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

PhilHK posts on X about $0014hk, $0001hk, $0041hk, $0083hk 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 [------] +284%
- [--] Months [-------] +168%
- [--] Year [-------] +39%

### 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 [--] -20%
- [--] Month [---] +41%
- [--] 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 [-----] +2.40%
- [--] Months [-----] +9.30%
- [--] 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)  34.21% [stocks](/list/stocks)  18.42% [countries](/list/countries)  16.67% [currencies](/list/currencies)  12.28% [travel destinations](/list/travel-destinations)  7.89% [automotive brands](/list/automotive-brands)  2.63% [financial services](/list/financial-services)  1.75% [technology brands](/list/technology-brands)  1.75% [fashion brands](/list/fashion-brands)  1.75% [cryptocurrencies](/list/cryptocurrencies)  0.88%

**Social topic influence**
[$0014hk](/topic/$0014hk) #1, [$0001hk](/topic/$0001hk) 14.04%, [$0041hk](/topic/$0041hk) 8.77%, [$0083hk](/topic/$0083hk) 8.77%, [stocks](/topic/stocks) 7.89%, [if you](/topic/if-you) 7.89%, [market](/topic/market) 7.89%, [dividend](/topic/dividend) #1280, [$evo](/topic/$evo) #22, [$2386hk](/topic/$2386hk) 7.89%

**Top accounts mentioned or mentioned by**
[@mikefritzell](/creator/undefined) [@pandawatch88](/creator/undefined) [@vildkatten](/creator/undefined) [@kab604](/creator/undefined) [@fritz844](/creator/undefined) [@valuehurts](/creator/undefined) [@arenamancapital](/creator/undefined) [@recoverytrade](/creator/undefined) [@alexand93085679](/creator/undefined) [@davidkatunaric](/creator/undefined) [@ingathewinger](/creator/undefined) [@ianchui12](/creator/undefined) [@philhk](/creator/undefined) [@gloomboomdoom](/creator/undefined) [@valuepraya](/creator/undefined) [@yuknowit](/creator/undefined) [@mereninc](/creator/undefined) [@irbezek](/creator/undefined) [@felixk42](/creator/undefined) [@vrntperception](/creator/undefined)

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

"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


"@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


"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


"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


"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


"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


"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)"  
[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


"$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


"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


"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


"$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


"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


"$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


"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


"$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


"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


"@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


"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


"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


"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


"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


"@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


"@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


"@vildkatten Det dr stmmer inte. British American Tobacco som Dart fr vrigt var strsta gare i ett tag brottades med enorma problem. Bttre nu men tror vi kommer se ngot liknande med EVO. Tror du kommer se 4-5% EPS kning hrifrn / r och det med Europa och Asien som krymper 2-3%"  
[X Link](https://x.com/phil_hk/status/2022296386604339236)  2026-02-13T13:06Z [----] followers, [--] engagements


"@vildkatten Kassafldet har varit stabilt men en stor del har genererats av Reynolds ex som r marknadsledande p mentol i USA. Mentol frbjds av Biden men beslutet revs upp av Trump. Alla trodde att Velo skulle bli en katastrof mot Zyn men Velo Plus blev senare en succ i USA"  
[X Link](https://x.com/phil_hk/status/2022299038515917244)  2026-02-13T13:17Z [----] followers, [--] engagements


"@vildkatten Jag hller faktiskt till stor del med dig. terkp frontrunnas ofta om de sker sttvis. Men om de sker p en rimlig niv p autopilot a la Swedish Match s kan det vara en ganska fin form av terbetalning till aktiegarna"  
[X Link](https://x.com/phil_hk/status/2022299639828095451)  2026-02-13T13:19Z [----] followers, [---] engagements


"@vildkatten Det enda jag ville ha sagt att det har funnits mnga problem ven hos tobaksbolagen. Dart kpte p sig sina 10% i BTI efter att de hamnade i en liknande svacka som $EVO"  
[X Link](https://x.com/phil_hk/status/2022299947341918638)  2026-02-13T13:20Z [----] 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


