# ![@phil_hk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1129691307146973185.png) @phil_hk PhilHK

PhilHK posts on X about $0014hk, $0001hk, stocks, $2386hk the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1129691307146973185/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:interactions.svg)

- [--] Week [-----] -60%
- [--] Month [------] +311%
- [--] Months [-------] +161%
- [--] Year [-------] +38%

### Mentions: [--] [#](/creator/twitter::1129691307146973185/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] +40%
- [--] Months [---] +258%
- [--] Year [---] +120%

### Followers: [-----] [#](/creator/twitter::1129691307146973185/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:followers.svg)

- [--] Week [-----] +0.51%
- [--] Month [-----] +2.20%
- [--] Months [-----] +9.10%
- [--] Year [-----] +17%

### CreatorRank: [---------] [#](/creator/twitter::1129691307146973185/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  41.18% [countries](/list/countries)  20.17% [stocks](/list/stocks)  15.97% [currencies](/list/currencies)  11.76% [travel destinations](/list/travel-destinations)  8.4% [fashion brands](/list/fashion-brands)  3.36% [automotive brands](/list/automotive-brands)  3.36% [exchanges](/list/exchanges)  2.52% [financial services](/list/financial-services)  1.68% [cryptocurrencies](/list/cryptocurrencies)  0.84%

**Social topic influence**
[$0014hk](/topic/$0014hk) #1, [$0001hk](/topic/$0001hk) 14.29%, [stocks](/topic/stocks) 12.61%, [$2386hk](/topic/$2386hk) 10.92%, [$0041hk](/topic/$0041hk) #1, [$0883hk](/topic/$0883hk) 9.24%, [dividend](/topic/dividend) 8.4%, [china](/topic/china) 8.4%, [if you](/topic/if-you) 7.56%, [$0083hk](/topic/$0083hk) #1

**Top accounts mentioned or mentioned by**
[@mikefritzell](/creator/undefined) [@pandawatch88](/creator/undefined) [@trinhnomics](/creator/undefined) [@smalikjo](/creator/undefined) [@nbrobacke](/creator/undefined) [@gloomboomdoom](/creator/undefined) [@davidkatunaric](/creator/undefined) [@alexand93085679](/creator/undefined) [@tenbagger](/creator/undefined) [@inartecarlodoss](/creator/undefined) [@capitalemployed](/creator/undefined) [@leomironov](/creator/undefined) [@adcha91](/creator/undefined) [@philhk](/creator/undefined) [@valuepraya](/creator/undefined) [@felixk42](/creator/undefined) [@vrntperception](/creator/undefined) [@taobanker](/creator/undefined) [@irbezek](/creator/undefined) [@tbstockinvestor](/creator/undefined)

**Top assets mentioned**
[Evotec SE (EVO)](/topic/$evo) [Diageo plc (DEO)](/topic/$deo) [Ecopetrol S.A (EC)](/topic/$ec) [British American Tobacco (BTI)](/topic/$bti) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Vaalco Energy, Inc. (EGY)](/topic/$egy) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Jardine Matheson ($J36.SI / $JMHLY) is finally breaking out After consolidating for years below $65 this week's strong move has pushed it to $74 (+3.34% today alone) hitting fresh multi-year highs on solid volume. Classic multi-year base breakout on the weekly chart. Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: https://t.co/4iBv4VeUsQ Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: https://t.co/4iBv4VeUsQ"  
[X Link](https://x.com/phil_hk/status/2009516626773987506)  2026-01-09T06:44Z [----] followers, [---] engagements


"Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI New offices across Hong Kong are struggling to sign up tenants. Even real estate legend Li Ka-shings premium properties are having a hard time reflecting a prolonged weakness in the citys office market. https://t.co/RPQ4wLHPCe New offices across Hong Kong are struggling to sign up tenants. Even real estate legend Li"  
[X Link](https://x.com/phil_hk/status/1795367655060414682)  2024-05-28T08:12Z [----] followers, 12.1K engagements


"What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more https://t.co/vhh89DkDX1 Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about"  
[X Link](https://x.com/phil_hk/status/2013051780469309885)  2026-01-19T00:51Z [----] followers, [----] engagements


"Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating 10% of the revenue. Oh also do you remember when he sold the Center Can we please get some special dividends now 😅 CK Hutchison $0001.hk Can we please get some special dividends now 😅 CK Hutchison $0001.hk"  
[X Link](https://x.com/phil_hk/status/1897125860316209505)  2025-03-05T03:23Z [----] followers, 13.8K engagements


"Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://x.com/i/grok/share/8zFQP4T0MOPh6PaNF3gtaSaMP Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating 10% of the revenue. Oh also do you remember when he sold the Center https://t.co/lr033ueyIz"  
[X Link](https://x.com/phil_hk/status/1902968626518311261)  2025-03-21T06:20Z [----] followers, [----] engagements


"CK Hutchison ($0001.hk)"  
[X Link](https://x.com/phil_hk/status/1986298505535881301)  2025-11-06T05:04Z [----] followers, [---] engagements


"I've been buying Diaego $DGE.L $DEO and Pernod Ricard $RI.PA and will continue to add. Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa"  
[X Link](https://x.com/phil_hk/status/1987791911449747908)  2025-11-10T07:58Z [----] followers, [----] engagements


"Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G Home BB +34% 💰EBITDA +6% to HK$771M 📊EBITDA less Capex +6% to HK$597M Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%. Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%"  
[X Link](https://x.com/phil_hk/status/1993251972628332643)  2025-11-25T09:34Z [----] followers, [----] engagements


"Hutchison Telecom HK $0215.hk has definitely broken out. Special dividend incoming Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G Home BB +34% 💰EBITDA +6% to HK$771M 📊EBITDA less Capex +6% to HK$597M https://t.co/YYo0FghnvT Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G"  
[X Link](https://x.com/phil_hk/status/1996113668246045034)  2025-12-03T07:05Z [----] followers, [---] engagements


"Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: Seems all Jardine companies are acting better now after hitting multiyear lows earlier this year following Norways Oil Funds exit. Jardine Matheson Holdings at 44.68$. $J36.SI Seems all Jardine companies are acting better now after hitting multiyear lows earlier this year following Norways Oil Funds exit. Jardine Matheson Holdings at 44.68$. $J36.SI"  
[X Link](https://x.com/phil_hk/status/1996160607155093694)  2025-12-03T10:12Z [----] followers, [----] engagements


"$0014.hk Hysan Development picking up steam Closing at [-----] HKD up 4.46% today. How long before [--] HKD Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle"  
[X Link](https://x.com/phil_hk/status/2012080505718775860)  2026-01-16T08:32Z [----] followers, [----] engagements


"Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If you are interested in Swire buy the B-share instead which trades at 17% discount to A-share"  
[X Link](https://x.com/phil_hk/status/2012087496700735897)  2026-01-16T09:00Z [----] followers, [----] engagements


