Guidance remains intact and capex ranges are unchanged supporting confidence in FY26 delivery. "However net debt closed at US$25m versus our expectation of net cash reflecting other costs including FX (capex spend in-line). "Strategically progress at Hermosa and optional expansion at Sierra Gorda continue to position the portfolio toward higher-margin copper and zinc growth." #stockinfocus #XJO #equities"  
[X Link](https://x.com/Filapek/status/2021720813175812539)  2026-02-11T22:59Z [----] followers, [---] engagements


"@themotleyfool That's not the full proposition is it Does that particular stock fall by -20% as well or does it rise or fall by more than -20%"  
[X Link](https://x.com/Filapek/status/2021722304716452164)  2026-02-11T23:05Z [----] followers, [----] engagements


"Citi on $AMP : AMP's FY25 underlying NPAT of A$285m (+21% yoy) is in-line with our/consensus estimate of A$285m with the profit growth mainly driven by sound cost control (controllable costs of A$603m -7% yoy) solid AuM growth and stronger contribution from China Partnerships. "However margins were slightly weaker than expected mainly reflecting the interaction of higher AUM growth vs. tiered fee structures. "For profit by segment Platforms is the segment that most surprised on the downside vs our forecasts and consensus but net cash inflows in 4Q are strong and better than expected."  
[X Link](https://x.com/Filapek/status/2021725555637596270)  2026-02-11T23:18Z [----] followers, [----] engagements


"@Alonzo_CTHG It's a Bear market for Growth Quality and AI stocks. There's no escaping it even if you tried ;)"  
[X Link](https://x.com/Filapek/status/2021741437541622031)  2026-02-12T00:21Z [----] followers, [---] engagements


"Canaccord Genuity on $CSL: "On first glance CSL's FY26 guidance is in trouble - the NPATA outlook surprisingly maintained after missing 1H26 forecasts. "The themes today will likely include consecutive misses in immunoglobulins (IG down 6% and a 9% miss) and albumin (down 27% and a 18% miss). "Bright spots exist in the broader portfolio (e.g. HEMGENIX ANDEMBRY) but both remain nascent contributors unlikely to offset structural weaknesses in the short term. "Behrings segment contribution (US$2333m) was down 7% and missed CG/VA by 12%/9% noting flat GM. "Seqirus and Vifor both did better than"  
[X Link](https://x.com/Filapek/status/2021351870690963578)  2026-02-10T22:33Z [----] followers, [----] engagements


"Citi on $ANZ Bank: "ANZ printed 1Q26 NPAT of $1.9bn 6% ahead of Citi expectations and 8% ahead of the quarterly run-rate implied by VA consensus. "The beat was largely driven by faster than expected progress on costs with costs 3% below our expectations in the quarter. "All up we expect low single digit upgrades likely to consensus from better asset quality." #stockinfocus #banks #equities #investing #XJO https://twitter.com/i/web/status/2021713699619394047 https://twitter.com/i/web/status/2021713699619394047"  
[X Link](https://x.com/Filapek/status/2021713699619394047)  2026-02-11T22:31Z [----] followers, [---] engagements


"RBC Capital on Pro Medicus $PME: "Removing 4DX contribution ($149m pre-tax) sees PME miss consensus estimates -2% revenue/-10% EBIT we assume on contract phasing difficulties as the market struggles to estimate multiple large contract win contributions. "FX headwinds also dragged which we flagged in our pre-reporting technology pack. "We expect the FX headwinds to worsen into 2H given the stronger AUD over recent months. Cashflows also below street with OPCF -5%/ FCF -9%. "Outlook for pipeline remains strong across customer segments." #stockinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/2021718156956643806)  2026-02-11T22:49Z [----] followers, [----] engagements


"RBC Capital on $COH: "COHs 1H26 result was weaker than consensus as we had been flagging but it also came in below our forecasts. "Cochlear implant revenue was weak (-2% but there was LSD growth in developed markets) as the roll-out of the new Nexa implant took longer than anticipated. "However CI unit growth improved to 10% in Nov and Dec in key markets as the availability of the Nexa improved. "Services revenue was in line with consensus and Acoustics was weaker due to increased competitor activity. Gross margin deteriorated due to a higher mix of sales from emerging markets. "Management"  
[X Link](https://x.com/Filapek/status/2022065548889403573)  2026-02-12T21:49Z [----] followers, [---] engagements


"Citi on BWP Trust $BWP: "BWP's 1H26 DPS of 9.6cps came slightly below Citi expectations of 9.7cps and in line with VA consensus. "NTA of $4.00 per unit is up 0.5% HoH placing the stock on a c7.5% discount to NTA. BWP reaffirmed FY26 distribution per unit at 19.41cps (up 4.1% on FY25) in line with Citi and VA consensus expectations of [----] cps. "1H26 Like-for-like rental growth was +2.6%. [--] Large Format Retail market rent reviews completed at a 7.6% average increase. BWP internalised its management structure aligning closer with investors." #stockinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/2022081647735402900)  2026-02-12T22:53Z [----] followers, [---] engagements


