# ![@RecoveryTrade Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1407791097812709377.png) @RecoveryTrade Another value investor

Another value investor posts on X about china, business, dividend, hong kong the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1407791097812709377/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:interactions.svg)

- [--] Week [-----] +12%
- [--] Month [------] -29%
- [--] Months [-------] +182%
- [--] Year [-------] +68%

### Mentions: [--] [#](/creator/twitter::1407791097812709377/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:posts_active.svg)

- [--] Week [--] +6.80%
- [--] Month [---] +37%
- [--] Months [---] +150%
- [--] Year [---] +29%

### Followers: [-----] [#](/creator/twitter::1407791097812709377/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:followers.svg)

- [--] Week [-----] +0.17%
- [--] Month [-----] +0.50%
- [--] Months [-----] +24%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1407791097812709377/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  46.08% [countries](/list/countries)  12.44% [stocks](/list/stocks)  9.68% [travel destinations](/list/travel-destinations)  5.99% [cryptocurrencies](/list/cryptocurrencies)  2.3% [social networks](/list/social-networks)  0.46% [technology brands](/list/technology-brands)  0.46% [currencies](/list/currencies)  0.46% [financial services](/list/financial-services)  0.46%

**Social topic influence**
[china](/topic/china) 10.14%, [business](/topic/business) 5.99%, [dividend](/topic/dividend) 5.53%, [hong kong](/topic/hong-kong) 4.15%, [market](/topic/market) 4.15%, [pay](/topic/pay) 3.69%, [$cold](/topic/$cold) 3.23%, [we are](/topic/we-are) 3.23%, [in the](/topic/in-the) 3.23%, [debt](/topic/debt) 2.76%

**Top accounts mentioned or mentioned by**
[@tripperhead](/creator/undefined) [@tsxman](/creator/undefined) [@mrneutralman](/creator/undefined) [@thebenschmark](/creator/undefined) [@ianbremmer](/creator/undefined) [@dieworkwear](/creator/undefined) [@realestatetrent](/creator/undefined) [@scmpnews](/creator/undefined) [@mikefritzell](/creator/undefined) [@kjoules](/creator/undefined) [@thepupil11](/creator/undefined) [@chinabeigebook](/creator/undefined) [@grok](/creator/undefined) [@taobanker](/creator/undefined) [@ubs](/creator/undefined) [@stuckupmark](/creator/undefined) [@michaeljburry](/creator/undefined) [@hongshenzhu](/creator/undefined) [@keithzhai](/creator/undefined) [@serpentza](/creator/undefined)

**Top assets mentioned**
[Americold Realty Trust, Inc. (COLD)](/topic/$cold) [UDR, Inc. (UDR)](/topic/$udr) [Earth [--] Essence (ESS)](/topic/$ess) [BRT Apartments Corp (BRT)](/topic/$brt) [Park Hotels & Resorts Inc. Common Stock (PK)](/topic/$pk) [Lineage, Inc. (LINE)](/topic/$line) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Equity Residential (EQR)](/topic/$eqr) [EPR Properties (EPR)](/topic/$epr) [CBRE Group Inc (CBRE)](/topic/$cbre)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Catalyst for and is the replacement of geriatric board members. https://www.mingtiandi.com/real-estate/people/henderson-land-founder-lee-shau-kee-dies-at-97/ http://71.HK http://50.HK https://www.mingtiandi.com/real-estate/people/henderson-land-founder-lee-shau-kee-dies-at-97/ http://71.HK http://50.HK"  
[X Link](https://x.com/RecoveryTrade/status/1901857147983417644)  2025-03-18T04:44Z [----] followers, [----] engagements


""Kerry Logistics Network" name change to "KLN Logistics Group" removes Kwok family linkage signaling intentions of its parent SF Holdings to consolidate ownership. http://6936.HK http://636.HK http://6936.HK http://636.HK"  
[X Link](https://x.com/RecoveryTrade/status/1915010769999331487)  2025-04-23T11:52Z [----] followers, [---] engagements


"Shares of (Hong Kong Ferry) are finally trading higher. Stock is net/net with cash equal to 1.2x mcap available for sale properties of 1.1x mcap and other properties equal to 2x mcap. http://50.HK http://50.HK"  
[X Link](https://x.com/RecoveryTrade/status/1937767008780869912)  2025-06-25T06:57Z [----] followers, 10.2K engagements


"Hong Kong Ferry outperforming its parent Henderson Land which is issuing HK$8bn of CBs. Win/win would be asking its subs to pay a special dividend http://12.HK http://12.HK http://50.HK http://12.HK http://12.HK http://50.HK"  
[X Link](https://x.com/RecoveryTrade/status/1943581746060235131)  2025-07-11T08:02Z [----] followers, [---] engagements