"@FelixK42 I own both but have a much bigger position on Hysan. Its two different plays. Hysan $0014.hk is still cheap & should be looked at more like a reit. All income is recurring rental income. Tai Cheung has prime residential real estate for sale but might take a while to realize"  
[X Link](https://x.com/phil_hk/status/2012373026889941092)  2026-01-17T03:54Z [----] followers, [--] engagements


"$0001.hk CK Hutchison Telco IPO https://www.reuters.com/business/finance/ck-hutchison-weighs-london-hong-kong-listing-global-telco-assets-sources-say-2026-01-20/ https://www.reuters.com/business/finance/ck-hutchison-weighs-london-hong-kong-listing-global-telco-assets-sources-say-2026-01-20/"  
[X Link](https://x.com/phil_hk/status/2013900331592360123)  2026-01-21T09:03Z [----] followers, [----] engagements


"$0087.hk Swire B pumping Swire A $0019.hk at the same time seems to be breaking out from [--] years resistance. Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If you are interested in Swire buy the B-share instead which trades at 17% discount to A-share. https://t.co/U4Zqa8x8OX Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If"  
[X Link](https://x.com/phil_hk/status/2014263716091679026)  2026-01-22T09:07Z [----] followers, [----] engagements


"CK Asset $1113.hk building momentum. Hoping for a strong weekly close tomorrow. CK Asset $1113.HK weekly chart breaking out multi-year resistance at HK$40-42 on strong volume SOTP: Spin out utilities (15x EBITDA HK$138B) + pubs (HK$20B) = stable assets alone today's HK$162B EV .Get massive HK/China property portfolio for FREE. Huge unlock ahead https://t.co/tdzLu4jkJd CK Asset $1113.HK weekly chart breaking out multi-year resistance at HK$40-42 on strong volume SOTP: Spin out utilities (15x EBITDA HK$138B) + pubs (HK$20B) = stable assets alone today's HK$162B EV .Get massive HK/China property"  
[X Link](https://x.com/phil_hk/status/2014264107193745739)  2026-01-22T09:09Z [----] followers, [---] engagements


"Hysan ($0014.hk) - probably one of the HK property plays that received the most hate seems to be wanting to go up every day. Still very cheap though. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY."  
[X Link](https://x.com/phil_hk/status/2014266124175884693)  2026-01-22T09:17Z [----] followers, [---] engagements


"K. Wah International Holdings is breaking out with a sudden price spike on high volume. Its entire market cap is essentially covered by its Galaxy position. It has a lot of completed sales that haven't been recognized yet. It should be debt-free soon. http://0173.HK http://0173.HK"  
[X Link](https://x.com/phil_hk/status/2016007859738436066)  2026-01-27T04:38Z [----] followers, [---] engagements


"Is Indonesia becoming "uninvestable" 😅 Need to prepare a buylist. Indonesian stocks are plunging today. Index gapped lower over 7% at the open. We're coming off lows but still down over 5%. MSCI flags transparency risks warning on investability. Details are key on this one more below https://t.co/JrvXDvUymu https://t.co/TBvvEdcWo8 Indonesian stocks are plunging today. Index gapped lower over 7% at the open. We're coming off lows but still down over 5%. MSCI flags transparency risks warning on investability. Details are key on this one more below https://t.co/JrvXDvUymu https://t.co/TBvvEdcWo8"  
[X Link](https://x.com/phil_hk/status/2016384285482352849)  2026-01-28T05:34Z [----] followers, [----] engagements


"@VrntPerception If I may give some unsolicited watch advice. Skip the overpriced steel/sport watches from Rolex/Patek/AP. The Alpha and Deep Value is in classic white gold and platinum Pateks"  
[X Link](https://x.com/phil_hk/status/2016476776701272225)  2026-01-28T11:41Z [----] followers, [---] engagements


"Uninvestable uninvestable uninvestable Say it Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a correction. On Thursday we saw nearly $80B in market cap wiped out in Indonesia a record amount https://t.co/WOUvOvp2VG Indonesian stocks plummet for a second day amid what appears to still be massive panic selling. Markets poised to enter a correction. On Thursday we saw nearly $80B in market cap wiped out in Indonesia a record amount https://t.co/WOUvOvp2VG"  
[X Link](https://x.com/phil_hk/status/2016718345861746837)  2026-01-29T03:41Z [----] followers, [---] engagements


"@SMalikjo I'm still waiting. Although I have some smaller investments in Jardine Astra United Tractor HM Sampoerna Multi Bintang. But want to hear the word UNINVESTABLE before uping the stakes. $EIDO is probably the best way to play a bounce"  
[X Link](https://x.com/phil_hk/status/2016744785353351527)  2026-01-29T05:26Z [----] followers, [--] engagements


"It will be interesting if we get a weekly close in Sibanye-Stillwater tomorrow above the previous ATH of $20.68. Remember there is no such thing as a triple top. $SBSW $PPLT $ZPLA #Platinum"  
[X Link](https://x.com/phil_hk/status/2016815870698504442)  2026-01-29T10:09Z [----] followers, [---] engagements


"CK Hutchison telco spin-off/listing (possibly incl. HK $0215.HK) potentially [----] special div from 215's HK$3.75B net cash looks very likely.1.5x EV/EBITDA post-capex + cash drag = big rerate potential post-payout. Cleaner BS helps in any newco setup. This VIC pitch caught my eye - $215.HK is one of the cheapest telcos globally - Around 2/3rds of its mcap is in net cash while trading at just over 1x EBITDA - Controlled by the Li Ka-shing family (70%+ via $1.HK) - Special divi tender offer or outright sale likely 👇 https://t.co/iUYbYrHv85 This VIC pitch caught my eye - $215.HK is one of the"  
[X Link](https://x.com/phil_hk/status/2016894146792042989)  2026-01-29T15:20Z [----] followers, [---] engagements


"Most likely outcome was always this: Panama confiscates/terminates CK Hutchisons port assets. Panama will likely pay above-market value post-arbitration & remains the biggest loser. Let market digest news a few days then my bet is that CK will resume its recent uptrend. If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I see it at least doubling from here. $0001.hk If this actually happens Telco & Watson spin out I would not mind"  
[X Link](https://x.com/phil_hk/status/2017091972700524739)  2026-01-30T04:26Z [----] followers, [---] engagements


"I think $EVO looks very attractive at these levels. @david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E [--] div 5% buyback 5%. @david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E"  
[X Link](https://x.com/phil_hk/status/2018740369983475748)  2026-02-03T17:36Z [----] followers, [---] engagements


"Many criticize Ray Dalio but he's nailed many calls. Well-connected at state levelheed his warning: Central Banks & SWFs prepping for FX & capital controls. Besides gold & PMs maybe consider holding a certain % of stocks/assets in your local market. https://www.cnbc.com/2026/02/03/ray-dalio-warns-capital-war-gold-hedge.html https://www.cnbc.com/2026/02/03/ray-dalio-warns-capital-war-gold-hedge.html"  
[X Link](https://x.com/phil_hk/status/2018920025500098748)  2026-02-04T05:30Z [----] followers, [---] engagements