"RBC Capital on $CSL: "CSL has disappointed again with FY26 guidance downgraded and lower earnings growth now expected for FY27 and FY28. "While we can understand the weak flu market impacting FY26 earnings the tempered medium-term growth makes us question the growth in the core CSL Behring business. "We have reduced our earnings forecasts and increased our WACC to reflect higher company risk. "This has reduced our PT to $189/share (from $280). We retain a SP given CSL's valuation and financial metrics relative to peers looks reasonable." #stockinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/1983270544771559481)  2025-10-28T20:31Z [----] followers, [----] engagements


"Earlier this week. $CSL update by Macquarie @FNArena #stockinfocus #XJO #equities #investi9ng"  
[X Link](https://x.com/Filapek/status/2001121471738122538)  2025-12-17T02:45Z [----] followers, [----] engagements


"I'll be on @ausbiztv today The Call [--] minutes for [--] plus [--] #stocks with Francesco De Stradis (possibly the tallest man in Australian Finance) with $DYL $LRV $GPT $MQG $PLT and others on the list. Be there or be Square (Or listen to the replay at your own leisure). #investing #XJO #equities #allweatherman @FNArena https://twitter.com/i/web/status/2015921939190317157 https://twitter.com/i/web/status/2015921939190317157"  
[X Link](https://x.com/Filapek/status/2015921939190317157)  2026-01-26T22:56Z [----] followers, [----] engagements


"RBC Capital on Karoon Energy $KAR: "Karoon delivered a solid 4Q25 result beating Consensus expectations. "The company's [----] priorities centre on the Bauna FPSO revitalisation campaign and well interventions which will be a key watchpoint for operational execution and cost discipline through the year. "Additionally the Board has signalled it may pause the buyback program given current oil market conditions." Sector Perform. Target $2. #stockinfocus #XJO #equities #investing https://twitter.com/i/web/status/2016253788953444783 https://twitter.com/i/web/status/2016253788953444783"  
[X Link](https://x.com/Filapek/status/2016253788953444783)  2026-01-27T20:55Z [----] followers, [---] engagements


"Citi on Westpac $WBC: "WBC reported 1Q26 cash earnings of $1.9bn 5% ahead of the run-rate implied by VA 1H26 expectations. "Much of the beat stemmed from better Treasury revenue (total revenue 1% ahead of estimate) and lower bad debts and as such we think the underlying result will be received as being largely in-line. "Ex-T&M the core NIM declined by 1bp but was offset by higher AIEA. Relative to peers this presents a slightly different Dec-Q dynamic. "However it reflects stronger asset growth at WBC meaning they did not get as large a portfolio mix benefit as peers who grew deposits ahead"  
[X Link](https://x.com/Filapek/status/2022081964317245568)  2026-02-12T22:54Z [----] followers, [---] engagements


"Has anyone considered the following: Machines are running riot. Humans are making up narratives to suit the price action (everyone to their own bias) Investors are losing copious amounts of money Just a thought. #investing #XJO #equities #stocks"  
[X Link](https://x.com/Filapek/status/2022175697331270011)  2026-02-13T05:07Z [----] followers, [----] engagements


"RBC Capital (after attending XeroCon Brisbane): "Management stated that should US bank data fees materialise the cost impacts are likely to be immaterial at this stage with levers to pull if needed albeit noting the environment is evolving." $XRO #stockinfocus #equities #XJO #investing"  
[X Link](https://x.com/Filapek/status/1963363594982363441)  2025-09-03T22:08Z [----] followers, [---] engagements


"Wilsons on Xero $XRO: "Xero hosted its major conference XeroCon in Brisbane to its largest ever audience of [----] people [----] in-person and [----] attending virtually. "Xero looked back on the prior year which included the announcement of US-based payments platform Melio (led by CEO Matan Bar) the delivery of [---] feature upgrades delivered after [----] 1-on-1 conversations with ANZ-based Xero customers rationalised its subscriber base by removing the long idle subs and evolution of its Just Ask Xero (JAX) AI offering. "In summary Xero appears well placed to continue to meet it reiterated guidance"  
[X Link](https://x.com/Filapek/status/1963381663100277068)  2025-09-03T23:20Z [----] followers, [----] engagements


"Morgan Stanley: "While . risks are worth acknowledging and potentially trading we remain buyers of dips and think any tactical consolidation could set up a strong finish to the year should it play out." #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/1963474253375775163)  2025-09-04T05:28Z [----] followers, [---] engagements


"From Macquarie: "We think the two key risks for stocks are a contraction or rate hikes but currently growth is accelerating and central banks are looking to cut. "So in full awareness 1999-like conditions do not last forever we think investors continue to party like it's 1999." #stocks #equities #investing #XJO"  
[X Link](https://x.com/Filapek/status/1963484811370348740)  2025-09-04T06:10Z [----] followers, [---] engagements


