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[@smartkarma](/creator/twitter/smartkarma)
"🛎 US Pre-Market movers: $XYZ Block Inc +9.5% +4.7B $RYAAY Ryanair Holdings PLC +5.3% +3.6B $VZ Verizon Communications Inc +4.4% +7.9B $DPZ Domino's Pizza Inc +3.7% +619.4M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947281288437846102) 2025-07-21 13:03:32 UTC 7976 followers, XXX engagements


"Get in around the listing watch flows and take profits quickly. This is a short XX day tactical play with sharper front-running expected based on the Samsung ETF template. 4/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947099264020345030) 2025-07-21 01:00:14 UTC 7976 followers, XX engagements


"📈 Earnings Alert $JPM - JPMorgan June Charge-Offs 1.69%: Charge-offs XXXX% Delinquencies 0.84%"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945066426160832761) 2025-07-15 10:22:28 UTC 7975 followers, XXX engagements


"📈 Earnings Alert $005930.KS - Samsung 2Q OP Misses Estimates: Operating profit XXXX trillion won est XXXX trillion won Sales XXXXX trillion won est XXXXX trillion won"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942353740390142272) 2025-07-07 22:43:13 UTC 7974 followers, XXX engagements


"In Conclusion: "Samsung Electronics announced a XXX Trillion Won Share Buyback Plan the stock fell after a X week rally (was "very overbought" according to our model). This pullback is a BUY opportunity." Nico Rosti 5/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942856295788470290) 2025-07-09 08:00:12 UTC 7974 followers, XXX engagements


"🧵Smartkarma #bottomup #threadoftheday Jardine Matheson (JM SP) On A Roll As The Street Turns (More) Positive David Blennerhassett -- $JM.SP 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945725172428005782) 2025-07-17 06:00:05 UTC 7975 followers, XXX engagements


"At the end of June we sold positions in the tech sector after substantial gains. The portfolio's exposure to the consumption sector was also trimmed both discretionary and staples. 3/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944728622356676879) 2025-07-14 12:00:09 UTC 7978 followers, XX engagements


"📈 Earnings Alert $RTX - RTX Corp to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj EPS est $XXXX Adj sales est $20.64b Collins Aerospace Systems sales est $7.34b Pratt & Whitney sales est $7.19b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947314574329606232) 2025-07-21 15:15:48 UTC 7976 followers, XXX engagements


"📈 Earnings Alert $SAP.GR - SAP to Report Results; Shares Up XXXX% YTD - Look Ahead: Non-IFRS revenue est EU9.07b Non-IFRS cloud and software revenue est EU7.99b Non-IFRS cloud revenue est EU5.17b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947222336652103776) 2025-07-21 09:09:17 UTC 7980 followers, XXX engagements


"📈 Earnings Alert $BAC - Bank of America 2Q Net Interest Income Meets Estimates: Net interest income $14.67b est $14.59b Net interest income FTE $14.82b est $14.84b Revenue net of interest expense $26.46b est $26.64b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945435460643524731) 2025-07-16 10:48:52 UTC 7974 followers, XXX engagements


"🧵Smartkarma #macro #threadoftheday The Trade War Is Dead Long Live the Trade War Cam Hui @humblestudent 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947265318365360596) 2025-07-21 12:00:04 UTC 7976 followers, XXX engagements


"🚨BREAKING: CHINA CONDITIONALLY APPROVES SYNOPSYS-ANSYS DEAL $ANSS"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944635125473718561) 2025-07-14 05:48:38 UTC 7973 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Near-Term Value-Up Plays in the Pipeline: Samsung Electronics & Kakao Sanghyun Park -- $005930.KS 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1934415649180356967) 2025-06-16 01:00:05 UTC 7975 followers, XXX engagements


"🚨BREAKING: PEPSICO 2Q CORE EPS $XXXX EST. $XXXX $PEP"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945786350667755748) 2025-07-17 10:03:11 UTC 7975 followers, XXX engagements


"When the SK Hynix ETF drops expect meaningful physical buying shaking up supply-demand. Arb desks and alpha shops could pile in early pushing the stock higher on flow. 2/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947099237277466784) 2025-07-21 01:00:08 UTC 7975 followers, XX engagements


"Japan SaaS: Note Inc. H1 FY25 results: Financial Performance Revenue: 1970m (+22.0% YoY) Adjusted EBITDA: 51m (+93.6%) Operating Profit: 24m (+95.7%) Net Profit: 71m (+405.1%) EPS: XXXX (vs. XXXX YoY) Comprehensive Income: 105m (+650% YoY) Segment Results Media Platform Business: Revenue 1935m (+19.7%) Segment Profit 53m (+53.3%) "note" user accounts: 9.95m; content items: 59m "note pro" ARR: 612m (+21.3%) Launched new services: note Money (Mar '25) Tales (Apr '25) IP & Content Creation Business: Revenue 39m (new segment) Segment Loss: 4.3m Capital Changes Equity raised from Google (500m);"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942535550038335628) 2025-07-08 10:45:40 UTC 7972 followers, XXX engagements


"@SameerTaneja41 We believe that toymakers are experiencing a bubble like rally led by Pop Mart International Group L (9992 HK)and Hasbro Inc (HAS US) which raised forecasts recently. 2/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945362789067055274) 2025-07-16 06:00:06 UTC 7975 followers, XX engagements


"Latest edition of Smartkarmas Weekly Top Ten Equity Capital Markets Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. Sign up for free:"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945438698608452004) 2025-07-16 11:01:44 UTC 7976 followers, XXX engagements


"GS goes mega-bullish on $DIDI. We couldve told ya so. Congrats to the independent analysts who got there months ago"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945633126618993059) 2025-07-16 23:54:20 UTC 7975 followers, XXX engagements


