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[@SMalikjo](/creator/twitter/SMalikjo)
"@teechongyen $WISE"  
[X Link](https://x.com/SMalikjo/status/1981179028938903817) [@SMalikjo](/creator/x/SMalikjo) 2025-10-23T02:01Z XXX followers, XX engagements


"@teechongyen I'm so conflicted on $WISE Their wholesale biz is growing well with top tier clients Retail also growing but marketing seems lacking Wonder where margins r going Then u have competition from stablecoins & how they react to that space"  
[X Link](https://x.com/SMalikjo/status/1981182340245442964) [@SMalikjo](/creator/x/SMalikjo) 2025-10-23T02:14Z XXX followers, XX engagements


"Might coincide with growth in $ibkr retail accounts worldwide wouldn't be surprised a big chunk out of Korea"  
[X Link](https://x.com/SMalikjo/status/1981199547373359490) [@SMalikjo](/creator/x/SMalikjo) 2025-10-23T03:22Z XXX followers, XXX engagements


"if anyone likes $TPL $LB check out $FRMO"  
[X Link](https://x.com/SMalikjo/status/1956237357025497319) [@SMalikjo](/creator/x/SMalikjo) 2025-08-15T06:11Z XXX followers, 1076 engagements


"generating income via cash secured short puts on $788.HK $762.HK $2020.HK"  
[X Link](https://x.com/SMalikjo/status/1963863357955465311) [@SMalikjo](/creator/x/SMalikjo) 2025-09-05T07:14Z XXX followers, XXX engagements


"took a starter in $2020 HK 85.5x"  
[X Link](https://x.com/SMalikjo/status/1978713472243204126) [@SMalikjo](/creator/x/SMalikjo) 2025-10-16T06:43Z XXX followers, XX engagements


"Whats a good re entry point for $1126.hk"  
[X Link](https://x.com/SMalikjo/status/1980203424772985241) [@SMalikjo](/creator/x/SMalikjo) 2025-10-20T09:24Z XXX followers, XXX engagements


"$GLNG Argentina needs to monetize its gas reserves to service this type of debt which Washington is arranging thru US banks so in a way its a long term positive development for Golar. Bit unfortunate for $C who took Argentine writedowns last yr only to relend again this year"  
[X Link](https://x.com/SMalikjo/status/1980470543024537788) [@SMalikjo](/creator/x/SMalikjo) 2025-10-21T03:05Z XXX followers, XXX engagements


"@teechongyen @GSpier makes sense the stock has distinct cycles for capex & 'narrative' harvesting. wonder how 'moaty' the biz really is in the long run $MU"  
[X Link](https://x.com/SMalikjo/status/1980477028576186369) [@SMalikjo](/creator/x/SMalikjo) 2025-10-21T03:31Z XXX followers, XXX engagements


"$2628 HK China life - Net profit +50-70% y/y about to take out new highs still only PE 6x (LTM) concerns about their book value else this puppy should be much higher"  
[X Link](https://x.com/SMalikjo/status/1980480341870801398) [@SMalikjo](/creator/x/SMalikjo) 2025-10-21T03:44Z XXX followers, XX engagements


"@MikeFritzell @ValuePraya yes Sir $IMAX investor day within next 6mths trading at 20x so good window to take out sub 7x (net of cash) & clean up balance sheet plus iMAX movie backlog solid for 12-18m so fundamentals in right zone"  
[X Link](https://x.com/SMalikjo/status/1980480985340022799) [@SMalikjo](/creator/x/SMalikjo) 2025-10-21T03:47Z XXX followers, XX engagements


"$728.HK steady as she goes NP +5% y/y lots of "AI" in the report ;)"  
[X Link](https://x.com/SMalikjo/status/1980617751820693702) [@SMalikjo](/creator/x/SMalikjo) 2025-10-21T12:50Z XXX followers, XX engagements


"@investingichina its just cheap on valuation basis last i checked Aug: cash = 830mm TD = 950mm + 400mm = 1350mm wealth mgt products at FMV = 400mm total liquid assets = RMB 2580mm = HKD 2810mm mktcap = HKD 2500mm - XX% BV of liquid assets opbiz is melting icecube so needs a new game $2660 HK"  
[X Link](https://x.com/SMalikjo/status/1981230487290204219) [@SMalikjo](/creator/x/SMalikjo) 2025-10-23T05:25Z XXX followers, XX engagements