"Longview Economics: "Despite positive newsflow US equities have struggled to make meaningful gains since early July. "Price action has therefore been poor on falling volumes while various indicators have continued to point to bullish sentiment crowded positioning low cash weightings and high levels of risk appetite in global markets (a contrarian SELL signal). "On a tactical (1 [--] month) time horizon therefore US equites are tired and vulnerable to the downside. "Our SELL off indicator has been marching higher and is close to warning of a wave of risk aversion in global markets. "Other key"  
[X Link](https://x.com/Filapek/status/1963721043694252158)  2025-09-04T21:49Z [----] followers, [---] engagements


"Bell Potter: "We are tactically cautious US equities over the next 3-4 months due to the elevated risk of a market correction in the near term. "The US equity markets resilience is likely to be tested by some short-term risks. The threat of slowing economic growth and reaccelerating inflation could be a key catalyst. "Elevated valuations leave little margin for error making the market highly sensitive to negative catalysts and vulnerable to a correction." #equities #investing #stocks #XJO"  
[X Link](https://x.com/Filapek/status/1964823749397750204)  2025-09-07T22:51Z [----] followers, [----] engagements


"Everyone ready for a down day in #lithium #stocks #XJO #investing #equities #stocksinfocus"  
[X Link](https://x.com/Filapek/status/1965547048457121885)  2025-09-09T22:45Z [----] followers, [----] engagements


"Observations and conclusions drawn from the August results season #XJO #investing #stocksinfocus #equities @FNArena https://fnarena.com/index.php/2025/09/10/rudis-view-august-results-standouts-turnarounds-failures-misfits/ https://fnarena.com/index.php/2025/09/10/rudis-view-august-results-standouts-turnarounds-failures-misfits/"  
[X Link](https://x.com/Filapek/status/1965579070751785435)  2025-09-10T00:52Z [----] followers, [---] engagements


"My Weekly Insights this week counters the narrative of a pending significant sell-off plus questions from investors #investing #XJO #equities #stocksinfocus $CSL $MAQ $WTC #XRO $JHX $REH https://fnarena.com/index.php/2025/09/11/rudis-view-us-equities-csl-macquarie-technology-xero-more/ https://fnarena.com/index.php/2025/09/11/rudis-view-us-equities-csl-macquarie-technology-xero-more/"  
[X Link](https://x.com/Filapek/status/1966262338765598790)  2025-09-11T22:07Z [----] followers, [---] engagements


"RBC Capital: "We are introducing preliminary forecasts for the S&P [---] for [----] of [----] (a 2H26 price target) and $297 (full-year [----] S&P [---] EPS). "We think they should be viewed as a very early indication of how our models are tracking at the moment." #investing #equities #stocks #XJO"  
[X Link](https://x.com/Filapek/status/1967710730809233475)  2025-09-15T22:02Z [----] followers, [----] engagements


"E&P: "We retain our Neutral stance on the Lithium sector. It remains quite challenging to call given spot lithium prices remain c.50% below implied equity prices. "We would argue the recent IGO sell-off looks overdone as the company didn't necessarily participate in the "lithium bounce" given the "Kwinana" issue in the preceding few months. "That said Kwinana cash burn remains an unresolved catalyst that has been in place for quite some time (c. [--] years). "Pilbara Minerals seems to be the preferred lithium exposure among institutional investors post recent marketing. "Mineral Resources"  
[X Link](https://x.com/Filapek/status/1968123518727622698)  2025-09-17T01:23Z [----] followers, [----] engagements


"#stockinfocus @FNArena $AD8 #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/1968468992450027634)  2025-09-18T00:15Z [----] followers, [----] engagements


"@Nigro54962Nigro @FNArena For me early stage biotechs are too high a risk profile (as also shown in share price weakness earlier) plus of course one cannot possibly own them all ;)"  
[X Link](https://x.com/Filapek/status/1969239228421693850)  2025-09-20T03:16Z [----] followers, [--] engagements


"RBC Capital on Megaport $MP1: "We upgrade to Outperform based on a more favorable out-year revenue growth outlook. "Our dialog with CEO Michael Reid at RBC's Global Communications Infrastructure Conference reiterated points around AI-driven budget growth multi-cloud demand and traction in the indirect channel driving new enterprise logo wins. "We have increased confidence in growth materializing from investments today across the "Accelerate" Phase and model a +4% increase in revenue CAGR from FY27-30 (+11% to +15%) supporting a PT increase to $18/share (prev: $15)." #stockinfocus #XJO"  
[X Link](https://x.com/Filapek/status/1969890378636722446)  2025-09-21T22:23Z [----] followers, [---] engagements


"RBC Capital on Amcor $AMC: "We initiate coverage on Amcor with a Sector Perform rating and A$13.60/CDI (US$9.00/share) price target which implies 8% upside from current levels. "While we believe the stock represents reasonable long-term value as the company delivers upon the targeted US$650m Berry synergies by FY28 (RBCe US$590m) we believe the share price will remain under pressure as packaging volumes continue to decline and debt concerns arise. "The stock is trading on an FY26e EV/EBITDA multiple of 9.2x which represents a 10% premium to US packaging peers." #stockinfocus #XJO #equities"  
[X Link](https://x.com/Filapek/status/1970244533654094309)  2025-09-22T21:51Z [----] followers, [---] engagements