"📈 Earnings Alert $ABT - Abbott Narrows FY Adj EPS Forecast: Sees Adj EPS $XXXX to $XXXX saw $XXXX to $XXXX est $5.16"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945809319217475719) 2025-07-17 11:34:27 UTC 7973 followers, XXX engagements


"🚨BREAKING: HESS WINS EXXON ARBITRATION CASE PAVING WAY FOR CHEVRON DEAL $CVX"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1946158820713177318) 2025-07-18 10:43:15 UTC 7972 followers, XXX engagements


"📈 Earnings Alert $HDFCB.IN - HDFC Bank 1Q Net Income Beats Estimates: Net income 181.6b rupees +12% y/y est 176.18b rupees Gross non-performing assets XXX% vs. XXXX% q/q est 1.33%"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1946502262551200202) 2025-07-19 09:27:58 UTC 7973 followers, XXX engagements


"🚨BREAKING: ALASKA AIR REQUESTS GROUND STOP FOR MAINLINE HORIZON OPS: FAA $ALK"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947147316626083874) 2025-07-21 04:11:11 UTC 7978 followers, 2235 engagements


"The portfolio added exposure to the metals refining sector and initiated positions in conglomerates Shanghai Industrial Holdings (363 HK) and Citic Ltd (267 HK) . 4/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944728630460117316) 2025-07-14 12:00:11 UTC 7978 followers, XX engagements


"📈 Earnings Alert $ISRG - Intuitive Surgical to Report Results - Look Ahead: Adj EPS est $XXXX Revenue est $2.35b Instruments and accessories revenue est $1.44b Systems revenue est $529.2m Services revenue est $368.9m"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947314535519662231) 2025-07-21 15:15:39 UTC 7980 followers, XXX engagements


"Latest edition of Smartkarmas Weekly Top Ten Tech Hardware and Semiconductor Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. Sign up for free:"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1946888102125113844) 2025-07-20 11:01:09 UTC 7975 followers, XXX engagements


"🧵Smartkarma #bottomup #threadoftheday Dream International (1126 HK): Riding the Popmart Bubble Sameer Taneja @SameerTaneja41 -- $1126.HK 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945362781425091038) 2025-07-16 06:00:04 UTC 7975 followers, XXX engagements


"🛎 US Pre-Market movers: $TSLA Tesla Inc -XXX% -56.8B $CORZ Core Scientific Inc -XXXX% -389.2M $RGLD Royal Gold Inc -XXX% -634.8M $GEO Geo Group Inc +7.4% +280.4M $COGT Cogent Biosciences Inc +16.7% +141.7M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942210171725640093) 2025-07-07 13:12:44 UTC 7973 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Cromwell Prop (CMW AU): Brookfield's Stake Foreshadows A Full Takeover David Blennerhassett -- $CMW.AU 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947461612362994139) 2025-07-22 01:00:05 UTC 7980 followers, XXX engagements


"🎥 Smart Calls with Smartkarma Inside ENN Energys Complex Takeover Deal A Hong Kong-listed utility. A cash + A-share offer. An uncommon deal structure with real questions around valuation and timing. @RaoPranav and @davidjblenner break it down in X minutes. Watch now 👇 #SmartCalls #ENNEnergy #2688HK #EventDriven #SpecialSituations Disclaimer: Informational only. Not investment advice"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1935635326766338309) 2025-06-19 09:46:38 UTC 7975 followers, XXX engagements


"🛎 US Pre-Market movers: $AMD Advanced Micro Devices Inc +3.2% +7.0B $AVGO Broadcom Inc +2.4% +2.9B $MA Mastercard Inc +2.7% +14.0B $TSLA Tesla Inc +2.0% +22.5B $MU Micron Technology Inc +3.2% +4.5B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1937497372256514109) 2025-06-24 13:05:45 UTC 7974 followers, XXX engagements


"🛎 US Pre-Market movers: $HES Hess Corp +7.4% +3.7B $CVX Chevron Corp +3.9% +11.4B $IBKR Interactive Brokers Group Inc +5.6% +1.5B $NFLX Netflix Inc -XXX% -15.1B $MMM 3M Co +2.6% +2.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1946195684753101022) 2025-07-18 13:09:44 UTC 7980 followers, XXX engagements


"@HumbleStudent In Conclusion: "The only trade war that matters is effectively over China has won. It's time for risk-on posture in short run. Longer term the S&P XXX is unlikely to outperform globally in next expansion cycle." Cam Hui 5/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947265350229479874) 2025-07-21 12:00:12 UTC 7975 followers, XXX engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947099269410001178) 2025-07-21 01:00:15 UTC 7975 followers, XXX engagements


"📈 Earnings Alert $KO - Coca-Cola to Report Results; Shares Up XXXX% YTD - Look Ahead: Comparable EPS est 83c Adj organic revenue est +4.55% Capital expenditure est $490.9m Comparable operating margin est 33.2%"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947311948330369230) 2025-07-21 15:05:22 UTC 7980 followers, XXX engagements


"📈 Earnings Alert $CRM - Salesforce Inc to Report Results; Shares Down XXXX% YTD - Look Ahead: Adj EPS est $XXXX Revenue est $9.75b Change in revenue on constant currency basis est +7.28%"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1927382101717856452) 2025-05-27 15:11:16 UTC 7980 followers, 4634 engagements


"In Conclusion: "Square Enix's focus on high-quality titles and improved financials could lead to a re-rating of the company's stock as investor confidence grows and management meets turnaround goals." Mark Chadwick 5/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1946147982652608556) 2025-07-18 10:00:11 UTC 7975 followers, XXX engagements


"🛎 US Pre-Market movers: $FSLR First Solar Inc -XXX% -543.3M $ENPH Enphase Energy Inc -XXX% -204.4M $ORCL Oracle Corp +1.5% +9.8B $CIEN Ciena Corp -XXX% -437.6M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942595411954597914) 2025-07-08 14:43:32 UTC 7974 followers, XXX engagements