"Added $EVO yesterday but close was ugly may take time to properly bottom. Fundamentally/operationally I think we already bottomed. Steady growth in US & Latam. Also expect better action in all mkts once speculative froth in crypto & stock casinos fades. I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't appeal". $EVO.ST $EVVTY https://t.co/buMSu3mHvn https://t.co/ZFhWN7uUOF I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't"  
[X Link](https://x.com/phil_hk/status/2019612193952788960)  2026-02-06T03:20Z [----] followers, [----] engagements


"@MikeFritzell I think som fund is buying HK property plays. Volume was up heavily in [--] last week. Company is super cheap probably worth 7x+ the stock price"  
[X Link](https://x.com/phil_hk/status/2020708689821507931)  2026-02-09T03:57Z [----] followers, [---] engagements


"@MikeFritzell The issue here though it doesnt really pay any dividends. and not sure there is any path to unlock all that value in the forseeable future. But if people are buying gold and silver why not buy one of the most high end hotel chains (and still asset heavy) in the world"  
[X Link](https://x.com/phil_hk/status/2020709234871267520)  2026-02-09T03:59Z [----] followers, [---] engagements


"@taobanker Safe efficient low income and profits tax 0% tax on capital gains dividends and offshore income. I could make the argument its cheap"  
[X Link](https://x.com/phil_hk/status/2020818700182368704)  2026-02-09T11:14Z [----] followers, [---] engagements


"Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%"  
[X Link](https://x.com/phil_hk/status/1894944411777438169)  2025-02-27T02:55Z [----] followers, [----] engagements


"Quite interesting First Pacific's stellar performance for the past [--] years when two of its biggest holdings PLDT and Indofoods have declined. $0142.hk"  
[X Link](https://x.com/phil_hk/status/1973613796120994085)  2025-10-02T04:59Z [----] followers, [----] engagements


"Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to 94% from 92% office to 92% from 90% tenant sales +8% YoY. HK$8B new capital recycling goal. Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK"  
[X Link](https://x.com/phil_hk/status/1986284071614566666)  2025-11-06T04:06Z [----] followers, [----] engagements


"CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports sale delayed to '26 but still on; telecom spin-off eyeing London IPO; buybacks & extra divvies coming Next stop: HK$74 then HK$103 Undervalued gem Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM Take this with a barrel of salt. I let Grok make an SOTP post"  
[X Link](https://x.com/phil_hk/status/1986296282454057076)  2025-11-06T04:55Z [----] followers, [----] engagements


"$0014.hk $0041.hk $1113.hk $0173.hk $j36.si https://www.thestandard.com.hk/market/article/317012/Hong-Kong-likely-to-post-HK156-bln-fiscal-surplus-Deloitte-says https://www.thestandard.com.hk/market/article/317012/Hong-Kong-likely-to-post-HK156-bln-fiscal-surplus-Deloitte-says"  
[X Link](https://x.com/phil_hk/status/1990973935488483706)  2025-11-19T02:42Z [----] followers, [---] engagements


"One of my top holdings Ecopetrol $EC. $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy"  
[X Link](https://x.com/phil_hk/status/2008674031285993620)  2026-01-06T22:56Z [----] followers, [---] engagements


"$MER.TO $MRNFF $EC $PBR.A $GTE $KOS $EGY"  
[X Link](https://x.com/phil_hk/status/2013815279873335343)  2026-01-21T03:25Z [----] followers, [---] engagements


"If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I see it at least doubling from here. $0001.hk $0001.hk CK Hutchison Telco IPO https://t.co/RtCqdr7yRM $0001.hk CK Hutchison Telco IPO https://t.co/RtCqdr7yRM"  
[X Link](https://x.com/phil_hk/status/2013910725811687505)  2026-01-21T09:45Z [----] followers, [----] engagements


"Maybe too early to say this but if we are lucky this FT piece marked the bottom. $DGE.L $RI.PA $CPR.MI all rallying today. What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA"  
[X Link](https://x.com/phil_hk/status/2013911663876227316)  2026-01-21T09:48Z [----] followers, [---] engagements


"@MikeFritzell @irbezek Same in most countries. Latam still cheap with Ecopetrol $EC & Petrobras $PBR.A. Crazy that Ecopetrol is still trading 13$ with Colombia on fire but seems to be breaking out now. With smaller E&Ps there are still a lot of blown out deep value $MER.TO $GTE $EGY $KOS"  
[X Link](https://x.com/phil_hk/status/2015662332563824859)  2026-01-26T05:45Z [----] followers, [---] engagements


"@Alexand93085679 We just need crypto and stocks to start grinding down like stocks did in 2001-2003. People will be flocking to the online casinos and $EVO will do well again"  
[X Link](https://x.com/phil_hk/status/2018607214383222965)  2026-02-03T08:47Z [----] followers, [----] engagements


"@david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E [--] div 5% buyback 5%"  
[X Link](https://x.com/phil_hk/status/2018738927344263422)  2026-02-03T17:30Z [----] followers, [----] engagements


"Recent articles claimed CK Hutchison $0001.hk had limited legal options. IMO this is the clearest case for int'l arbitration I've seen. It was a shakedown Panama has made a mockery of its own courts & judiciary. CKH can look forward to $2B+ in damages. https://www.reuters.com/world/asia-pacific/ck-hutchison-unit-launches-arbitration-against-panama-over-port-ruling-2026-02-04/ If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I"  
[X Link](https://x.com/phil_hk/status/2018983782465126859)  2026-02-04T09:43Z [----] followers, [---] engagements


"I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't appeal". $EVO.ST $EVVTY https://www.di.se/analys/evolution-lockar-inte-trots-rekordlag-vardering/ https://www.di.se/analys/evolution-lockar-inte-trots-rekordlag-vardering/"  
[X Link](https://x.com/phil_hk/status/2019333209054740801)  2026-02-05T08:52Z [----] followers, [----] engagements


"@Alexand93085679 Can Dart avoid the withholding tax I think he owns them through a Cayman entity. Withholding tax of 30% is a huge negative impact unless there is some exception for larger holdings"  
[X Link](https://x.com/phil_hk/status/2019384787308540007)  2026-02-05T12:17Z [----] followers, [---] engagements


"Hysan $0014.hk up 100% now in a year + 10% dividend. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl"  
[X Link](https://x.com/phil_hk/status/2020781339499515963)  2026-02-09T08:46Z [----] followers, [----] engagements


"@pandawatch88 P/E [--] debt-free. Pays out all cash via divs & buybacks. Shifted to regulated markets; US & LatAm growing 20-25% USD. Stronger moat vs peers. Gambling stocks likely to rebound imo post crypto/AI crash. Dart ownership now 20% recent reports say 28%"  
[X Link](https://x.com/phil_hk/status/2020789805081067806)  2026-02-09T09:20Z [----] followers, [---] engagements