"@Heisenberg_coin @OriginalBraila @calvinfroedge Too late already. Started w/ Norway then UK France now NL. All EU countries face massive deficits from wasting resources on immigrants & welfare. Budget fix: raise taxes or cut spending. Latter easierhuge waste exists"  
[X Link](https://x.com/phil_hk/status/2022656453828555089)  2026-02-14T12:57Z [----] 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


"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


"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


"$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


"@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


"@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


"@kab604 $0941.hk China Mobile $1038.hk CK Infrastructure Holdings Limited. All of these companies pay 5-8/9%. CNOOC will pay close to 10% next year for example and it is less than 50% of FCF Sinopec Engineering 8%+ also less than 50% of FCF. Profits are growing"  
[X Link](https://x.com/phil_hk/status/1457606407570616324)  2021-11-08T07:10Z [----] followers, [--] engagements


"@wtnelson Yes this is the case with several Chinese SOEs (China Mobile as well) and probably the reason for the huge discount relative peers. $2386.hk and $0386.hk are not sanctioned however. I'm a big bull on $2386.hk MCAP is covered by cash and inv. on bs. Read https://moneyweek.com/investments/investment-strategy/value-investing/604021/andrew-hunt-a-great-time-to-be-a-value-investor https://moneyweek.com/investments/investment-strategy/value-investing/604021/andrew-hunt-a-great-time-to-be-a-value-investor"  
[X Link](https://x.com/phil_hk/status/1460481720017252353)  2021-11-16T05:35Z [----] 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


"@Fritz844 Sinopec the main company has been outperforming due to being one the best or most direct reopening plays on Chinese economy. Oil demand is through the roof in March and April. New contracts for Sinopec Engineering dropped in Q1 yoy. So $0386.hk outperforming makes sense"  
[X Link](https://x.com/phil_hk/status/1663445482843303936)  2023-05-30T07:21Z [----] followers, [--] engagements


"@Fritz844 I think these numbers will normalize over the year for $2386.hk. Capex from $0386.hk but $2386.hk should also benefits from the Green transition/carbon capturing/renewables etc. They should also benefit from the yuan being increasingly used to pay for Oil imports etc"  
[X Link](https://x.com/phil_hk/status/1663447759989673984)  2023-05-30T07:30Z [----] followers, [---] engagements


"@Ingathewinger This is not my base case this is I think quite a depressed scenario one where the HK office market stays surpressed. Still in such scenario you have major upside. A grade A developer with monopoly (basically) of one of the most important shopping/dining areas in Asia"  
[X Link](https://x.com/phil_hk/status/1760611622085914820)  2024-02-22T10:24Z [----] 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


"@sunchartist @MikeFritzell Im not sure about the stock prices and indicies but I see a lot of value in HK developers. IMO they are some of the most conservatively run property companies in the world. Sino Land has more than 50% of its MCAP in cash"  
[X Link](https://x.com/phil_hk/status/1765761794348626023)  2024-03-07T15:29Z [----] followers, [---] engagements


"@valuehurts I did one on Hysan. I also like Sino Land (50% of MCAP in net cash) Great Eagle (just their hotels division which mostly consists of hotels overseas in US Canada UK Australia can more than justify their EV) and Hongkong Land. https://x.com/phil_hk/status/1755522851543900529s=20 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"  
[X Link](https://x.com/phil_hk/status/1768943335350423619)  2024-03-16T10:12Z [----] followers, [---] engagements


"@IanChui12 @valuehurts What do you mean low sales assets Many companies around 5-7 x depressed earnings. In some cases its pure rental earnings. Book values could be wrong but when the gearing is 15-30% (net debt/equity) the BV of properties can be wrong by 50% and you still have 100% upside"  
[X Link](https://x.com/phil_hk/status/1770461016981373304)  2024-03-20T14:42Z [----] followers, [---] engagements