"📈 Earnings Alert $JPM - JPMorgan to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj revenue est $44.05b FICC sales & trading revenue est $5.22b Equities sales & trading revenue est $3.2b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944775932629389607) 2025-07-14 15:08:09 UTC 7975 followers, XXX engagements


"PSE Capital Raising Outlook (Philstar) Full-Year Target: PSE expects capital-raising activities to hit P185 billion in 2025 up from an earlier revised target of P170 billion and well above the original P120 billion forecast. 1H25 Performance: P62.6 billion raised via X IPO X FOOs and X private placements. 2H25 Pipeline: Anticipated P123.7 billion from: X IPOs (Maynilad and Hann Holdings) X follow-on offering X stock rights offering X convertible warrant listing Maynilad IPO: Delayed to October; could raise up to P37.41 billion if fully subscribed. Hann Holdings IPO: Targeting P12.98 billion"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944579684286804071) 2025-07-14 02:08:19 UTC 7975 followers, XXX engagements


"@HumbleStudent If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947265353111003183) 2025-07-21 12:00:13 UTC 7975 followers, XXX engagements


"🚨BREAKING: AMERICAN EXPRESS 2Q EPS $XXXX EST. $XXXX $AXP"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1946163827349049476) 2025-07-18 11:03:09 UTC 7974 followers, XXX engagements


"Jardines: back in flying form (ex JCNC and MAND). People have too much baggage New strategy yet to reflect fully Asset light ops Asset ownership Fewer x-holdings Minorities will get treated better: higher cap return . lots and lots of value creation possible here"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947505368453857311) 2025-07-22 03:53:57 UTC 7980 followers, 2225 engagements


"In Conclusion: "This post dives into the SK Hynix single-stock ETF set to launch in Q3keep an eye out for a replay of the Samsung ETF playbook." Sanghyun Park 5/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947099267187032401) 2025-07-21 01:00:15 UTC 7975 followers, XXX engagements


"🚨BREAKING: CONOCOPHILLIPS SEEKS TO EXPAND OIL EXPLORATION IN ARCTIC ALASKA $COP"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944894968709177623) 2025-07-14 23:01:09 UTC 7975 followers, XXX engagements


"🛎 US Pre-Market movers: $TSLA Tesla Inc -XXX% -58.1B $MESO Mesoblast Ltd +12.5% +1.8B $COIN Coinbase Global Inc -XXX% -2.4B $NTDOY Nintendo Co Ltd -XXX% -703.2M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1940034033532227720) 2025-07-01 13:05:32 UTC 7978 followers, XXX engagements


"@TheLongHappy Dude its everywhere Even in Singapore KL etc. Chinese QSRs will eat up the competition. They are aggressive and agile. Deadly combo"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947600843358015697) 2025-07-22 10:13:20 UTC 7980 followers, XX engagements


"📈 Earnings Alert $005930.KS - Samsung to Report Results; Shares Up XXXX% YTD - Look Ahead: Net est XXXX trillion won Operating profit est XXXX trillion won Sales est XXXX trillion won"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942041707127931070) 2025-07-07 02:03:19 UTC 7971 followers, XXX engagements


"🛎 US Pre-Market movers: $CNC Centene Corp -XXXX% -6.4B $AAPL Apple Inc +1.3% +42.6B $BABA Alibaba Group Holding Ltd -XXX% -39.9B $UNH UnitedHealth Group Inc -XXX% -4.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1940396329949446163) 2025-07-02 13:05:10 UTC 7977 followers, 1135 engagements


"🧵Smartkarma #eventdriven #threadoftheday SK Hynix Single-Stock ETF Scheduled for 3Q: Watch for a Repeat of the Samsung ETF Playbook Sanghyun Park -- $000660.KS 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947099227559195096) 2025-07-21 01:00:05 UTC 7975 followers, XXX engagements


"🧵Smartkarma #equityderivatives #threadoftheday Samsung Electronics (005930 KS) Outlook After XXX Trillion Won Buyback Plan Announcement Nico Rosti -- $005930.KS 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942856264654237809) 2025-07-09 08:00:04 UTC 7978 followers, XXX engagements


"Curators Cut Issue #6 is out now 📩 This edition covers: How higher JPY yields impact insurers vs banks What curbing irrational competition might mean for Chinese EV companies How tariff hikes are benefiting ASEAN port operators Read it on Smartkarma #Smartkarma #CuratorsCut #Markets #EVs #Insurance #ASEAN #Japan #China #Investing"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947209765358391415) 2025-07-21 08:19:20 UTC 7978 followers, XXX engagements


"📈 Earnings Alert $C - Citigroup 2Q Markets Revenue Beats Estimates: Markets revenue $5.88b est $5.45b FICC sales & trading revenue $4.27b est $3.92b Equities sales & trading revenue $1.61b est $1.55b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945092232396333260) 2025-07-15 12:05:00 UTC 7980 followers, XXX engagements


"📈 Earnings Alert $BAC - Bank of America to Report Results; Shares Up XXX% YTD - Look Ahead: Net interest income est $14.59b Net interest income FTE est $14.84b Trading revenue excl DVA est $4.94b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945138342330556627) 2025-07-15 15:08:14 UTC 7974 followers, XXX engagements


"Going long Hynix near listing could pay off if demand mirrors SamsungsETF flows NAV arb and delta hedging drove a X% jump with a noticeable increase in program buying. 3/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947099251269677465) 2025-07-21 01:00:11 UTC 7976 followers, XX engagements


"📈 Earnings Alert $PM - Philip Morris to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj EPS est $XXXX Europe cigarette shipment volume est 41.42b Heated tobacco unit shipment volume est 39b"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947313175139057879) 2025-07-21 15:10:14 UTC 7980 followers, XXX engagements


