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[@illyquid](/creator/twitter/illyquid)
"Housing Development Board launches 9144 more flats across XX projects. $9998.hk"  
[X Link](https://x.com/illyquid/status/1978302365938684200) [@illyquid](/creator/x/illyquid) 2025-10-15T03:30Z XXX followers, XXX engagements


"@MikeFritzell At the moment the opportunity cost of thinking about alternatives is pretty high"  
[X Link](https://x.com/illyquid/status/1976849746435481777) [@illyquid](/creator/x/illyquid) 2025-10-11T03:18Z XXX followers, XXX engagements


"The decision to start a paid Substack was driven by two things. First instead of thinking XX dollars a month is too much for a newsletter I thought - how much would I pay a relentless curious smart person to be an employee at my SME Surely it is orders of magnitude more than XX dollars. That is no-brainer for an employer - you don't even have to use the work if you don't like it. Second how do I capture the "economic surplus" of work where I'm either at my max risk tolerance or have to pass. Surely someone else has interest in the information"  
[X Link](https://x.com/illyquid/status/1976119636681949238) [@illyquid](/creator/x/illyquid) 2025-10-09T02:56Z XXX followers, 1587 engagements


"And instead of looking like an idiot the work has been surprisingly well received"  
[X Link](https://x.com/illyquid/status/1976121034228076584) [@illyquid](/creator/x/illyquid) 2025-10-09T03:02Z XXX followers, XXX engagements


"Still cheap if you back out cash use 2026 numbers and if you believe Singapore is going to follow through on a decade of publicly announced building plans. Some people won't touch an illiquid HK stock but the govt likes them and you can see them actually build stuff"  
[X Link](https://x.com/illyquid/status/1976136482902655185) [@illyquid](/creator/x/illyquid) 2025-10-09T04:03Z XXX followers, 1496 engagements


"@finphysnerd I learned from the foot fungus saga that if your investment needs to be debated to a certain extent you should just get out and move on"  
[X Link](https://x.com/illyquid/status/1976234991370879076) [@illyquid](/creator/x/illyquid) 2025-10-09T10:35Z XXX followers, 2242 engagements


"We confirmed an impressive ramp up in Johor that is supporting explosive growth"  
[X Link](https://x.com/illyquid/status/1976586060617691471) [@illyquid](/creator/x/illyquid) 2025-10-10T09:50Z XXX followers, 1663 engagements


"Singapore media in the grip of property developers and property speculator complex Discuss"  
[X Link](https://x.com/illyquid/status/1977704914659779043) [@illyquid](/creator/x/illyquid) 2025-10-13T11:56Z XXX followers, XXX engagements


"They are in many places executing across all segments. V impressive stuff"  
[X Link](https://x.com/illyquid/status/1978046560165613571) [@illyquid](/creator/x/illyquid) 2025-10-14T10:33Z XXX followers, XXX engagements


"In same room as Thai Prime Minister on day two is record pace"  
[X Link](https://x.com/illyquid/status/1979525289442267181) [@illyquid](/creator/x/illyquid) 2025-10-18T12:29Z XXX followers, XX engagements


"Wow Im green on all my LVMH buys again"  
[X Link](https://x.com/illyquid/status/1975575917985771688) [@illyquid](/creator/x/illyquid) 2025-10-07T14:56Z XXX followers, XXX engagements


"This was one of two great retail buys I made during Covid. The other one was Simon Property Group. Looking forward to reacquainting myself with this co"  
[X Link](https://x.com/illyquid/status/1977245252093427993) [@illyquid](/creator/x/illyquid) 2025-10-12T05:29Z XXX followers, 5310 engagements


"@Invesquotes Unlimited upside"  
[X Link](https://x.com/illyquid/status/1978350485276156266) [@illyquid](/creator/x/illyquid) 2025-10-15T06:41Z XXX followers, 1400 engagements


"We identified an $amat supplier here and have written it up with @Iqbal_yusuf1994. Coming soon"  
[X Link](https://x.com/illyquid/status/1978740665153372624) [@illyquid](/creator/x/illyquid) 2025-10-16T08:31Z XXX followers, 2133 engagements


"Precision engineering includes semicon equipment and their components. It does not include semicons themselves (reported under Electronics) or MRO services (reported under Transport Engineering). See below. FAI refers to capital investment"  
[X Link](https://x.com/illyquid/status/1978770279066169820) [@illyquid](/creator/x/illyquid) 2025-10-16T10:29Z XXX followers, XX engagements


"Big contributor to the Precision Engineering number is likely to be $amat who have a large footprint here"  
[X Link](https://x.com/illyquid/status/1978770282086093237) [@illyquid](/creator/x/illyquid) 2025-10-16T10:29Z XXX followers, XX engagements


"GDS series C - looking good for Wasion. $3393.hk"  
[X Link](https://x.com/illyquid/status/1978838833752887335) [@illyquid](/creator/x/illyquid) 2025-10-16T15:01Z XXX followers, XXX engagements


