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[@FarAway0o0](/creator/twitter/FarAway0o0)
"June 2025 🏦 Cash still strong 📈 June moves: starter stakes in $IGIC $MFI; sold CRM XXX P & FLUT XXX P; collected dividends from $BUR $4816.T $7902.T 🔎 IGIC: reinsurer trading near book with reliable dividend; will size up after Q2 confirms margins. 💳 MFI: micro-cap stable-coin rails; liquidity thin; volatility high Option income: short puts struck well below spotclassic time-decay rental; will roll if vol stays rich. 🚀 Top contributors: $EWBC spread expectations normalising $H22 Singapore asset re-rating. Research taking longer than expected. Have a great day more details:"  
[X Link](https://x.com/FarAway0o0/status/1940285257686949973) [@FarAway0o0](/creator/x/FarAway0o0) 2025-07-02T05:43Z XXX followers, XXX engagements


"August Activity X. Sold Hong Leong Asia (H22.SGX) fully X. Bought Chongqing Machinery & Electric X. Added Tecogen (TGEN US) X. Sold BQE Water (BQE.V) Rationale H22 rotation: Purer data-centre backup exposure in China; 2722 owns/partners with Cummins on high-HP engine lines used in gensetscloser to the DC build-out value chain. Working theory: SOE value-unlock can re-rate conglomerate shells with one gem. 🏛SOE value-unlock theme: Multiple signals of asset carve-outs/privatizations/spin-offs by Chinese SOEs in Hong Kong; policy chatter suggests SASAC-style KPIs tying market value to"  
[X Link](https://x.com/FarAway0o0/status/1963497369594728668) [@FarAway0o0](/creator/x/FarAway0o0) 2025-09-04T07:00Z XXX followers, XXX engagements