"🛎 US Pre-Market movers: $DAL Delta Air Lines Inc +13.6% +5.0B $ADSK Autodesk Inc -XXX% -2.0B $FCX Freeport-McMoRan Inc +2.3% +1.6B $AMD Advanced Micro Devices Inc +2.6% +5.9B $PTC PTC Inc -XXX% -851.2M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1943297233178497073) 2025-07-10 13:12:19 UTC 7975 followers, XXX engagements


"🚨BREAKING: CHINA MULLS $XXX BILLION FUNDING PLAN TO HELP VANKE REPAY DEBT $2202.HK"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1889566230195085693) 2025-02-12 06:44:30 UTC 7973 followers, 1506 engagements


"Jardine Matheson Holdings (JM SP) is up XX% this week and XX% YTD. 53.3%-held Hongkong Land (HKL SP) JMH's largest holding is up XX% YTD and XX% over the year. 2/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945725181273800794) 2025-07-17 06:00:07 UTC 7975 followers, XX engagements


"🛎 US Pre-Market movers: $VEEV Veeva Systems Inc +14.9% +6.5B $HPQ HP Inc -XXX% -2.4B $NVDA NVIDIA Corp +5.4% +190.1B $BURL Burlington Stores Inc +8.2% +1.4B $FUTU Futu Holdings Ltd +7.3% +9.3B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1928076103274688643) 2025-05-29 13:08:59 UTC 7974 followers, XXX engagements


"🛎 US Pre-Market movers: $OKTA Okta Inc -XXXX% -2.2B $DKS DICK'S Sporting Goods Inc +3.4% +497.1M $KC Kingsoft Cloud Holdings Ltd -XXX% -1.7B $M Macy's Inc +3.8% +131.6M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1927713139904372947) 2025-05-28 13:06:42 UTC 7977 followers, XXX engagements


"@HumbleStudent In the long run equity investors should not expect the S&P XXX which trades at forward P/E of XX to continue to outperform global stocks in the next expansion cycle. 4/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947265340913971608) 2025-07-21 12:00:10 UTC 7976 followers, XX engagements


"China Property: PMCs Continue to Reward Minority Shareholders Larger-cap China Resources Mixc Lifestyle (1209 HK) has seen strong gains making China Overseas Property (2669 HK) look relatively undervalued and increasingly compelling at current levels. @MikeFritzell and several others on Smartkarma have covered the name before. Recently good writeup on VIC as well * Resilient Business Model Recurring revenues from direct billing; low exposure to distressed developers. * Strong Growth EBIT grew XX% CAGR (201823); projected XX% ahead. * Capital Discipline XX% ROIC; leaner operations;"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1935500866234331565) 2025-06-19 00:52:21 UTC 7980 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday ENN Energy (2688 HK): ENN Natural Gas' Application Proof Is Out. Interesting For What Is Not Present David Blennerhassett -- $2688.HK 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1935140425368748087) 2025-06-18 01:00:05 UTC 7980 followers, XXX engagements


"@HumbleStudent Despite all of the dire headlines about tariffs on Canada Mexico and the European Union the only trade war that matters is effectively over. China has won. 2/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947265324757512606) 2025-07-21 12:00:06 UTC 7976 followers, XX engagements


"🧵Smartkarma #eventdriven #threadoftheday Abacus Storage (ASK AU): Kirsh/Public Storage Bump And Afforded Due Diligence David Blennerhassett -- $ASK.AU 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1944924896603333117) 2025-07-15 01:00:04 UTC 7975 followers, XXX engagements


"📷 Henlius Biotech (2696 HK): Profitable globally expanding with upside still in play @RaoPranav speaks with Criss Wang who shares why fundamentals support 2050% upsideeven amid biosimilar VBP risk and a sentiment-led sector rally. 📖Read Crisss full Insight: #Henlius #Biotech #SmartCalls #HKStocks #Pharma #Investing $2696.HK Disclaimer: Informational only. Not investment advice"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1947223190587269623) 2025-07-21 09:12:40 UTC 7980 followers, XXX engagements


"🛎 US Pre-Market movers: $DDOG Datadog Inc +9.0% +4.4B $CDNS Cadence Design Systems Inc +4.9% +4.3B $SNPS Synopsys Inc +4.0% +3.4B $BABA Alibaba Group Holding Ltd -XXX% -51.0B $HOOD Robinhood Markets Inc -XXX% -2.0B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1940759176944517553) 2025-07-03 13:07:00 UTC 7975 followers, 1891 engagements


"🧵Smartkarma #equityderivatives #threadoftheday Meituan (3690): Full Round-Trip Surge in Call Volumes Provide Strong Trade Setup John Ley -- $3690.HK 1/"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1945030595878510943) 2025-07-15 08:00:05 UTC 7975 followers, XXX engagements


"🛎 US Pre-Market movers: $WPP WPP PLC -XXXX% -5.2B $OMC Omnicom Group Inc -XXX% -475.0M $AES AES Corp +15.2% +1.4B $VRNA Verona Pharma PLC +20.7% +1.8B $BABA Alibaba Group Holding Ltd -XXX% -45.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
![@smartkarma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::229050933.png) [@smartkarma](/creator/x/smartkarma) on [X](/post/tweet/1942934695869833695) 2025-07-09 13:11:44 UTC 7978 followers, 1444 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.]