"@pandawatch88 Dart isnt dumbhe gets regulation oligopolies moats. [--] yrs ago everyone dumped $BTI & $BATS.L; Dart quietly built 10% stake. Now +100% + several 10% divs. Maybe similar setup in $EVO Big pumpers exited as growth slowed; Dart accumulated on the valuation drop"  
[X Link](https://x.com/phil_hk/status/2020791560992952498)  2026-02-09T09:27Z [----] followers, [----] engagements


"@TBstockinvestor I dont expect a buyout. Biggest owner Kenneth Dart likely sees $EVO as 1-3 yr trade not a take-private with exit issues. Avg cost 750-850 needs big premium. Delayed probably because some shareholders prefer buybacks at these lows over tax inefficient dividends"  
[X Link](https://x.com/phil_hk/status/2021101860749521096)  2026-02-10T06:00Z [----] followers, [---] engagements


"@pandawatch88 I think you have to take a deeper look. Currency fluctations might have a huge impact. was up 15% vs $ in [----] not sure about the currency in Latam and Asia if they play in $ or local currencies. But was up against all Latam and Asian currencies in [----] as well"  
[X Link](https://x.com/phil_hk/status/2021108526161199572)  2026-02-10T06:26Z [----] followers, [--] engagements


"@pandawatch88 There are also other reasons to be a bit more upbeat. Gambling companies could hedge inflation well. Volatile stocks crypto & Polymarket now cap upside for traditional gambling. Boring stock markets (like 20002007) and lower-grinding crypto could be very positive for $EVO"  
[X Link](https://x.com/phil_hk/status/2021110155228967267)  2026-02-10T06:33Z [----] followers, [---] engagements


"My top holding in oil Meren Energy $MER.TO $MRNFF finally saw great action last night on high volume. Other holdings $EC $PBR $GTE $KOS $EGY $SLB. $MER.TO institutional buy https://t.co/Z9dx2kRynP $MER.TO institutional buy https://t.co/Z9dx2kRynP"  
[X Link](https://x.com/phil_hk/status/2021807644626063485)  2026-02-12T04:44Z [----] followers, [----] engagements


"$BTI $BATS.L Reminder: $BTI $BATS sustainable 5.3%-7.3% EPS growth starts in [--] months. 4-6% APFO growth + 1.3% buyback share reduction. Likely more since the buybacks will be increased. While you wait you get a 6.3% dividend yield. Reminder: $BTI $BATS sustainable 5.3%-7.3% EPS growth starts in [--] months. 4-6% APFO growth + 1.3% buyback share reduction. Likely more since the buybacks will be increased. While you wait you get a 6.3% dividend yield"  
[X Link](https://x.com/phil_hk/status/1973677916316942672)  2025-10-02T09:14Z [----] followers, [---] engagements


"$BTI $BATS.L I think our conclusion from these experiments is that Iqos and Glo Hilo are competitive when it comes to tobacco flavors but when we compare the important (for regulatory reasons) non-tobacco flavors then we see that Iqos is far far behind Glo's Rivo Rooibos tea offer. I think our conclusion from these experiments is that Iqos and Glo Hilo are competitive when it comes to tobacco flavors but when we compare the important (for regulatory reasons) non-tobacco flavors then we see that Iqos is far far behind Glo's Rivo Rooibos tea offer"  
[X Link](https://x.com/phil_hk/status/1975219761283006778)  2025-10-06T15:21Z [----] followers, [---] engagements


"Keck Seng down 20% post-H1 results & dividend. If Sofitel NYC delivers in H2 & other segments hold expect stronger H2 & [----]. AGM: Mgmt open to historical dividend levels if operations stabilize/capex comes down. Dividends around 2010-2013 were [---] HKD & 2018-2019 around [----]. Keck Seng (https://t.co/AevvnB7zgH) 1H 2025: Looks rough but operations shine. Sofitel NYC reno hit occ. (47.6%) yet avail. rooms at 88.6% ADR $378. VN profits up despite Sheraton reno. Macau rents soar offset FV loss. Div. underwhelms but expect hike in [--]. #HKStocks Keck Seng (https://t.co/AevvnB7zgH) 1H 2025: Looks"  
[X Link](https://x.com/phil_hk/status/1978381253842743530)  2025-10-15T08:43Z [----] followers, [---] engagements


"@atelicinvest @gr8t4ver Liquor stocks look tempting here Diageo $DEO $DGE.L Pernod Ricard $RI.PA Campari $CPR.MI"  
[X Link](https://x.com/phil_hk/status/1984911873570189636)  2025-11-02T09:14Z [----] followers, [---] engagements


"$BTI $BATS.L 🚀🚀🚀 BAT price targets raised: Deutsche Bank goes from [--] to [--] Citigroup goes from [----] to [----] "Fundamental" analysts are hoping for a technical break-out ahead of the FY25 Pre-close Trading Update (Dec 9); $bats (43.85) now trading 0.4% below its 52-week high (44) https://t.co/xynnQuiFNt BAT price targets raised: Deutsche Bank goes from [--] to [--] Citigroup goes from [----] to [----] "Fundamental" analysts are hoping for a technical break-out ahead of the FY25 Pre-close Trading Update (Dec 9); $bats (43.85) now trading 0.4% below its 52-week high (44) https://t.co/xynnQuiFNt"  
[X Link](https://x.com/phil_hk/status/1994349049433002001)  2025-11-28T10:14Z [----] followers, [---] engagements


"CK Hutchison ($0001.HK) about to break out on weekly chart after long base Hired Goldman Sachs & UBS for dual HK-London IPO of Watson. Ports deal still pending into [----] (potential massive unlock) plus telecom unit spin-off/IPOs on watch. [----] could bring fireworks 🚀 #HKEX Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating 10% of the revenue. Oh also do you remember when he sold the Center https://t.co/lr033ueyIz Is Superman Li back For all"  
[X Link](https://x.com/phil_hk/status/2009519839283675330)  2026-01-09T06:57Z [----] followers, [---] engagements


"@GlobalStockPick I have recently taken a position in Diageo (and Pernod). Like @orrdavid I have sized it small for now. There are early signs a bottom could be in. Last week saw good volumes and buyers stepping up"  
[X Link](https://x.com/phil_hk/status/2010662786368684279)  2026-01-12T10:38Z [----] followers, [---] engagements


"Strong weekly close for CK Hutchison $0001.hk. No resistance until [--] HKD and my bet is even that will break pretty quickly. Full steam🚂 ahead Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average"  
[X Link](https://x.com/phil_hk/status/2012081995439059324)  2026-01-16T08:38Z [----] followers, [----] engagements


"CK Hutchison $0001.hk continues its dealmaking spree. CK HUTCHISON IS IN TALKS TO SELL THREE IRELAND ITS IRISH MOBILE OPERATOR TO LIBERTY GLOBAL- FT CK HUTCHISON IS IN TALKS TO SELL THREE IRELAND ITS IRISH MOBILE OPERATOR TO LIBERTY GLOBAL- FT"  
[X Link](https://x.com/phil_hk/status/2013482453244223579)  2026-01-20T05:23Z [----] followers, [---] engagements