"E&P on SiteMinder $SDR: "We have a positive recommendation and a $7.69 share price target for Siteminder "SiteMinder has released their investor day presentation ahead of the investor day this morning. Product announcements are incremental to their existing Smart Platform however it is a positive competitive signal that PMS providers are willing to closely integrate when they are also trying to own the revenue management relationship. "It is also good to see incremental gains for the Channels Plus partnership. It is good to see the bridge to medium term 30% growth with the maturity of Smart"  
[X Link](https://x.com/Filapek/status/1970280472631746770)  2025-09-23T00:14Z [----] followers, [---] engagements


"Interviewed by @peterswitzer Diary of an Investor #allweatherman #investing @FNArena #equities #stocks #XJO https://www.youtube.com/watchv=75HCuFqCFbc https://www.youtube.com/watchv=75HCuFqCFbc"  
[X Link](https://x.com/Filapek/status/1970966092807012619)  2025-09-24T21:38Z [----] followers, [----] engagements


"Looks like a number of mainstream journalists in Australia are really (and I mean: really) pushing hard on the narrative that bubbled-up markets are due for a reckoning and soon. #investing #XJO #equities #stocks"  
[X Link](https://x.com/Filapek/status/1972493968631103736)  2025-09-29T02:49Z [----] followers, [----] engagements


"@ryu_tay @markgardn @ausbiztv @Mathan_Soma @au_shareplicity JunBei & Rudi (or Dani) versus Mark and Mathan. Is anyone at AusbizTV reading this @ausbiztv"  
[X Link](https://x.com/Filapek/status/1972498359408902433)  2025-09-29T03:07Z [----] followers, [---] engagements


"And somehow there is a law that corporate capitalisation is limited by the GDP calculation I wonder what Newton has to say about this. oh wait (Reminds me of gold bugs who somehow believe that the price of gold must incorporate all inflation that has ever occurred over the past [----] years)"  
[X Link](https://x.com/Filapek/status/1972782722969113020)  2025-09-29T21:57Z [----] followers, [--] engagements


"It's still a fallacy to predict the size of the financial world needs to revert back to the size of the economy. There's simply no justification for it most definitely not in a world of financialisation (and a different economy altogether). It's like saying ultimately the body mass of all people living cannot exceed the total mass of the earth. Since when"  
[X Link](https://x.com/Filapek/status/1972817856762114187)  2025-09-30T00:16Z [----] followers, [--] engagements


"Oxford Economics: "A federal government shutdown won't change our outlook for GDP unemployment or inflation in the next baseline forecast released October [--] but it would lend some downside risk to real GDP growth in Q4. "To warrant a change to the forecast the shutdown would need to be longer than normal to leave a mark on the economy. "One forecast change that could occur is bringing forward the rate cut from December. The Federal Reserve emphasized the September move as an insurance cut. "A shutdown would likely leave the central bank in a fog about the labor market fueling support for an"  
[X Link](https://x.com/Filapek/status/1973135808640197040)  2025-09-30T21:20Z [----] followers, [---] engagements


"@cherubmacro The average PE for such companies (not for all companies) has risen over the past two decades. Two ways of dealing with it: reject it and buy lower quality; or accept it. Risk is not necessarily with the higher PEs (or at least there are a different kinds of risks)"  
[X Link](https://x.com/Filapek/status/1973156577587929280)  2025-09-30T22:42Z [----] followers, [---] engagements


"@cherubmacro All good and well and true but where are the conditions for a prolonged bear market It's not as if such events in the past happened without reason"  
[X Link](https://x.com/Filapek/status/1973160711913349368)  2025-09-30T22:59Z [----] followers, [--] engagements


"@cherubmacro Of course. And it is your prerogative to invest on the basis that tomorrow the next bear market might announce itself. Investing is after all personal"  
[X Link](https://x.com/Filapek/status/1973162268935463365)  2025-09-30T23:05Z [----] followers, [--] engagements


"Weekly Insights this week zooms in on (too many) biased forecasts AI has put #equities in a bubble and instead counters with the idea: what if [----] is the historical equivalent of [----] #investing #XJO #stocks @FNArena https://fnarena.com/index.php/2025/10/01/rudis-view-ai-boom-reveals-our-inner-bias/ https://fnarena.com/index.php/2025/10/01/rudis-view-ai-boom-reveals-our-inner-bias/"  
[X Link](https://x.com/Filapek/status/1973236946467192926)  2025-10-01T04:02Z [----] followers, [--] engagements


"UBS: "The current level of tariffs now in place represents a material increase. And we may see more. "Overall we expect the tariffs to be a meaningful lift to inflation and restraint on economic growth. "In response to that we expected the Federal Reserve to wait but eventually react to acute labor market weakness. "However with elevated inflation there is a limit to the cutting. "Chair Powells term ends in May [----] after which the President gets to nominate a successor to guide monetary policy. "That could matter for how low rates might go." #stocks #equities #XJO #investing"  
[X Link](https://x.com/Filapek/status/1973277245344194857)  2025-10-01T06:42Z [----] followers, [----] engagements