"Anyone here own Tingyi Holding Corp Stock has undergone a major correction not clear if there is any fundamental basis for this. Attractive valuation (6x EBITDA 12x PE 7% dividend yield) and decent historical compounding. http://0322.HK http://0322.HK"  
[X Link](https://x.com/RecoveryTrade/status/1974460400105361810)  2025-10-04T13:03Z [----] followers, [----] engagements


"For past 3-yrs most largecap multi-family REIT returns have equaled TLT +/- 5% not a surprise given low FFOPS growth. $AVB / $ESS (not shown) outperformed TLT significantly. Interestingly with only 25% sunbelt exposure $UDR trades like a sunbelt REIT $EQR modestly outperformed"  
[X Link](https://x.com/RecoveryTrade/status/2000289618760282412)  2025-12-14T19:39Z [----] followers, [----] engagements


"@tsxman @Mr_Neutral_Man @FluctusCapital @robbiehendricks Controversial subject on highly leveraged NYC REITs such as $GO.UN setting aside the high leverage I cannot get comfortable with cost inflation rental inflation which seems to explain why coastal multi-family REITs with NYC exposure $EQR $UDR $VRE have underperformed $ESS"  
[X Link](https://x.com/RecoveryTrade/status/2000673470318043344)  2025-12-15T21:05Z [----] followers, [---] engagements


"@TheWeezGuy From this point unless there is a recession which materially hits occupancy I think both $BRT and $NXRT can manage without cutting the dividend. Gould entrenchment is priced into the stock"  
[X Link](https://x.com/RecoveryTrade/status/2003323895903092949)  2025-12-23T04:36Z [----] followers, [---] engagements


"@StockCompil Anyone on Twitter interested to exchange notes on $LLC.AU $LLC.AX"  
[X Link](https://x.com/RecoveryTrade/status/2005005035818942928)  2025-12-27T19:57Z [----] followers, [--] engagements


"@phil_hk Amazing relative value in Swire Pacific vs Jardine right now"  
[X Link](https://x.com/RecoveryTrade/status/2012139140566126615)  2026-01-16T12:25Z [----] followers, [---] engagements


"@FCNightingale @grok where is 4Q [----] office vacancy increasing vs decreasing"  
[X Link](https://x.com/RecoveryTrade/status/2012714899928195544)  2026-01-18T02:33Z [----] followers, [---] engagements


"@TSXDivStock Much better outcome so far vs $ELME"  
[X Link](https://x.com/RecoveryTrade/status/2017229542809850315)  2026-01-30T13:32Z [----] followers, [---] engagements


"@Barchart European passive index fund manager pretends to play global macro for the headlines"  
[X Link](https://x.com/RecoveryTrade/status/2019409706696282615)  2026-02-05T13:56Z [----] followers, [--] engagements


"@DailyREITBeat Its biggest tenant $FMC not looking good"  
[X Link](https://x.com/RecoveryTrade/status/2019418107010511129)  2026-02-05T14:29Z [----] followers, [---] engagements


"@Mr_Neutral_Man Maybe NOI growth"  
[X Link](https://x.com/RecoveryTrade/status/2019496383817085159)  2026-02-05T19:40Z [----] followers, [---] engagements


"@Mr_Neutral_Man Could be realization that $VRE is going to deliver sector leading FFO growth for FY26 $AVB and $ESS FFO guidance was disappointing"  
[X Link](https://x.com/RecoveryTrade/status/2019517267793592370)  2026-02-05T21:03Z [----] followers, [---] engagements


"Maybe this will be the year for $VRE liquidation hard to believe that activism started in [----] when $CLI traded at $18-20/sh. Nearly [--] years later a realistic exit value is $18-24/sh. 🚨Erez Asset Management Encouraging $VRE Veris Residential to Explore Options 🚨 Reuters out with a story that Bruce Schanzer is urging the company to put itself up for sale arguing a transaction could reward shareholders with a 70% premium to the real estate investment 🚨Erez Asset Management Encouraging $VRE Veris Residential to Explore Options 🚨 Reuters out with a story that Bruce Schanzer is urging the"  
[X Link](https://x.com/RecoveryTrade/status/2019526054671679961)  2026-02-05T21:38Z [----] followers, [---] engagements


"@shortmagsmle I bought $MCD shares in March [----] because it was the only restaurant that was still open"  
[X Link](https://x.com/RecoveryTrade/status/2019527555246903573)  2026-02-05T21:44Z [----] followers, [---] engagements


"@taobanker HKD 67k psf is probably right for large layout around The Peak much lower than Repulse Bay"  
[X Link](https://x.com/RecoveryTrade/status/2020610319119519866)  2026-02-08T21:26Z [----] followers, [---] engagements


"@YetAnotherValue Great podcast. I would add that $SPG is a much better case study of share buybacks in REITs vs. $PK which is caught in a debate around hotel reits being value traps with questionable FCF conversion as a result of endless opex inflation maint capex low single digit ROIC etc"  
[X Link](https://x.com/RecoveryTrade/status/2020766600773960097)  2026-02-09T07:47Z [----] followers, [--] engagements