"@NBrobacke @gloomboomdoom @Ten_Bagger Men kollar du p value p HSI s har de hllit uppe relativt vl jmfrt med tech. Det r dr den stora potentialen finns. P/e 5-7 med vinsttillvxt utdelningar p 8-9%. $2386.HK tillhr den bruna energin men har grym potential tack vare olika ESG-satsningar (Carbon capturing)"  
[X Link](https://x.com/phil_hk/status/1435916798424014851)  2021-09-09T10:43Z [----] followers, [--] engagements


"@NBrobacke @gloomboomdoom @Ten_Bagger $2386.hk har iof inte gjort ngon big reversal n men dremot planat ut. $914.hk (Anhui Conch Cement - en av vrldens strsta cementproducenter) har studsat kraftigt (30%+) trots rusande kolpriser. $941.hk (China Mobile) har ocks rusat ver 30% trots sanktioner frn USA"  
[X Link](https://x.com/phil_hk/status/1435931940029296643)  2021-09-09T11:43Z [----] followers, [--] engagements


"@capitalistexp @piWiesentheid CNOOC $0883.hk cheapest n most well run major. Pure upstream adding reserves n increasing prod. low breakevens good cost control. $2386.hk n $0386.hk look very attractive as well. Chinese energy plays come at a steep discount when they should actually be priced at a premium"  
[X Link](https://x.com/phil_hk/status/1455338653081690113)  2021-11-02T00:59Z [----] followers, [--] engagements


"👇$0883.hk $0386.hk $2386.hk $941.hk $914.hk Chinese SOE stocks six months from now Near a point when the "anti-corruption" campaign in China's private sector is almost over An acceleration in credit growth leading to economic recovery The negative effects of US sanctions on CCMCs more or less over Chinese SOE stocks six months from now Near a point when the "anti-corruption" campaign in China's private sector is almost over An acceleration in credit growth leading to economic recovery The negative effects of US sanctions on CCMCs more or less over"  
[X Link](https://x.com/phil_hk/status/1465251994029883393)  2021-11-29T09:31Z [----] followers, [--] engagements


"@Trinhnomics List of high yielding dirt cheap equities: $0883.hk $0386.hk $2386.hk $941.hk $0914.hk $0659.hk"  
[X Link](https://x.com/phil_hk/status/1465491450217394179)  2021-11-30T01:22Z [----] followers, [--] engagements


"@C_Barraud China and Hong Kong will stage a comeback in December and next year 💪. HSI hitting its long-term trendline goin back to the low in [----] dirt-cheap equities extreme Anti-China sentient also stimulus starting n coming. If you don't buy now when will you ever buy"  
[X Link](https://x.com/phil_hk/status/1465608684428570625)  2021-11-30T09:08Z [----] followers, [--] engagements


"@INArteCarloDoss Possible but it hasnt broken dwn yet from its LT trend line from [----] and FWIW my bet it wont. Anti China sent. is reaching extreme levels and so are valuations (Im not talking tech here) as in being cheap. China & HK will make a comeback next year. https://x.com/phil_hk/status/1465200814209654785s=20 @sunchartist You are a much better at TA than I will ever be. But when I look at a monthly chart of HSI stretching back to the early 2000's it seems to me we are approaching the longer term trendline Could be a buying opportunity https://t.co/XFGFFkrmAo"  
[X Link](https://x.com/phil_hk/status/1465635079594467330)  2021-11-30T10:53Z [----] followers, [--] engagements


"@INArteCarloDoss If you dont buy now when will you ever buy $0883.hk $0386.hk $2386.hk $0941.hk $0914.hk $0659.hk"  
[X Link](https://x.com/phil_hk/status/1465636224991776774)  2021-11-30T10:58Z [----] followers, [--] engagements


"@Trinhnomics @NatixisResearch @natixis Buy Jardine Cycle & Carriage $C07.SI and HM Sampoerna $HMSP.JK Thai banks also look extremely attractive; Thanachart Capital $TCAP.BK Bangkok Bank $BBL.BK Siam Commercial Bank $SCB.BK"  
[X Link](https://x.com/phil_hk/status/1468122703622139906)  2021-12-07T07:38Z [----] followers, [--] engagements


"@NBrobacke Kolla vrde/SOEs har vnt upp med besked och r pvg att bryta upp ur en tight range. Olja (CNOOC Sinopec) telekom (China Mobile) etc. T.o.m. materials ett av vrldens strsta cementbolag Anhui Conch Cement handlas starkt trots negativt sentiment i fastighetssektorn"  
[X Link](https://x.com/phil_hk/status/1479453495354957828)  2022-01-07T14:02Z [----] followers, [--] engagements


"@AsianCenturyStx Even though I see oil being vulnerable to quite a severe pullback CNOOC Sinopec Sinopec Engineering remain cheap even if oil would trade in 55-60 area. Other stocks NWS Holdings China Mobile Anhui Conch Cement Jardine Cycle & C Thanachart Cap. Bangkok Bk Univanich Palm O"  
[X Link](https://x.com/phil_hk/status/1485836866939404289)  2022-01-25T04:48Z [----] followers, [--] engagements


"First Pacfic/ Indofoods $0142.hk HM Sampoerna $HMSP.JK Jardine Cycle & Carriage $C07.SI . 1/ @kittysquiddy thread on Indonesia for the group should be something on everyone's radar. To start it's usually not top of mind when people think "emerging markets" but in a year when almost everything is in the red Indonesia is roughly flat YTD in USD terms. Says a lot. https://t.co/lGFP167PlQ 1/ @kittysquiddy thread on Indonesia for the group should be something on everyone's radar. To start it's usually not top of mind when people think "emerging markets" but in a year when almost everything is in"  
[X Link](https://x.com/phil_hk/status/1594878563492184066)  2022-11-22T02:20Z [----] followers, [--] engagements


""The price of cigarettes is directly related to the GDP. Coming of a decade of GDP stagnation in many emerging markets due to a resources bear market global firms like BATS have an opportunity to realise pricing in emerging markets. " $HMSP.JK offers direct exposure to Indonesia Fat pitch value. Too cheap there. There's also a GDP growth potential. https://t.co/9CqRGjI4YE Fat pitch value. Too cheap there. There's also a GDP growth potential. https://t.co/9CqRGjI4YE"  
[X Link](https://x.com/phil_hk/status/1632662059824599040)  2023-03-06T08:39Z [----] followers, [---] engagements


"@MikeFritzell Low valuations maybe buying zone. First Pacific $0142.hk could be a good diversified play. You'll get some exposure to Indofoods as well. https://x.com/Trinhnomics/status/1715191149210878255s=20 What's cheap based on current PE vs historical South Africa and the Philippines have fallen a lot. What's expensive Nasdaq [---] still. In EM Thailand looks lofty. Note that just because something has crashed in valuation vs its earnings it may not mean revert. Exh A: HSI😬 https://t.co/Vox6TDf1Xe https://x.com/Trinhnomics/status/1715191149210878255s=20 What's cheap based on current PE vs"  
[X Link](https://x.com/phil_hk/status/1719267681592127637)  2023-10-31T08:18Z [----] followers, [----] engagements