@smartkarma "🛎 US Pre-Market movers: $XYZ Block Inc +9.5% +4.7B $RYAAY Ryanair Holdings PLC +5.3% +3.6B $VZ Verizon Communications Inc +4.4% +7.9B $DPZ Domino's Pizza Inc +3.7% +619.4M 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-21 13:03:32 UTC 7976 followers, XXX engagements

"Get in around the listing watch flows and take profits quickly. This is a short XX day tactical play with sharper front-running expected based on the Samsung ETF template. 4/"
@smartkarma Avatar @smartkarma on X 2025-07-21 01:00:14 UTC 7976 followers, XX engagements

"📈 Earnings Alert $JPM - JPMorgan June Charge-Offs 1.69%: Charge-offs XXXX% Delinquencies 0.84%"
@smartkarma Avatar @smartkarma on X 2025-07-15 10:22:28 UTC 7975 followers, XXX engagements

"📈 Earnings Alert $005930.KS - Samsung 2Q OP Misses Estimates: Operating profit XXXX trillion won est XXXX trillion won Sales XXXXX trillion won est XXXXX trillion won"
@smartkarma Avatar @smartkarma on X 2025-07-07 22:43:13 UTC 7974 followers, XXX engagements

"In Conclusion: "Samsung Electronics announced a XXX Trillion Won Share Buyback Plan the stock fell after a X week rally (was "very overbought" according to our model). This pullback is a BUY opportunity." Nico Rosti 5/"
@smartkarma Avatar @smartkarma on X 2025-07-09 08:00:12 UTC 7974 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday Jardine Matheson (JM SP) On A Roll As The Street Turns (More) Positive David Blennerhassett -- $JM.SP 1/"
@smartkarma Avatar @smartkarma on X 2025-07-17 06:00:05 UTC 7975 followers, XXX engagements

"At the end of June we sold positions in the tech sector after substantial gains. The portfolio's exposure to the consumption sector was also trimmed both discretionary and staples. 3/"
@smartkarma Avatar @smartkarma on X 2025-07-14 12:00:09 UTC 7978 followers, XX engagements

"📈 Earnings Alert $RTX - RTX Corp to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj EPS est $XXXX Adj sales est $20.64b Collins Aerospace Systems sales est $7.34b Pratt & Whitney sales est $7.19b"
@smartkarma Avatar @smartkarma on X 2025-07-21 15:15:48 UTC 7976 followers, XXX engagements

"📈 Earnings Alert $SAP.GR - SAP to Report Results; Shares Up XXXX% YTD - Look Ahead: Non-IFRS revenue est EU9.07b Non-IFRS cloud and software revenue est EU7.99b Non-IFRS cloud revenue est EU5.17b"
@smartkarma Avatar @smartkarma on X 2025-07-21 09:09:17 UTC 7980 followers, XXX engagements

"📈 Earnings Alert $BAC - Bank of America 2Q Net Interest Income Meets Estimates: Net interest income $14.67b est $14.59b Net interest income FTE $14.82b est $14.84b Revenue net of interest expense $26.46b est $26.64b"
@smartkarma Avatar @smartkarma on X 2025-07-16 10:48:52 UTC 7974 followers, XXX engagements

"🧵Smartkarma #macro #threadoftheday The Trade War Is Dead Long Live the Trade War Cam Hui @humblestudent 1/"
@smartkarma Avatar @smartkarma on X 2025-07-21 12:00:04 UTC 7976 followers, XXX engagements

"🚨BREAKING: CHINA CONDITIONALLY APPROVES SYNOPSYS-ANSYS DEAL $ANSS"
@smartkarma Avatar @smartkarma on X 2025-07-14 05:48:38 UTC 7973 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Near-Term Value-Up Plays in the Pipeline: Samsung Electronics & Kakao Sanghyun Park -- $005930.KS 1/"
@smartkarma Avatar @smartkarma on X 2025-06-16 01:00:05 UTC 7975 followers, XXX engagements

"🚨BREAKING: PEPSICO 2Q CORE EPS $XXXX EST. $XXXX $PEP"
@smartkarma Avatar @smartkarma on X 2025-07-17 10:03:11 UTC 7975 followers, XXX engagements

"When the SK Hynix ETF drops expect meaningful physical buying shaking up supply-demand. Arb desks and alpha shops could pile in early pushing the stock higher on flow. 2/"
@smartkarma Avatar @smartkarma on X 2025-07-21 01:00:08 UTC 7975 followers, XX engagements

"Japan SaaS: Note Inc. H1 FY25 results: Financial Performance Revenue: 1970m (+22.0% YoY) Adjusted EBITDA: 51m (+93.6%) Operating Profit: 24m (+95.7%) Net Profit: 71m (+405.1%) EPS: XXXX (vs. XXXX YoY) Comprehensive Income: 105m (+650% YoY) Segment Results Media Platform Business: Revenue 1935m (+19.7%) Segment Profit 53m (+53.3%) "note" user accounts: 9.95m; content items: 59m "note pro" ARR: 612m (+21.3%) Launched new services: note Money (Mar '25) Tales (Apr '25) IP & Content Creation Business: Revenue 39m (new segment) Segment Loss: 4.3m Capital Changes Equity raised from Google (500m);"
@smartkarma Avatar @smartkarma on X 2025-07-08 10:45:40 UTC 7972 followers, XXX engagements

"@SameerTaneja41 We believe that toymakers are experiencing a bubble like rally led by Pop Mart International Group L (9992 HK)and Hasbro Inc (HAS US) which raised forecasts recently. 2/"
@smartkarma Avatar @smartkarma on X 2025-07-16 06:00:06 UTC 7975 followers, XX engagements

"Latest edition of Smartkarmas Weekly Top Ten Equity Capital Markets Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. Sign up for free:"
@smartkarma Avatar @smartkarma on X 2025-07-16 11:01:44 UTC 7976 followers, XXX engagements

"GS goes mega-bullish on $DIDI. We couldve told ya so. Congrats to the independent analysts who got there months ago"
@smartkarma Avatar @smartkarma on X 2025-07-16 23:54:20 UTC 7975 followers, XXX engagements

"📈 Earnings Alert $ABT - Abbott Narrows FY Adj EPS Forecast: Sees Adj EPS $XXXX to $XXXX saw $XXXX to $XXXX est $5.16"
@smartkarma Avatar @smartkarma on X 2025-07-17 11:34:27 UTC 7973 followers, XXX engagements