"#investing #AI #equities #stocks #XJO @LivewireMarkets https://www.livewiremarkets.com/wires/the-end-of-ai-is-not-nigh https://www.livewiremarkets.com/wires/the-end-of-ai-is-not-nigh"  
[X Link](https://x.com/Filapek/status/1973278407703273763)  2025-10-01T06:46Z [----] followers, [----] engagements


"Bell Potter: "We remain constructive on Australian equities with a preference for mid and small caps. "Australian equities should be relatively insulated from any US tariffs shocks (to prices or growth) while the domestic economy should benefit from a rate cutting cycle." #stocks #investing #XJO #equities"  
[X Link](https://x.com/Filapek/status/1973597519474204900)  2025-10-02T03:54Z [----] followers, [----] engagements


"Arian Neiron CEO and MD of VanEck Asia Pacific: Markets are priced for perfection at a time when risks are building but this doesnt mean investors should retreat. "Instead it highlights the importance of being selective. Gold miners critical minerals and well-positioned small caps present genuine opportunities particularly as commodities continue to underpin both growth and diversification. Rather than following the herd into benchmark-heavy exposures investors should consider where long-term value and resilience exist. "In our view that means leaning into commodities strength maintaining"  
[X Link](https://x.com/Filapek/status/1973902978169123206)  2025-10-03T00:08Z [----] followers, [---] engagements


"RBC Capital on Amcor $AMC: "Investor feedback from the marketing of our initiation report on Amcor (Sector Perform; PT A$13.60/CDI (US$9.00/share) focussed on the challenging volume outlook for the industry/company the likelihood of full synergy capture and balance sheet risks. "We remain of the view that the share price will remain under pressure as packaging volumes continue to decline and debt concerns arise. "We believe Amcor is fairly valued at current levels given the earnings and balance sheet risks. "The stock is trading on an FY26e EV/EBITDA multiple of 9.1x which represents a 10%"  
[X Link](https://x.com/Filapek/status/1974648063752044562)  2025-10-05T01:29Z [----] followers, [----] engagements


"If anyone ever wondered how important "sentiment" really is for equities simply look at the local market this week. 'Fragile' wouldn't even do it justice IMHO. #equities #investing #XJO #stocks"  
[X Link](https://x.com/Filapek/status/1975398141391479235)  2025-10-07T03:09Z [----] followers, [----] engagements


"The narrative that higher returns lay ahead in small caps has certainly taken hold in Australia. Judging from the past number of weeks that narrative has simply created its own market momentum and it's feeding upon itself. This too shall pass but exact timing uncertain. I guess the US market has its meme stocks ;)"  
[X Link](https://x.com/Filapek/status/1975404879377276993)  2025-10-07T03:36Z [----] followers, [---] engagements


"Somebody needs to say it: there is way way way too much talk about equities in a 'bubble'. This too shall pass eventually. #investing #equities #XJO #stocks"  
[X Link](https://x.com/Filapek/status/1975661132796080276)  2025-10-07T20:34Z [----] followers, [----] engagements


"The obvious irony here is present cornucopia of 'bubble' warnings which is causing anxiety and market inertia was fully absent back in [----] [----] and [----]. Might that be the key difference #investing #XJO #equities #stocks"  
[X Link](https://x.com/Filapek/status/1975718894154457421)  2025-10-08T00:24Z [----] followers, [---] engagements


"Stephen Innes SPI Asset Management: "Twenty-five years on analysts still see ghosts in the tape. The moment Nasdaq flirts with new highs the cry goes up: Bubble The word is meant to sound prudent but its often just lazy nostalgia dressed as wisdom. The truth is more complicated. "Whats happening now isnt a re-run of or Webvan; its a structural re-rating of reality itself. "The speculative element exists sure but its not untethered. Its mapped to an infrastructure renaissance thats as physical as it is digital. "The cycle looks noisy only because the calibration is happening in real time. "The"  
[X Link](https://x.com/Filapek/status/1976404409191162332)  2025-10-09T21:48Z [----] followers, [----] engagements


"Data centres can make no money Gotta laugh about some sticky narratives that catch clueless investors' conviction. #datacenters #investing #XJO #equities #stocks https://ioandc.com/ai-demand-drives-double-figure-returns-on-digital-infrastructure/utm_source=mcae&utm_medium=email&utm_campaign=investor_strategy_news&utm_content=2025_10_13 https://ioandc.com/ai-demand-drives-double-figure-returns-on-digital-infrastructure/utm_source=mcae&utm_medium=email&utm_campaign=investor_strategy_news&utm_content=2025_10_13"  
[X Link](https://x.com/Filapek/status/1977473143762809180)  2025-10-12T20:35Z [----] followers, [---] engagements


"How times have changed. Westpac just reported a slightly negative growth in cash earnings per share for H1; cash return on equity 15.1%"  
[X Link](https://x.com/Filapek/status/197808525328658432)  2012-05-02T22:03Z [----] followers, [--] engagements