"@RihardJarc This is what drew me to It has a stake in a Hitachi JV that is slept on"  
[X Link](https://x.com/illyquid/status/1978932084186956286) [@illyquid](/creator/x/illyquid) 2025-10-16T21:12Z XXX followers, XXX engagements


"@ThinkFinance999 @BenBajarin I remember reading somewhere that the China lead time is quite long too. However they have an impressive ability to ramp up production of almost anything"  
[X Link](https://x.com/illyquid/status/1978937520781168786) [@illyquid](/creator/x/illyquid) 2025-10-16T21:34Z XXX followers, XX engagements


"The second precision engineering idea is also getting qualified for aerospace customers. Unlike the first idea they have a solid marine business already so the trends they are riding look like the chart below. I believe it is a X p/e valuation under book value"  
[X Link](https://x.com/illyquid/status/1978949004026089529) [@illyquid](/creator/x/illyquid) 2025-10-16T22:19Z XXX followers, XXX engagements


"@Beth_Kindig Increased capex too Should lift suppliers $AMAT $LRCX $ASML"  
[X Link](https://x.com/illyquid/status/1978950938640429296) [@illyquid](/creator/x/illyquid) 2025-10-16T22:27Z XXX followers, XXX engagements


"In September Singapore shipped XXXX% more specialised machinery to Taiwan y-o-y and XXXX% more to China"  
[X Link](https://x.com/illyquid/status/1978984901706727691) [@illyquid](/creator/x/illyquid) 2025-10-17T00:42Z XXX followers, XXX engagements


"Thats 700km of cables if you were wondering. Similar to the UK Denmark Viking Link"  
[X Link](https://x.com/illyquid/status/1979054078572249133) [@illyquid](/creator/x/illyquid) 2025-10-17T05:17Z XXX followers, XXX engagements


"They published their Annual Report today and it seems I may have underestimated their order book by up to S$ 151m so its actually closer to $773m. Good problem to have"  
[X Link](https://x.com/illyquid/status/1979150623372411002) [@illyquid](/creator/x/illyquid) 2025-10-17T11:40Z XXX followers, 3131 engagements


"Belgium shipped a 2k tonne bridge to Bangkok. It was built in XX hours in 1988"  
[X Link](https://x.com/illyquid/status/1979396873632055619) [@illyquid](/creator/x/illyquid) 2025-10-18T03:59Z XXX followers, XXX engagements


"One Bangkok is home to the worlds largest Swatch store. Not exactly bustling though"  
[X Link](https://x.com/illyquid/status/1979443907902738798) [@illyquid](/creator/x/illyquid) 2025-10-18T07:06Z XXX followers, 1057 engagements


"@capytalmgmt Deployed into matcha cafes in Bangkok"  
[X Link](https://x.com/illyquid/status/1979454602455192031) [@illyquid](/creator/x/illyquid) 2025-10-18T07:48Z XXX followers, XXX engagements


"Will be meeting the company and its associate at a trade show in Singapore in two weeks"  
[X Link](https://x.com/illyquid/status/1979491907014406147) [@illyquid](/creator/x/illyquid) 2025-10-18T10:17Z XXX followers, 1051 engagements


"Just published about a SG construction idea that compares favourably with many Fintwit favourites such as OKP Holdings Soilbuild and Huationg. I would argue that this company has the most visible and resilient growth"  
[X Link](https://x.com/illyquid/status/1975022750185226461) [@illyquid](/creator/x/illyquid) 2025-10-06T02:18Z XXX followers, 14.7K engagements


"Prysmian is providing the cables for hydropower from Sarawak to Singapore $pry"  
[X Link](https://x.com/illyquid/status/1979052758314459515) [@illyquid](/creator/x/illyquid) 2025-10-17T05:12Z XXX followers, XXX engagements


"Yesterday I was introduced to a guy worth 10m from collecting Pokmon cards. He has walls of binders of top rated cards many signed by the artist and is so deluged with high value cards he has cards worth hundreds just lying on the floor. He paid off his first mortgage with a single card. I learned that card grading firms will take a cut of the value when awarding the highest grade. All such firms are now in private hands. A shame"  
[X Link](https://x.com/illyquid/status/1979723911215595780) [@illyquid](/creator/x/illyquid) 2025-10-19T01:38Z XXX followers, 2352 engagements


"@the_zack_zhu @rubicon59 They are securitising the loans"  
[X Link](https://x.com/illyquid/status/1979761468938887183) [@illyquid](/creator/x/illyquid) 2025-10-19T04:08Z XXX followers, XX engagements


"Walking through Emsphere one gets the sense that Bangkok consumerism is closing the gap with Korea"  
[X Link](https://x.com/illyquid/status/1979801766968651873) [@illyquid](/creator/x/illyquid) 2025-10-19T06:48Z XXX followers, XXX engagements


"@SimeonResearch_ Guy I was with walked into a Pokmon store and bought the whole stock out. Not even English or Japanese cards but Thai. I should do an unboxing video"  
[X Link](https://x.com/illyquid/status/1979823869331677469) [@illyquid](/creator/x/illyquid) 2025-10-19T08:16Z XXX followers, XXX engagements