"🚨BREAKING: HESS WINS EXXON ARBITRATION CASE PAVING WAY FOR CHEVRON DEAL $CVX"
@smartkarma Avatar @smartkarma on X 2025-07-18 10:43:15 UTC 7972 followers, XXX engagements

"📈 Earnings Alert $HDFCB.IN - HDFC Bank 1Q Net Income Beats Estimates: Net income 181.6b rupees +12% y/y est 176.18b rupees Gross non-performing assets XXX% vs. XXXX% q/q est 1.33%"
@smartkarma Avatar @smartkarma on X 2025-07-19 09:27:58 UTC 7973 followers, XXX engagements

"🚨BREAKING: ALASKA AIR REQUESTS GROUND STOP FOR MAINLINE HORIZON OPS: FAA $ALK"
@smartkarma Avatar @smartkarma on X 2025-07-21 04:11:11 UTC 7978 followers, 2235 engagements

"The portfolio added exposure to the metals refining sector and initiated positions in conglomerates Shanghai Industrial Holdings (363 HK) and Citic Ltd (267 HK) . 4/"
@smartkarma Avatar @smartkarma on X 2025-07-14 12:00:11 UTC 7978 followers, XX engagements

"📈 Earnings Alert $ISRG - Intuitive Surgical to Report Results - Look Ahead: Adj EPS est $XXXX Revenue est $2.35b Instruments and accessories revenue est $1.44b Systems revenue est $529.2m Services revenue est $368.9m"
@smartkarma Avatar @smartkarma on X 2025-07-21 15:15:39 UTC 7980 followers, XXX engagements

"Latest edition of Smartkarmas Weekly Top Ten Tech Hardware and Semiconductor Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. Sign up for free:"
@smartkarma Avatar @smartkarma on X 2025-07-20 11:01:09 UTC 7975 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday Dream International (1126 HK): Riding the Popmart Bubble Sameer Taneja @SameerTaneja41 -- $1126.HK 1/"
@smartkarma Avatar @smartkarma on X 2025-07-16 06:00:04 UTC 7975 followers, XXX engagements

"🛎 US Pre-Market movers: $TSLA Tesla Inc -XXX% -56.8B $CORZ Core Scientific Inc -XXXX% -389.2M $RGLD Royal Gold Inc -XXX% -634.8M $GEO Geo Group Inc +7.4% +280.4M $COGT Cogent Biosciences Inc +16.7% +141.7M 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-07 13:12:44 UTC 7973 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Cromwell Prop (CMW AU): Brookfield's Stake Foreshadows A Full Takeover David Blennerhassett -- $CMW.AU 1/"
@smartkarma Avatar @smartkarma on X 2025-07-22 01:00:05 UTC 7980 followers, XXX engagements

"🎥 Smart Calls with Smartkarma Inside ENN Energys Complex Takeover Deal A Hong Kong-listed utility. A cash + A-share offer. An uncommon deal structure with real questions around valuation and timing. @RaoPranav and @davidjblenner break it down in X minutes. Watch now 👇 #SmartCalls #ENNEnergy #2688HK #EventDriven #SpecialSituations Disclaimer: Informational only. Not investment advice"
@smartkarma Avatar @smartkarma on X 2025-06-19 09:46:38 UTC 7975 followers, XXX engagements

"🛎 US Pre-Market movers: $AMD Advanced Micro Devices Inc +3.2% +7.0B $AVGO Broadcom Inc +2.4% +2.9B $MA Mastercard Inc +2.7% +14.0B $TSLA Tesla Inc +2.0% +22.5B $MU Micron Technology Inc +3.2% +4.5B 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-06-24 13:05:45 UTC 7974 followers, XXX engagements

"🛎 US Pre-Market movers: $HES Hess Corp +7.4% +3.7B $CVX Chevron Corp +3.9% +11.4B $IBKR Interactive Brokers Group Inc +5.6% +1.5B $NFLX Netflix Inc -XXX% -15.1B $MMM 3M Co +2.6% +2.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-18 13:09:44 UTC 7980 followers, XXX engagements

"@HumbleStudent In Conclusion: "The only trade war that matters is effectively over China has won. It's time for risk-on posture in short run. Longer term the S&P XXX is unlikely to outperform globally in next expansion cycle." Cam Hui 5/"
@smartkarma Avatar @smartkarma on X 2025-07-21 12:00:12 UTC 7975 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
@smartkarma Avatar @smartkarma on X 2025-07-21 01:00:15 UTC 7975 followers, XXX engagements

"📈 Earnings Alert $KO - Coca-Cola to Report Results; Shares Up XXXX% YTD - Look Ahead: Comparable EPS est 83c Adj organic revenue est +4.55% Capital expenditure est $490.9m Comparable operating margin est 33.2%"
@smartkarma Avatar @smartkarma on X 2025-07-21 15:05:22 UTC 7980 followers, XXX engagements

"📈 Earnings Alert $CRM - Salesforce Inc to Report Results; Shares Down XXXX% YTD - Look Ahead: Adj EPS est $XXXX Revenue est $9.75b Change in revenue on constant currency basis est +7.28%"
@smartkarma Avatar @smartkarma on X 2025-05-27 15:11:16 UTC 7980 followers, 4634 engagements

"In Conclusion: "Square Enix's focus on high-quality titles and improved financials could lead to a re-rating of the company's stock as investor confidence grows and management meets turnaround goals." Mark Chadwick 5/"
@smartkarma Avatar @smartkarma on X 2025-07-18 10:00:11 UTC 7975 followers, XXX engagements

"🛎 US Pre-Market movers: $FSLR First Solar Inc -XXX% -543.3M $ENPH Enphase Energy Inc -XXX% -204.4M $ORCL Oracle Corp +1.5% +9.8B $CIEN Ciena Corp -XXX% -437.6M 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-08 14:43:32 UTC 7974 followers, XXX engagements