"Morgan Stanley cuts US EPS forecasts to 17% below consensus for 2013; year-end target for S&P [---] remains [----] 14.8% below today's close"  
[X Link](https://x.com/Filapek/status/199702073456082945)  2012-05-08T03:27Z [----] followers, [--] engagements


"Barclays anticipates strong rally for commodities in Q4-H1 [--] but after that softer prices than previously anticipated. Palladium favourite"  
[X Link](https://x.com/Filapek/status/223582739788611585)  2012-07-13T01:00Z [----] followers, [--] engagements


"I think we can now make it "official": global equities finding a "bottom" on cautious anticipation further central bank actions must be near"  
[X Link](https://x.com/Filapek/status/228262861900763137)  2012-07-25T22:58Z [----] followers, [--] engagements


"CommBank estimates #China GDP growth at 7.5% this year = bottoming. Sees modest acceleration growth momentum throughout remainder of 2012"  
[X Link](https://x.com/Filapek/status/252881546451759104)  2012-10-01T21:23Z [----] followers, [--] engagements


"Citi thinks authorities #China are comfortable with sub-8% growth so no stimulus in store. Cuts GDP growth forecasts benign recovery ahead"  
[X Link](https://x.com/Filapek/status/260487224968228864)  2012-10-22T21:06Z [----] followers, [--] engagements


"Gap narrowing: #BHP still Oz number one company (market cap $114.5bn) but #CBA closing in rapidly ($113.5bn) - less than one percent left"  
[X Link](https://x.com/Filapek/status/311363882612576256)  2013-03-12T06:31Z [----] followers, [--] engagements


"First Coca-Cola Amatil (#CCL) now CSL (#CSL). Are Oz investors receiving the message that high valuations represent risk too #equities"  
[X Link](https://x.com/Filapek/status/331943480647639041)  2013-05-08T01:27Z [----] followers, [--] engagements


"ANZ: Commodity currencies now in a cyclical down move. ANZ is forecasting the AUD to be in the USD0.80s next year #commodities"  
[X Link](https://x.com/Filapek/status/347888402940706816)  2013-06-21T01:27Z [----] followers, [--] engagements


"Citi's bravest anti-consensus call thus far: met #coal demand in #China to peak by [----] due to shifting global energy dynamics #Commodities"  
[X Link](https://x.com/Filapek/status/375390467916967937)  2013-09-04T22:50Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: Domino's Pizza (#DMP) will once again outperform in Feb reporting season share price to rise next [--] days"  
[X Link](https://x.com/Filapek/status/428310477152595968)  2014-01-28T23:35Z [----] followers, [--] engagements


"Morgan Stanley: Monadelphous (#MND) needs significant contract win at Ichthys otherwise large downside looms FY15-16 consensus estimates"  
[X Link](https://x.com/Filapek/status/435554191776313344)  2014-02-17T23:19Z [----] followers, [--] engagements


"Yet another one Reserve Bank of Australia may defy consensus with [----] rate cut says AllianceBernstein #ausbiz"  
[X Link](https://x.com/Filapek/status/537077290862014464)  2014-11-25T02:56Z [----] followers, [--] engagements


"BT Investment remains negative on resources stocks sees #China GDP growth at 7% in [----] lower in later years #ausbiz"  
[X Link](https://x.com/Filapek/status/539619228530126848)  2014-12-02T03:17Z [----] followers, [--] engagements


"UBS now believes a low CPI next week might persuade RBA to cut in order to "insure" the econ recovery with more headwinds building #ausbiz"  
[X Link](https://x.com/Filapek/status/559871716994711553)  2015-01-27T00:33Z [----] followers, [--] engagements


"ANZ Bank predicts #China s 12th National Peoples Congress will lower GDP growth target to 7% from 7.5% #ausbiz #commodities"  
[X Link](https://x.com/Filapek/status/572694657697652737)  2015-03-03T09:47Z [----] followers, [--] engagements


"AllianceBernstein expects muted share market returns over the next couple of years advises investors should be "active" #ausbiz #investing"  
[X Link](https://x.com/Filapek/status/692851378117410818)  2016-01-28T23:26Z [----] followers, [--] engagements


"Goldman Sachs removes Blackmores & South32 from Australia/NZ Conviction Buy list but retains Buy ratings #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/703016742746877952)  2016-02-26T00:40Z [----] followers, [--] engagements


"Nomination for best titled research report thus far: The best way to get out of a hole is to stop digging (Goldman Sachs on miners) #ausbiz"  
[X Link](https://x.com/Filapek/status/704464424216633345)  2016-03-01T00:33Z [----] followers, [--] engagements


"Trading tip from Morgan Stanley: Oil Search (OSH) shares to fall over nxt [--] days on oil price funding concerns #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/717144066232692736)  2016-04-05T00:17Z [----] followers, [--] engagements


"After much internal debate Morgan Stanley removes Underweight #Resources stays Underweight #banks #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/722563682580832257)  2016-04-19T23:13Z [----] followers, [--] engagements


"Uh-Oh. Morgan Stanley increasingly concerned about AN in USA and thus on outlook Incitec Pivot & Orica #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/728369435854045184)  2016-05-05T23:43Z [----] followers, [--] engagements