"Both Irene Lee and Chien Lee have been buying and adding to their Hysan $0014.hk holdings"  
[X Link](https://x.com/phil_hk/status/1772211505041420640)  2024-03-25T10:38Z [----] followers, [---] engagements


"Great Eagle Holdings $0041.hk now mentioned in the latest Gloom Boom Doom report by legendary Marc Faber @gloomboomdoom . Also Hysan $0014.hk Sino Land $0083.hk Hongkong Land $H78.SI and Sun Hung Kai $0016.hk "  
[X Link](https://x.com/phil_hk/status/1775019397767381480)  2024-04-02T04:36Z [----] followers, [----] engagements


"If HSI would have consisted more of SOEs like Sinopec Engineering $2386.hk CNOOC $0883.hk China Mobile $0941.hk etc instead of fallen tech darlings it would have been one of the best performing indicies in the world"  
[X Link](https://x.com/phil_hk/status/1780472634721149433)  2024-04-17T05:45Z [----] followers, [---] engagements


"@capitalemployed @MikeFritzell Great Eagle Holdings $0041.hk Hysan Development $0014.hk Sino Land $0083.hk Sinopec Engineering $2386.hk CNOOC $0883.hk China Mobile $0941.hk First Pacific $0142.hk CK Hutchison $0001.hk Ming Fai International $3828.hk. If you include SG Jardine Matheson $J36.SI"  
[X Link](https://x.com/phil_hk/status/1782696223595725179)  2024-04-23T09:01Z [----] followers, [----] engagements


"@EastAsiaStocks @capitalemployed @MikeFritzell I think the biggest catalyst for CK is if the dollar starts heading down. CK infrastructure is delivering but revenue in CAD GBP AUD etc. In telecom sector we can hope for some consolidation and same there all the revenue i non USD currencies"  
[X Link](https://x.com/phil_hk/status/1782698515795480905)  2024-04-23T09:10Z [----] followers, [---] engagements


"@leomironov I like all of them but Iupside might be more limited in [--] & [--] due to their sheer size. JMH is a big position for me refers to HKL. I think Great Eagle has one of the most interesting setups you have large upside and in my mind margin of safety. http://H78.SI http://H78.SI"  
[X Link](https://x.com/phil_hk/status/1795369849247694955)  2024-05-28T08:21Z [----] followers, [---] engagements


"@Liftthatbid Among the bigger I like Sino Land $0083.hk net cash and acting opportunistically (often with Great Eagle $0041.hk as a partner)"  
[X Link](https://x.com/phil_hk/status/1797484152889168217)  2024-06-03T04:23Z [----] followers, [---] engagements


"@Trinhnomics Meanwhile certain SOE companies like CNOOC China Mobile Sinopec Engineering have on a total return basis by far outperformed Nasdaq and any other index out there. It is not always black and white plenty of opportunities out there"  
[X Link](https://x.com/phil_hk/status/1810622415254548987)  2024-07-09T10:29Z [----] followers, [---] engagements


"@Trinhnomics I might even have mentioned it to you previously in [----] 😅. I admit I messed up with Anhui $0914.hk. But I think the rest have all beaten Nasdaq on a total return basis since then. https://x.com/phil_hk/status/1465491450217394179 @Trinhnomics List of high yielding dirt cheap equities: $0883.hk $0386.hk $2386.hk $941.hk $0914.hk $0659.hk https://x.com/phil_hk/status/1465491450217394179 @Trinhnomics List of high yielding dirt cheap equities: $0883.hk $0386.hk $2386.hk $941.hk $0914.hk $0659.hk"  
[X Link](https://x.com/phil_hk/status/1810630605438361682)  2024-07-09T11:02Z [----] followers, [---] engagements


"Who could have thought Time to load up on dirt cheap HK developers Great Eagle Hysan CK Asset Sino Land Jardine Matheson etc. $0041.HK $0014.HK $1113.HK $0083.HK $J36.SI. https://www.thestandard.com.hk/section-news/section/6/264287/Wealthy-are-flocking-back-into-HK https://www.thestandard.com.hk/section-news/section/6/264287/Wealthy-are-flocking-back-into-HK"  
[X Link](https://x.com/phil_hk/status/1811021240108470428)  2024-07-10T12:54Z [----] followers, [----] engagements


"Got Hysan $0014.hk and CK Asset $1113.hk Hong Kong: scarcity of new office buildings https://t.co/JYrX43NC8w Hong Kong: scarcity of new office buildings https://t.co/JYrX43NC8w"  
[X Link](https://x.com/phil_hk/status/1835877482475757912)  2024-09-17T03:04Z [----] followers, [---] engagements


"First Pacific $0142.hk breaking higher today 4.51$"  
[X Link](https://x.com/phil_hk/status/1848198542474829945)  2024-10-21T03:04Z [----] followers, [---] engagements


"@MikeFritzell It would be interesting to see if this idea finally pays out. It has been a widow maker for a few decades. Remember I was short 13-14 years ago or so luckily covered with a small profit. But think barely went breakeven accounting for dividends and interest to borrow the shares"  
[X Link](https://x.com/phil_hk/status/1848654900210897251)  2024-10-22T09:17Z [----] followers, [---] engagements


"Hongkong Land having a big up move today. Maybe leading the way for some of the other property companies. Funny that HKL was the most hated of all HK property stocks at the end of last year and the most loved/resilient one was supposed to be Link REIT. http://H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI http://H78.SI Bloomberg writing obituaries on HK"  
[X Link](https://x.com/phil_hk/status/1851484965034508476)  2024-10-30T04:43Z [----] followers, [----] engagements


"$J36.SI Jardine Matheson Holdings is starting to perk up. Looks like we are heading back to test 48$. Hongkong Land $H78.SI and Zhongsheng $0881.HK have had some big moves recently which means that despite its recent upmove JMH is still trading at 31% discount to NAV. 🧵Smartkarma #eventdriven #threadoftheday Jardine Matheson (JM SP): Trading "Cheap" David Blennerhassett -- $JM.SP 1/ https://t.co/09pQCK13Nl 🧵Smartkarma #eventdriven #threadoftheday Jardine Matheson (JM SP): Trading "Cheap" David Blennerhassett -- $JM.SP 1/ https://t.co/09pQCK13Nl"  
[X Link](https://x.com/phil_hk/status/1856261640167272909)  2024-11-12T09:03Z [----] followers, [----] engagements