"📈 Earnings Alert $JPM - JPMorgan to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj revenue est $44.05b FICC sales & trading revenue est $5.22b Equities sales & trading revenue est $3.2b"
@smartkarma Avatar @smartkarma on X 2025-07-14 15:08:09 UTC 7975 followers, XXX engagements

"PSE Capital Raising Outlook (Philstar) Full-Year Target: PSE expects capital-raising activities to hit P185 billion in 2025 up from an earlier revised target of P170 billion and well above the original P120 billion forecast. 1H25 Performance: P62.6 billion raised via X IPO X FOOs and X private placements. 2H25 Pipeline: Anticipated P123.7 billion from: X IPOs (Maynilad and Hann Holdings) X follow-on offering X stock rights offering X convertible warrant listing Maynilad IPO: Delayed to October; could raise up to P37.41 billion if fully subscribed. Hann Holdings IPO: Targeting P12.98 billion"
@smartkarma Avatar @smartkarma on X 2025-07-14 02:08:19 UTC 7975 followers, XXX engagements

"@HumbleStudent If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
@smartkarma Avatar @smartkarma on X 2025-07-21 12:00:13 UTC 7975 followers, XXX engagements

"🚨BREAKING: AMERICAN EXPRESS 2Q EPS $XXXX EST. $XXXX $AXP"
@smartkarma Avatar @smartkarma on X 2025-07-18 11:03:09 UTC 7974 followers, XXX engagements

"Jardines: back in flying form (ex JCNC and MAND). People have too much baggage New strategy yet to reflect fully Asset light ops Asset ownership Fewer x-holdings Minorities will get treated better: higher cap return . lots and lots of value creation possible here"
@smartkarma Avatar @smartkarma on X 2025-07-22 03:53:57 UTC 7980 followers, 2225 engagements

"In Conclusion: "This post dives into the SK Hynix single-stock ETF set to launch in Q3keep an eye out for a replay of the Samsung ETF playbook." Sanghyun Park 5/"
@smartkarma Avatar @smartkarma on X 2025-07-21 01:00:15 UTC 7975 followers, XXX engagements

"🚨BREAKING: CONOCOPHILLIPS SEEKS TO EXPAND OIL EXPLORATION IN ARCTIC ALASKA $COP"
@smartkarma Avatar @smartkarma on X 2025-07-14 23:01:09 UTC 7975 followers, XXX engagements

"🛎 US Pre-Market movers: $TSLA Tesla Inc -XXX% -58.1B $MESO Mesoblast Ltd +12.5% +1.8B $COIN Coinbase Global Inc -XXX% -2.4B $NTDOY Nintendo Co Ltd -XXX% -703.2M 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-01 13:05:32 UTC 7978 followers, XXX engagements

"@TheLongHappy Dude its everywhere Even in Singapore KL etc. Chinese QSRs will eat up the competition. They are aggressive and agile. Deadly combo"
@smartkarma Avatar @smartkarma on X 2025-07-22 10:13:20 UTC 7980 followers, XX engagements

"📈 Earnings Alert $005930.KS - Samsung to Report Results; Shares Up XXXX% YTD - Look Ahead: Net est XXXX trillion won Operating profit est XXXX trillion won Sales est XXXX trillion won"
@smartkarma Avatar @smartkarma on X 2025-07-07 02:03:19 UTC 7971 followers, XXX engagements

"🛎 US Pre-Market movers: $CNC Centene Corp -XXXX% -6.4B $AAPL Apple Inc +1.3% +42.6B $BABA Alibaba Group Holding Ltd -XXX% -39.9B $UNH UnitedHealth Group Inc -XXX% -4.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-02 13:05:10 UTC 7977 followers, 1135 engagements

"🧵Smartkarma #eventdriven #threadoftheday SK Hynix Single-Stock ETF Scheduled for 3Q: Watch for a Repeat of the Samsung ETF Playbook Sanghyun Park -- $000660.KS 1/"
@smartkarma Avatar @smartkarma on X 2025-07-21 01:00:05 UTC 7975 followers, XXX engagements

"🧵Smartkarma #equityderivatives #threadoftheday Samsung Electronics (005930 KS) Outlook After XXX Trillion Won Buyback Plan Announcement Nico Rosti -- $005930.KS 1/"
@smartkarma Avatar @smartkarma on X 2025-07-09 08:00:04 UTC 7978 followers, XXX engagements

"Curators Cut Issue #6 is out now 📩 This edition covers: How higher JPY yields impact insurers vs banks What curbing irrational competition might mean for Chinese EV companies How tariff hikes are benefiting ASEAN port operators Read it on Smartkarma #Smartkarma #CuratorsCut #Markets #EVs #Insurance #ASEAN #Japan #China #Investing"
@smartkarma Avatar @smartkarma on X 2025-07-21 08:19:20 UTC 7978 followers, XXX engagements

"📈 Earnings Alert $C - Citigroup 2Q Markets Revenue Beats Estimates: Markets revenue $5.88b est $5.45b FICC sales & trading revenue $4.27b est $3.92b Equities sales & trading revenue $1.61b est $1.55b"
@smartkarma Avatar @smartkarma on X 2025-07-15 12:05:00 UTC 7980 followers, XXX engagements

"📈 Earnings Alert $BAC - Bank of America to Report Results; Shares Up XXX% YTD - Look Ahead: Net interest income est $14.59b Net interest income FTE est $14.84b Trading revenue excl DVA est $4.94b"
@smartkarma Avatar @smartkarma on X 2025-07-15 15:08:14 UTC 7974 followers, XXX engagements

"Going long Hynix near listing could pay off if demand mirrors SamsungsETF flows NAV arb and delta hedging drove a X% jump with a noticeable increase in program buying. 3/"
@smartkarma Avatar @smartkarma on X 2025-07-21 01:00:11 UTC 7976 followers, XX engagements