"Morgan Stanley suggests "Sell in May" this year applies to #commodities #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/730184649440272385)  2016-05-10T23:56Z [----] followers, [--] engagements


"Morgan Stanley believes recovery share price Monadelphous (MND) all sentiment no substance. Predicts de-rating ahead #ausbiz #investing"  
[X Link](https://x.com/Filapek/status/734890564701818880)  2016-05-23T23:35Z [----] followers, [--] engagements


"And another one. Morgan Stanley lowers trough RBA cash rate to 1% #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/735243427755892736)  2016-05-24T22:57Z [----] followers, [--] engagements


"Surprising no doubt Morgan Stanley retains year-end ASX200 target of [----] despite further RBA rate cuts #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/735244014614515714)  2016-05-24T23:00Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: QBE shares to outperform Aussie market in next [--] days #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/735976718196838400)  2016-05-26T23:31Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: ASX shares to outperform over next [--] days as market has undervalued defensive beta #ausbiz #investing"  
[X Link](https://x.com/Filapek/status/738510462292090881)  2016-06-02T23:19Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: Evolution Mining (EVN) shares to rise in next [--] days following recent weakness #ausbiz Investing #gold"  
[X Link](https://x.com/Filapek/status/740044447044370432)  2016-06-07T04:55Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: Northern Star (NSR) shares to rise in next [--] days following recent weakness #ausbiz #investing #gold"  
[X Link](https://x.com/Filapek/status/740045025422123009)  2016-06-07T04:57Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: Caltex (CTX) shares to outperform sector in next [--] days following weakness #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/740318753880051713)  2016-06-07T23:05Z [----] followers, [--] engagements


"Trading Tip from Morgan Stanley: Downer EDI (DOW) shares to fall in next [--] days following recent rally #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/740319054791999488)  2016-06-07T23:06Z [----] followers, [--] engagements


"CIBC: We might have reached point in which cost of low rates exceeds their benefit. Small hikes can potentially prove recessionary #ausbiz"  
[X Link](https://x.com/Filapek/status/741427158539636736)  2016-06-11T00:29Z [----] followers, [--] engagements


"Let it be said: market consensus is too sanguine on outlook for Aussie #banks says Morgan Stanley. Remains negative on sector #ausbiz"  
[X Link](https://x.com/Filapek/status/743579203090604032)  2016-06-16T23:01Z [----] followers, [--] engagements


"Trading Tips from Morgan Stanley: Shares in Boral (BLD) and CSR to underperform the sector in next [--] days #ausbiz #investing #stocks"  
[X Link](https://x.com/Filapek/status/745403045022826496)  2016-06-21T23:48Z [----] followers, [--] engagements


"CBA says dangerous downward trends in wages and inflation are very likely to support another RBA rate cut in November #ausbiz #XJO #stocks"  
[X Link](https://x.com/Filapek/status/765384888501481472)  2016-08-16T03:09Z [----] followers, [--] engagements


"CLSA downgrades G8 Education (GEM) to Sell target price cut to $2.90 balance sheet concerns #ausbiz #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/765706068001370112)  2016-08-17T00:25Z [----] followers, [--] engagements


"Ord Minnett highlights Village Roadshow (VRL) now in balance sheet trouble. Predicts cut dividends to 15c asset sales inevitable #ausbiz"  
[X Link](https://x.com/Filapek/status/826237199951634432)  2017-01-31T01:14Z [----] followers, [--] engagements


"Having Internet connection through #iiNet amounts to day-to-day torture these days. How long before customer exodus #ausbiz #XJO $TPG"  
[X Link](https://x.com/Filapek/status/847644325601202176)  2017-03-31T02:58Z [----] followers, [--] engagements


"Deutsche Bank downgrades NZE-listed Orion Health $OHE to Sell following profit warning. Target NZ$1.30 #ausbiz #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/849039694578933761)  2017-04-03T23:23Z [----] followers, [--] engagements


"CBA notes: Consumer confidence in Australia has been running below par for seven straight months now #ausbiz #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/874822199173038080)  2017-06-14T02:54Z [----] followers, [--] engagements


"Intriguing title of CS strategy report today: "The stock market is broken". Not providing equity capital for Aussie corporates #ausbiz #XJO"  
[X Link](https://x.com/Filapek/status/892888606712356865)  2017-08-02T23:23Z [----] followers, [--] engagements


"Wise words from @thechartist "Don't confuse brilliance with a bull market" We're all geniuses since Oct 1st #ausbiz #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/927640977975558144)  2017-11-06T20:56Z [----] followers, [--] engagements


"Credit Suisse thinks Aussie #equities are due for a pause; still targeting ASX200 at [----] by Dec-18 #ausbiz #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/928048856301891584)  2017-11-07T23:57Z [----] followers, [--] engagements


"Vested Equities has initiated coverage BrainChip Holdings $BRN with Buy rating and 38c target #ausbiz #XJO #stocks #investing"  
[X Link](https://x.com/Filapek/status/932426357845377025)  2017-11-20T01:52Z [----] followers, [--] engagements