"@IanChui12 @valuehurts IMO the book values are not wrong by 50% in quality companies like Hysan Great Eagle Swire Hongkong Land more likely talking 15-20% max. Great Eagle has their Langham hotels in US Canada UK Australia etc booked at cost. its obvious this number is wrong the other way"  
[X Link](https://x.com/phil_hk/status/1770462789930520965)  2024-03-20T14:49Z [----] followers, [---] engagements


"There is still a market for new residential develpoments in HK. Cash rich buyers that want to be close to certain schools etc and live in a new home. What I like with their property development is that they have been snapping up land at bargain prices in JVs with Sino Land"  
[X Link](https://x.com/phil_hk/status/1771120316355621126)  2024-03-22T10:22Z [----] followers, [---] engagements


"@zabeelcap Its normal for HK property developers to have 30-50% discount to NAV. Its trading at 85% discount to NAV now. Personally I think they deserve a higher p/b than many other developers due to the high quality of buildings tenants etc. They are the Hongkong Land of Causeway Bay"  
[X Link](https://x.com/phil_hk/status/1775551302778622282)  2024-04-03T15:49Z [----] followers, [---] engagements


"@Liftthatbid Yes is probably a good play as well. They have one of the cleanest balance sheets. One approach could be to buy a basket of developers most should do well if the tide turns. My favourites are $0041.hk and $0014.hk since I think they have the most upside. http://1113.HK http://1113.HK"  
[X Link](https://x.com/phil_hk/status/1797483836781293677)  2024-06-03T04:21Z [----] 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


"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


"Another holding that is considering to start share buybacks $EC @ECOPETROL_SA. #AHORA El presidente de @ECOPETROL_SA Ricardo Roa le propuso al gobierno de @petrogustavo recomprar acciones de la compaa ante su bajo precio en bolsa. https://t.co/uHJfVFTJss #AHORA El presidente de @ECOPETROL_SA Ricardo Roa le propuso al gobierno de @petrogustavo recomprar acciones de la compaa ante su bajo precio en bolsa. https://t.co/uHJfVFTJss"  
[X Link](https://x.com/phil_hk/status/1857435758317232592)  2024-11-15T14:49Z [----] followers, [---] engagements


"@DecentralizedDr $EC Ecopetrol's FEPC balance is now 9T COP ap. 2B USD or equivalent to ap. 1$ / ADR. Have they stated somewhere that 100% of this balance will be paid out or will be declared to be paid out before the end of the year"  
[X Link](https://x.com/phil_hk/status/1859099042908606905)  2024-11-20T04:58Z [----] followers, [---] engagements


"Love it how Robert Ng is basically buying Sino Land $0083.hk every day of the year😅. This is on top of the increased shareholding he is getting through the scrip dividend. 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 . https://t.co/12ySuboVHT 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"  
[X Link](https://x.com/phil_hk/status/1859164728813138243)  2024-11-20T09:19Z [----] followers, [----] 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


"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


"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


"@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


"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


"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


"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


"CK Asset's 1H25 results: Net profit down 26% to HK$6.3B due to HK property slump & IP reval loss but profit before IP reval up 1.2% to HK$6.8B. Utilities shining profit rises 12% to HK$4.6B. Interim div HK$0.39/share. Currency tailwinds Bullish outlook. #CKAsset $1113.HK Another property developer in HK which is looking increasingly attractive is CK Asset $1113.HK (Li Ka Shing). Gearing super low net debt/equity stands at 3%. Remember CK sold The Center at the top of the office boom in HK in [----] for 5B USD. https://t.co/Bn6jO5EVGV Another property developer in HK which is looking"  
[X Link](https://x.com/phil_hk/status/1966371144656892239)  2025-09-12T05:19Z [----] followers, [----] engagements