"📈 Earnings Alert $PM - Philip Morris to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj EPS est $XXXX Europe cigarette shipment volume est 41.42b Heated tobacco unit shipment volume est 39b"
@smartkarma Avatar @smartkarma on X 2025-07-21 15:10:14 UTC 7980 followers, XXX engagements

"🛎 US Pre-Market movers: $DAL Delta Air Lines Inc +13.6% +5.0B $ADSK Autodesk Inc -XXX% -2.0B $FCX Freeport-McMoRan Inc +2.3% +1.6B $AMD Advanced Micro Devices Inc +2.6% +5.9B $PTC PTC Inc -XXX% -851.2M 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-10 13:12:19 UTC 7975 followers, XXX engagements

"🚨BREAKING: CHINA MULLS $XXX BILLION FUNDING PLAN TO HELP VANKE REPAY DEBT $2202.HK"
@smartkarma Avatar @smartkarma on X 2025-02-12 06:44:30 UTC 7973 followers, 1506 engagements

"Jardine Matheson Holdings (JM SP) is up XX% this week and XX% YTD. 53.3%-held Hongkong Land (HKL SP) JMH's largest holding is up XX% YTD and XX% over the year. 2/"
@smartkarma Avatar @smartkarma on X 2025-07-17 06:00:07 UTC 7975 followers, XX engagements

"🛎 US Pre-Market movers: $VEEV Veeva Systems Inc +14.9% +6.5B $HPQ HP Inc -XXX% -2.4B $NVDA NVIDIA Corp +5.4% +190.1B $BURL Burlington Stores Inc +8.2% +1.4B $FUTU Futu Holdings Ltd +7.3% +9.3B 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-05-29 13:08:59 UTC 7974 followers, XXX engagements

"🛎 US Pre-Market movers: $OKTA Okta Inc -XXXX% -2.2B $DKS DICK'S Sporting Goods Inc +3.4% +497.1M $KC Kingsoft Cloud Holdings Ltd -XXX% -1.7B $M Macy's Inc +3.8% +131.6M 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-05-28 13:06:42 UTC 7977 followers, XXX engagements

"@HumbleStudent In the long run equity investors should not expect the S&P XXX which trades at forward P/E of XX to continue to outperform global stocks in the next expansion cycle. 4/"
@smartkarma Avatar @smartkarma on X 2025-07-21 12:00:10 UTC 7976 followers, XX engagements

"China Property: PMCs Continue to Reward Minority Shareholders Larger-cap China Resources Mixc Lifestyle (1209 HK) has seen strong gains making China Overseas Property (2669 HK) look relatively undervalued and increasingly compelling at current levels. @MikeFritzell and several others on Smartkarma have covered the name before. Recently good writeup on VIC as well * Resilient Business Model Recurring revenues from direct billing; low exposure to distressed developers. * Strong Growth EBIT grew XX% CAGR (201823); projected XX% ahead. * Capital Discipline XX% ROIC; leaner operations;"
@smartkarma Avatar @smartkarma on X 2025-06-19 00:52:21 UTC 7980 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday ENN Energy (2688 HK): ENN Natural Gas' Application Proof Is Out. Interesting For What Is Not Present David Blennerhassett -- $2688.HK 1/"
@smartkarma Avatar @smartkarma on X 2025-06-18 01:00:05 UTC 7980 followers, XXX engagements

"@HumbleStudent Despite all of the dire headlines about tariffs on Canada Mexico and the European Union the only trade war that matters is effectively over. China has won. 2/"
@smartkarma Avatar @smartkarma on X 2025-07-21 12:00:06 UTC 7976 followers, XX engagements

"🧵Smartkarma #eventdriven #threadoftheday Abacus Storage (ASK AU): Kirsh/Public Storage Bump And Afforded Due Diligence David Blennerhassett -- $ASK.AU 1/"
@smartkarma Avatar @smartkarma on X 2025-07-15 01:00:04 UTC 7975 followers, XXX engagements

"📷 Henlius Biotech (2696 HK): Profitable globally expanding with upside still in play @RaoPranav speaks with Criss Wang who shares why fundamentals support 2050% upsideeven amid biosimilar VBP risk and a sentiment-led sector rally. 📖Read Crisss full Insight: #Henlius #Biotech #SmartCalls #HKStocks #Pharma #Investing $2696.HK Disclaimer: Informational only. Not investment advice"
@smartkarma Avatar @smartkarma on X 2025-07-21 09:12:40 UTC 7980 followers, XXX engagements

"🛎 US Pre-Market movers: $DDOG Datadog Inc +9.0% +4.4B $CDNS Cadence Design Systems Inc +4.9% +4.3B $SNPS Synopsys Inc +4.0% +3.4B $BABA Alibaba Group Holding Ltd -XXX% -51.0B $HOOD Robinhood Markets Inc -XXX% -2.0B 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-03 13:07:00 UTC 7975 followers, 1891 engagements

"🧵Smartkarma #equityderivatives #threadoftheday Meituan (3690): Full Round-Trip Surge in Call Volumes Provide Strong Trade Setup John Ley -- $3690.HK 1/"
@smartkarma Avatar @smartkarma on X 2025-07-15 08:00:05 UTC 7975 followers, XXX engagements

"🛎 US Pre-Market movers: $WPP WPP PLC -XXXX% -5.2B $OMC Omnicom Group Inc -XXX% -475.0M $AES AES Corp +15.2% +1.4B $VRNA Verona Pharma PLC +20.7% +1.8B $BABA Alibaba Group Holding Ltd -XXX% -45.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"
@smartkarma Avatar @smartkarma on X 2025-07-09 13:11:44 UTC 7978 followers, 1444 engagements

creator/twitter::229050933/posts
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