"Hysan Development should benefit from these trends thanks to their foresight to enter into a JV with IWG for their Regus/Spaces operations in the GBA area. $0014.hk https://www.scmp.com/business/article/3291400/hong-kong-demand-flexible-office-space-grows-market-singapore-slumps https://www.scmp.com/business/article/3291400/hong-kong-demand-flexible-office-space-grows-market-singapore-slumps"  
[X Link](https://x.com/phil_hk/status/1869754163791581638)  2024-12-19T14:38Z [----] followers, [---] engagements


"@adcha91 @pandawatch88 Can I troll you for the coming years if Hysan does make a comeback What is your track record for the past couple of years Mine were public here on twitter $0883.hk $0941.hk $2386.hk $0142.hk. Care to check the total returns on those Which picks did you have for HK"  
[X Link](https://x.com/phil_hk/status/1886451562194608587)  2025-02-03T16:27Z [----] followers, [---] engagements


"@adcha91 @pandawatch88 One dud in here below Anhui Conch which was my smallest position. The others did pretty well I would say when Hang Seng was in a bear market. But of course with HK and Hysan I could be completely wrong. I just try to win more than I lose. https://x.com/phil_hk/status/1463706907353358345 I think Hong Kong value stocks are setting up for a nice run in [----] and probably for years to come💪 $0659.hk $0883.hk $2386.hk $0386.hk $0914.hk $0941.hk $1088.hk $1038.hk 👇 https://x.com/phil_hk/status/1463706907353358345 I think Hong Kong value stocks are setting up for a nice run"  
[X Link](https://x.com/phil_hk/status/1886452597063598309)  2025-02-03T16:32Z [----] followers, [---] engagements


"It might sound extreme but CL Hutchison $0001.hk should trade closer to [---] HKD on the closure of this deal. @JJNews002 You can't make someone sell. Obviously CKH just said show me the money and told Trump's proxy Blackrock the price. Stupid deal TBF and well done CKH. CKH's NAV should also re-price to reflect geopoli lunacy arbitrage. @JJNews002 You can't make someone sell. Obviously CKH just said show me the money and told Trump's proxy Blackrock the price. Stupid deal TBF and well done CKH. CKH's NAV should also re-price to reflect geopoli lunacy arbitrage"  
[X Link](https://x.com/phil_hk/status/1898272707751690549)  2025-03-08T07:20Z [----] followers, [----] engagements


"Is Bloomberg considered contra the same way as Time Barrons Forbes etc An extremely bearish take maybe warranted maybe not. I'm sticking to my guns I think CKH $0001.hk will be one of the best performing stocks on HSI by the end of [----]. https://www.bloomberg.com/opinion/articles/2025-03-12/li-ka-shing-s-ck-panama-ports-deal-is-a-supersized-value-trapembedded-checkout=true https://www.bloomberg.com/opinion/articles/2025-03-12/li-ka-shing-s-ck-panama-ports-deal-is-a-supersized-value-trapembedded-checkout=true"  
[X Link](https://x.com/phil_hk/status/1900120276412882983)  2025-03-13T09:42Z [----] followers, [----] engagements


"I continued my experiments using Grok to value CK Hutchison $0001.hk post the port deal. Now using EV/EBITDA. It implies a stock price of [---] HKD. Earlier I also adjusted the SOTP valuation. Result an equity value of 528B HKD. Current MCAP 170B HKD. https://grok.com/share/bGVnYWN5_a75223f0-a70d-4f69-94a4-bd23d638d97f Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM"  
[X Link](https://x.com/phil_hk/status/1904011476408652225)  2025-03-24T03:24Z [----] followers, [----] engagements


"Indirect plays Keck Seng $0184.hk (residential buildings and office/retail space in Macau) K Wah $0173.hk (Galaxy) and direct plays Sands China $1928.hk. #InTheSpotlightFGN - Macau's gross gaming revenue for February reached MOP19.74bn up 6.8% year-on-year. Hotel occupancy rate hit 94.7% in January with [----] million visitors. #Macau #GamingRevenue #HotelOccupancy #VisitorNumbers #FocusAsiaPacific https://t.co/H2aSmXgXuV https://t.co/v00v8pETZx #InTheSpotlightFGN - Macau's gross gaming revenue for February reached MOP19.74bn up 6.8% year-on-year. Hotel occupancy rate hit 94.7% in January with"  
[X Link](https://x.com/phil_hk/status/1907331210256216303)  2025-04-02T07:16Z [----] followers, [---] engagements


"@MikeFritzell Sure there are other assets as well and First Pacific got smashed going into to covid so got extremely depressed. More so than the underlying. Still I find it a bit perplexing"  
[X Link](https://x.com/phil_hk/status/1973621269594775618)  2025-10-02T05:29Z [----] followers, [---] engagements


"Who could have thought $0014.hk $0041.hk $1113.hk $j36.si $h78.si #HongKong Grade A Office Market Posts Strongest Net Absorption Since [----] - What's Driving the Recovery https://t.co/wq6OrBbopT #HongKong Grade A Office Market Posts Strongest Net Absorption Since [----] - What's Driving the Recovery https://t.co/wq6OrBbopT"  
[X Link](https://x.com/phil_hk/status/1980691634447917227)  2025-10-21T17:44Z [----] followers, [---] engagements


"@MikeFritzell Huge movements in both Astra $asii.jk and HM Sampoerna $hmsp.jk in the last few months"  
[X Link](https://x.com/phil_hk/status/1985518334172152114)  2025-11-04T01:23Z [----] followers, [---] engagements


"HK property having a good day and a good year. Hysan $0014.hk and Great Eagle $0041.hk leading the way this year. Returns ex dividend. For total returns incl. dividends add 6-8%. Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks"  
[X Link](https://x.com/phil_hk/status/1988447764897050937)  2025-11-12T03:24Z [----] followers, [----] engagements


"Seems all the CK companies are about to break out. CK Hutchison $0001.hk has cleared [--] HKD and is heading for [--] HKD as a first stop imo. CK Asset $1113.hk has cleared [--] HKD and is heading for 52-54 HKD. CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports sale delayed to '26 but still on; telecom spin-off eyeing London IPO; buybacks & extra divvies coming Next stop: HK$74 then HK$103 Undervalued gem CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports"  
[X Link](https://x.com/phil_hk/status/1993592547365794208)  2025-11-26T08:07Z [----] followers, [----] engagements


"@kab604 And 0% withholding tax if they are incorporated in Hong Kong Bermuda or Caymans. I like $0883.hk CNOOC most attractive oil major IMO $2386.hk Sinopec Engineering benefits from investments in carbon capturing/ESG etc$0659.hk NWS Holdings infrastructure play with roads/utilities"  
[X Link](https://x.com/phil_hk/status/1457605571998208004)  2021-11-08T07:07Z [----] followers, [--] engagements


"@SiriusInvestor @Fritz844 @SimplicityCapi1 Of course it also depends from where you measure but I went as far back as I could. I think a lot of the Chinese were overbought in 2007-2008 because of the China hype. You have to remember these companies tend to pay much higher dividends then their western counterparts"  
[X Link](https://x.com/phil_hk/status/1461576751843188739)  2021-11-19T06:07Z [----] followers, [--] engagements