"With Trump and Xi reaching a consensus for TikTok maybe time to reach a consensus regarding CK Hutchisons ports $0001.hk 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 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"  
[X Link](https://x.com/phil_hk/status/1967743362028671347)  2025-09-16T00:12Z [----] 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


"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


"@RecoveryTrade @ArenaManCapital Remember who sold the Center at the top in [----] for 5B USD (Li) & who refused to sell Excelsior (Jardines/Mandarin) at 3.8B USD in [----]. Just to sell top [--] floors +signage rights of the newly developed luxury office building to Alibaba at depressed market valuation of 925M USD"  
[X Link](https://x.com/phil_hk/status/1987007212510912701)  2025-11-08T04:00Z [----] followers, [--] engagements


"@RecoveryTrade @ArenaManCapital Hong Kong Land/Jardines levered up in the 80s just before the crash in [----] almost bankrupting Hongkong Land. Plenty of mistakes there. With that said Im a shareholder now& they got a lot of non-property things right too with diversifying with South East Asia/Astra etc"  
[X Link](https://x.com/phil_hk/status/1987008101091057690)  2025-11-08T04:03Z [----] 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


"Hysan $0014.hk trading strong in an otherwise weak market 👀. 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/1998612998110564365)  2025-12-10T04:37Z [----] followers, [---] engagements


"@kab604 Sinopec Engineering CNOOC China Mobile CK Hutchison. HK property: Hysan Dev Sino Land Jardines/HK Land. Nano caps: Ming Fai"  
[X Link](https://x.com/phil_hk/status/1749461869327503722)  2024-01-22T15:59Z [----] followers, 17.1K engagements


"Lo Ka Shui the managing director of Great Eagle Holdings $0041. hk and from the controlling family bought a lot of shares in [----] [----] [----] and [----] at higher prices"  
[X Link](https://x.com/phil_hk/status/1772138978893808043)  2024-03-25T05:50Z [----] 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


"@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


"@yu_knowit They have the strongest local and international brands and since they are part of PMI they also have access to new market leading alternatives like Zyn and IQOS. I saw $HMSP actually built a manufacturing plant for Zyn in Indonesia but I guess these mostly go for export"  
[X Link](https://x.com/phil_hk/status/1847586540148707839)  2024-10-19T10:32Z [----] followers, [---] engagements


"@yu_knowit If you look at their latest financial reports it seems they are actually starting to turn things around. But market doesnt seem excited"  
[X Link](https://x.com/phil_hk/status/1847586905497751661)  2024-10-19T10:33Z [----] followers, [--] engagements


"7/ Frontier Medical Health seems to have been a dud and hope they minimize further capital deployment there. Villa Lucca seems to be selling but I think here they are reaching outside their core competence. They should scrap new residential developments and pay off debt"  
[X Link](https://x.com/phil_hk/status/1882314271914434614)  2025-01-23T06:27Z [----] followers, [---] engagements


"8/ With scrapping new residential developments I mean competing against the likes of deep pocketed developers like Sino Land and CK Asset. But they can consider residential dev. for the low rise buildings they accumulated in CWB. They could make a decent profit and pay off debt"  
[X Link](https://x.com/phil_hk/status/1882318227935756664)  2025-01-23T06:43Z [----] 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


"@deyhatemetoo @MerenInc Based on the price of its reserves its not that cheap but if you look at the quality of the cashflows the high margins and the fact the producing fields are operated by majors its quite cheap I would say. Factor in potential upside from Venus it becomes even cheaper"  
[X Link](https://x.com/phil_hk/status/1989339867457933742)  2025-11-14T14:29Z [----] followers, [---] engagements


"$MER.TO $MRNFF $MER @MerenInc Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15) https://t.co/r7BbkM7L2t Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15) https://t.co/r7BbkM7L2t"  
[X Link](https://x.com/phil_hk/status/1990976473973600304)  2025-11-19T02:52Z [----] 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


"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


"@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

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