"Lazard optimistic about 2018: For investors it is unfashionable to be bullish on equities with markets at all-time highs and valuations at premium levels #ausbiz #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/933070951163379712)  2017-11-21T20:33Z [----] followers, [--] engagements


"Citi strategists assuring investors: Bear Market Checklist still says it is too early to call the end of this bull market #ausbiz #equities #XJO #investing #stocks"  
[X Link](https://x.com/Filapek/status/933836095392923648)  2017-11-23T23:14Z [----] followers, [--] engagements


"BWX ltd $BWX moves straight to Conviction Buy @GoldmanSachs price target $9.10 #ausbiz #XJO #investing #stocks #bullmarket #equities"  
[X Link](https://x.com/Filapek/status/933866305471463424)  2017-11-24T01:14Z [----] followers, [--] engagements


"Observed: Deutsche Bank strategists continue to project ASX200 at [----] by June 2018; [----] by year-end [----] #ausbiz #XJO #investing #stocks #Equities"  
[X Link](https://x.com/Filapek/status/935326162871447558)  2017-11-28T01:55Z [----] followers, [--] engagements


"UBS: we believe Australian equities can rise moderately in [----] (6275 target ASX200) but will likely keep lagging the global uptrend #ausbiz #XJO #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/942538658858418176)  2017-12-17T23:35Z [----] followers, [--] engagements


"Shaw and Partners downgrades MyState $MYS to Sell as owner occupied lending turning intensely competitive. Target drops to $4.53 as estimates cut #ausbiz #XJO #investing #banks #equities #stocks"  
[X Link](https://x.com/Filapek/status/942541654556254209)  2017-12-17T23:46Z [----] followers, [--] engagements


"Citi's model suggests 70% chance of down market by Dec 2018; "Complacency or Worse Enters the Equity Equation" #ausbiz #XJO #investing #stocks #equities"  
[X Link](https://x.com/Filapek/status/942886127496654848)  2017-12-18T22:35Z [----] followers, [--] engagements


"Sign o' the times: @Bell_Potter upgrades Altium $ALU to Hold target $13 (was $10.50) on take-over appeal increase global M&A #ausbiz #XJO #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/942892175884349440)  2017-12-18T22:59Z [----] followers, [--] engagements


"Such a weird image. ASX200 with a [--] in front. (obviously not used to see it) #ausbiz #XJO #investing #stocks #equities"  
[X Link](https://x.com/Filapek/status/942947672222187520)  2017-12-19T02:40Z [----] followers, [--] engagements


"NDF Research initiates coverage Patrys $PAB with Spec Buy 13c price target #ausbiz #XJO #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/942977855675293696)  2017-12-19T04:40Z [----] followers, [--] engagements


"Bell Potter highlights today proposed Gemalto acquisition by Thales could spell serious problems for ASX-listed Senetas $SEN #ausbiz #XJO #investing #stocks #equities"  
[X Link](https://x.com/Filapek/status/943313772604567552)  2017-12-20T02:55Z [----] followers, [--] engagements


"Citi strategist Levkovich: "possibility of a blow-off rally does exist but we doubt that a repeat of 1999s exuberance is probable" #Ausbiz #XJO #stocks #equities #investing"  
[X Link](https://x.com/Filapek/status/943617879634612224)  2017-12-20T23:03Z [----] followers, [--] engagements


"Trading Tip from @MorganStanley: Shares in Aristocrat Leisure $ALL to outperform broader market next [--] days on US tax cut #ausbiz #XJO #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/943622459453947904)  2017-12-20T23:21Z [----] followers, [--] engagements


"Canaccord Genuity downgrades $IPH to Hold cuts target to $4.40. Explanation: "A mystery wrapped in a riddle inside an enigma". Lawyers and share markets don't mix #ausbiz #XJO #investing #stocks #equities"  
[X Link](https://x.com/Filapek/status/964273100702367744)  2018-02-15T22:59Z [----] followers, [--] engagements


"Never a good sign. Morgan Stanley ceases coverage Myer $MYR. What took you so long guys #ausbiz #XJO #investing #stocks #equities Does this confirm pending removal from ASX200"  
[X Link](https://x.com/Filapek/status/971519178451468288)  2018-03-07T22:53Z [----] followers, [--] engagements


"Stern warning by CLSA on Myer $MYR this morning: "if still in any doubt it really is time to abandon ship" #ausbiz #XJO #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/976581294002880512)  2018-03-21T22:08Z [----] followers, [--] engagements


"BAML reinstates coverage Amcor $AMC with Buy rating $17 price target (implying 27% total return) stating "materially more upside risk than downside risk" #ausbiz #XJO #investing #stocks #equities"  
[X Link](https://x.com/Filapek/status/986015836832845825)  2018-04-16T22:57Z [----] followers, [--] engagements


"Also. I still like this one (spoken with confidence): $CSL share price is heading towards below $100 and that's where we will be looking to buy. (still looking) #ausbiz #XJO #investing #equities #stocks"  
[X Link](https://x.com/Filapek/status/998325724694986752)  2018-05-20T22:12Z [----] followers, [--] engagements

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