"@teechongyen Agree its a good strategy to be careful investing in high multiple stock like $WISE in a very competitive sector like fintech and with so much disruption. You must have a solid edge to buy at these multiples"  
[X Link](https://x.com/SMalikjo/status/1981193405754724369) [@SMalikjo](/creator/x/SMalikjo) 2025-10-23T02:58Z XXX followers, XX engagements


"re-starting $1126.HK after the big pullback post labubu meme status.has the bubble burst enough to make this interesting any particular risk factor on the horizon"  
[X Link](https://x.com/SMalikjo/status/1981237342280265750) [@SMalikjo](/creator/x/SMalikjo) 2025-10-23T05:52Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SMalikjo "@teechongyen $WISE"
X Link @SMalikjo 2025-10-23T02:01Z XXX followers, XX engagements

"@teechongyen I'm so conflicted on $WISE Their wholesale biz is growing well with top tier clients Retail also growing but marketing seems lacking Wonder where margins r going Then u have competition from stablecoins & how they react to that space"
X Link @SMalikjo 2025-10-23T02:14Z XXX followers, XX engagements

"Might coincide with growth in $ibkr retail accounts worldwide wouldn't be surprised a big chunk out of Korea"
X Link @SMalikjo 2025-10-23T03:22Z XXX followers, XXX engagements

"if anyone likes $TPL $LB check out $FRMO"
X Link @SMalikjo 2025-08-15T06:11Z XXX followers, 1076 engagements

"generating income via cash secured short puts on $788.HK $762.HK $2020.HK"
X Link @SMalikjo 2025-09-05T07:14Z XXX followers, XXX engagements

"took a starter in $2020 HK 85.5x"
X Link @SMalikjo 2025-10-16T06:43Z XXX followers, XX engagements

"Whats a good re entry point for $1126.hk"
X Link @SMalikjo 2025-10-20T09:24Z XXX followers, XXX engagements

"$GLNG Argentina needs to monetize its gas reserves to service this type of debt which Washington is arranging thru US banks so in a way its a long term positive development for Golar. Bit unfortunate for $C who took Argentine writedowns last yr only to relend again this year"
X Link @SMalikjo 2025-10-21T03:05Z XXX followers, XXX engagements

"@teechongyen @GSpier makes sense the stock has distinct cycles for capex & 'narrative' harvesting. wonder how 'moaty' the biz really is in the long run $MU"
X Link @SMalikjo 2025-10-21T03:31Z XXX followers, XXX engagements

"$2628 HK China life - Net profit +50-70% y/y about to take out new highs still only PE 6x (LTM) concerns about their book value else this puppy should be much higher"
X Link @SMalikjo 2025-10-21T03:44Z XXX followers, XX engagements

"@MikeFritzell @ValuePraya yes Sir $IMAX investor day within next 6mths trading at 20x so good window to take out sub 7x (net of cash) & clean up balance sheet plus iMAX movie backlog solid for 12-18m so fundamentals in right zone"
X Link @SMalikjo 2025-10-21T03:47Z XXX followers, XX engagements

"$728.HK steady as she goes NP +5% y/y lots of "AI" in the report ;)"
X Link @SMalikjo 2025-10-21T12:50Z XXX followers, XX engagements

"@investingichina its just cheap on valuation basis last i checked Aug: cash = 830mm TD = 950mm + 400mm = 1350mm wealth mgt products at FMV = 400mm total liquid assets = RMB 2580mm = HKD 2810mm mktcap = HKD 2500mm - XX% BV of liquid assets opbiz is melting icecube so needs a new game $2660 HK"
X Link @SMalikjo 2025-10-23T05:25Z XXX followers, XX engagements

"@teechongyen Agree its a good strategy to be careful investing in high multiple stock like $WISE in a very competitive sector like fintech and with so much disruption. You must have a solid edge to buy at these multiples"
X Link @SMalikjo 2025-10-23T02:58Z XXX followers, XX engagements

"re-starting $1126.HK after the big pullback post labubu meme status.has the bubble burst enough to make this interesting any particular risk factor on the horizon"
X Link @SMalikjo 2025-10-23T05:52Z XXX followers, XXX engagements

creator/twitter::1068486000521826305/posts
/creator/twitter::1068486000521826305/posts