"@Trinhnomics @rationaloptimst Get ready for Chinese/HK Value stocks being top performer in [----] at least relatively speaking. Would not be surprised to see Turkey Argentina up there as well. $0883.hk $2386.hk $0941.hk $0659.hk $TKC $TEO $CVHSY $BMA"  
[X Link](https://x.com/phil_hk/status/1473870377361149952)  2021-12-23T04:17Z [----] followers, [--] engagements


"An update on my Hysan Development Co. $0014.hk view after their dividend cut of 25%. Ms. Lee mentioned todan on the earnings call it was the first dividend cut in [--] years. Funny thing is back then the bottom was in [--] weeks before the ex-date and then it was off to the races. @Ingathewinger Long term no actually this was the prudent thing to do. But short term we will probably not see a chase for the yield. Even though if we subtract the dividend (0.81) which is being paid in the next few weeks the company is yielding 8.7% on an annual basis. @Ingathewinger Long term no actually this was the"  
[X Link](https://x.com/phil_hk/status/1760621005981319434)  2024-02-22T11:02Z [----] followers, [----] engagements


"Astra $ASII.JK doing quite ok considering the narrative. Market share moving up to 60%. Number of vechicles sold down yoy -16% for Q2 but less so than Q1 which saw 26% decline. Seems to be more the general economy under pressure than loss of market share. https://jakartaglobe.id/business/astras-car-sales-up-63-pct-in-june-thanks-to-toyota-lexus https://jakartaglobe.id/business/astras-car-sales-up-63-pct-in-june-thanks-to-toyota-lexus"  
[X Link](https://x.com/phil_hk/status/1813140436611137970)  2024-07-16T09:15Z [----] followers, [----] engagements


"$0014.hk Hysan @phil_hk @MikeFritzell @ArenaManCapital The rental reversion is actually positive vs what the precious tenant (GU) paid in [----]. Abercrombie is paying 1.5m/month vs 800k/month by GU. Abercrombie is paying 30% less than what Gap paid (2.1m) in [----]. https://t.co/u8gHMfLCdt @phil_hk @MikeFritzell @ArenaManCapital The rental reversion is actually positive vs what the precious tenant (GU) paid in [----]. Abercrombie is paying 1.5m/month vs 800k/month by GU. Abercrombie is paying 30% less than what Gap paid (2.1m) in [----]. https://t.co/u8gHMfLCdt"  
[X Link](https://x.com/phil_hk/status/1835939179991044562)  2024-09-17T07:09Z [----] followers, [---] engagements


"Astra $ASII.JK just published their September numbers. So far their market share seems resilient depsite BYD etc ramping up production/sales. But the overall auto market remains under pressure with sales down 10-15% yoy"  
[X Link](https://x.com/phil_hk/status/1845761334534889946)  2024-10-14T09:39Z [----] followers, [----] engagements


"Astra $ASII.JK looks perky"  
[X Link](https://x.com/phil_hk/status/1848569448145522860)  2024-10-22T03:37Z [----] followers, [---] engagements


"October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). Astra $ASII.JK just published their September numbers. So far their market share seems resilient depsite BYD etc ramping up production/sales. But the overall auto market remains under pressure with sales down 10-15% yoy. https://t.co/H9PI7UsgOB Astra $ASII.JK just published their September numbers. So far their market share seems"  
[X Link](https://x.com/phil_hk/status/1856254654826590276)  2024-11-12T08:36Z [----] followers, 10.1K engagements


"$ASII.JK Astra International all of sudden seems to be about to break out. October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). https://t.co/d4RDiRmqvb October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to"  
[X Link](https://x.com/phil_hk/status/1861005429288923624)  2024-11-25T11:14Z [----] followers, [----] engagements


"Interesting table from @leomironov . Look at $ASII.JK Astra International. @phil_hk It actually screens really good here - highest ebitda margin in the space and decent growth https://t.co/D6vGcWqjx4 @phil_hk It actually screens really good here - highest ebitda margin in the space and decent growth https://t.co/D6vGcWqjx4"  
[X Link](https://x.com/phil_hk/status/1861015002263560655)  2024-11-25T11:52Z [----] followers, [---] engagements


"1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done water under the bridge. It's in the price and by the end of the day it will reinforce Hysan's New post out on the 'stack. High quality luxury developer beloved by Hermes and LVMH yours for 6x recurring earnings. https://t.co/fWu4kk23IR New post out on the 'stack. High quality luxury developer beloved by Hermes and LVMH yours for 6x recurring earnings. https://t.co/fWu4kk23IR"  
[X Link](https://x.com/phil_hk/status/1882314254558298473)  2025-01-23T06:27Z [----] followers, [----] engagements


"Last week tried relocated restaurant Roganic. Its now in Lee Gardens One (Hysan $0014.hk). Tried to book dinner but booked out for entire March & most of April. Wait-listed as no [--]. In the end managed to get lunch reservation. Can really recommend nice ambience & good value. 1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done water under the bridge. It's in the price and by the end of the day it will reinforce Hysan's 1/ Great write up on Hysan Development $0014.hk"  
[X Link](https://x.com/phil_hk/status/1899029179426832665)  2025-03-10T09:26Z [----] followers, [----] engagements


"Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to 94% from 92% office to 92% from 90% tenant sales +8% YoY. HK$8B new capital recycling goal. Theres a lot of doom surrounding Hong Kong & HSI. The narrative is that HKs days as a financial center are numbered. Everyone is entitled to their belief but think this is complete bullocks. I urge everyone to read this to get a better understanding: https://t.co/IQf5Rp70tQ Theres a lot of doom surrounding Hong Kong & HSI. The"  
[X Link](https://x.com/phil_hk/status/1965674414999306630)  2025-09-10T07:11Z [----] followers, [----] engagements


"Great Eagle Holdings $0041.HK 1H [----] results: Property sales (ONTOLO ONMANTIN) face margin compression Champion REIT distributions down 11.6% as expected. Hotels shine with double-digit RevPAR growth in key markets boosted by higher occupancy & room rates. #HKProperty Another favourite in the HK property sector for me is Great Eagle Holdings Ltd. $0041.hk Bermuda incorporated MCAP: [----] B HKD (barely 1B USD) Net debt: [-----] B HKD EV: 15.565B HKD Dividend yield: 8.03% (0.5+0.37 HKD) Details on the NAV: https://t.co/FtwAZXt8pQ Another favourite in the HK property sector for me is Great Eagle"  
[X Link](https://x.com/phil_hk/status/1966093474366894192)  2025-09-11T10:56Z [----] followers, [----] engagements


"Astra $ASII.JK all of sudden popping. Up around 60% with dividend from tariff lows back in April. October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). https://t.co/d4RDiRmqvb October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle &"  
[X Link](https://x.com/phil_hk/status/1981628665919422540)  2025-10-24T07:47Z [----] followers, [----] engagements

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