"It turns out that Airports of Thailand $AOT.TB is still the monopoly airport of Thailand and Mr. Market was wrong last year"  
[X Link](https://x.com/RecoveryTrade/status/2020777140430766516)  2026-02-09T08:29Z [----] followers, [---] engagements


"@anidesh7 Seems plausible but I wonder in 2-3 years how much my $BMBL shares will be diluted by staff options"  
[X Link](https://x.com/RecoveryTrade/status/2022297859052404938)  2026-02-13T13:12Z [----] followers, [---] engagements


"Wuxi Biologics is a CRO/CDMO trading at 10x fwd earnings 7x fwd EBITDA has grown revenue by 4x since [----]. Shares are down 97% from ATH. Anyone look at this one http://2269.HK http://2269.HK"  
[X Link](https://x.com/anyuser/status/1813147912689578301)  2024-07-16T09:45Z [----] followers, 18.5K engagements


"@UBS Asia Cement trades at less than 50% of net cash. Stock is slowly recovering in this buy everything China moment. is still 80% below its all time high of $12.5/sh. http://743.HK http://743.HK"  
[X Link](https://x.com/RecoveryTrade/status/1840622185368752596)  2024-09-30T05:18Z [----] followers, [----] engagements


"Mr Market is offering a rare opportunity to buy Airports of Thailand $AOT.TB at a 50% discount"  
[X Link](https://x.com/anyuser/status/1937867763638571444)  2025-06-25T13:37Z [----] followers, 39.6K engagements


"Anyone have views on $COLD Trading at sub 10x AFFO 6.6% divvy yield 65% payout. ND is 6x Adj. EBITDA cap rate is [--]. I've been lucky enough to stay clear. At these levels can't deny that it looks attractive"  
[X Link](https://x.com/RecoveryTrade/status/1964344325619540049)  2025-09-06T15:05Z [----] followers, 49.8K engagements


"Amazed at the continued outperformance in I sold around $4/sh (below my $5/sh upside target) and never expected this. Seeing much better relative value in another net-net situation with fair value in the $7-9/sh range. http://0050.HK http://0517.HK http://0050.HK http://0517.HK"  
[X Link](https://x.com/RecoveryTrade/status/1968053107306508713)  2025-09-16T20:43Z [----] followers, [----] engagements


"Next question is whether there are any other similarly investable mid-cap REITs offering a similar yield and event driven upside $HOM.UN $NRR.UN $MRG.UN $LXP $EPR $ALEX $AHH $BRT $NEN"  
[X Link](https://x.com/RecoveryTrade/status/1988378547036319794)  2025-11-11T22:49Z [----] followers, [----] engagements


"$COLD exploring PE interest. I built a small position as a low conviction trade. While contentious among public investors its seems intuitive that infra fund investors could gravitate to this situation. https://www.semafor.com/article/12/29/2025/cold-storage-giant-americold-fields-private-equity-interest https://www.semafor.com/article/12/29/2025/cold-storage-giant-americold-fields-private-equity-interest"  
[X Link](https://x.com/RecoveryTrade/status/2006052151450386475)  2025-12-30T17:17Z [----] followers, [---] engagements


"Attractive set-up for $COLD with a reasonably well covered 7% dividend and catalysts including PE interest and short-covering. Not a large position but wouldn't want to be short"  
[X Link](https://x.com/RecoveryTrade/status/2010774616399364391)  2026-01-12T18:03Z [----] followers, [---] engagements


"@tsxman @TheBenSchmark Long Pond is also an investor in $COLD based on its 13-F John Khoury (Long Pond's CIO) also spoke about investing in $LINE in his Capital Allocators interview. https://www.capitalallocators.com/podcast/asymmetry-and-opportunity-in-public-real-estate-at-long-pond/ https://www.capitalallocators.com/podcast/asymmetry-and-opportunity-in-public-real-estate-at-long-pond/"  
[X Link](https://x.com/RecoveryTrade/status/2011189321769107690)  2026-01-13T21:31Z [----] followers, [----] engagements


"@valuedontlie Prefer $MCS vs $CNK better up/down buybacks vs. empire building but lots of disappointments in this sector [----] was supposed to be the inflection"  
[X Link](https://x.com/RecoveryTrade/status/2011199855646163081)  2026-01-13T22:13Z [----] followers, [---] engagements


"Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked upside is 3-4x from here"  
[X Link](https://x.com/anyuser/status/1945717844655968572)  2025-07-17T05:30Z [----] followers, [----] engagements


"Controversial opinion but I believe that Swire Pacific (46% NAV disc) is way better value vs. Jardine Matheson (20% NAV disc). http://J36.SG http://0087.HK http://J36.SG http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/1976205400350609575)  2025-10-09T08:37Z [----] followers, [----] engagements


"Multi-family REIT $UDR trading back to covd-19 and [----] lows. Markets are totally efficient"  
[X Link](https://x.com/RecoveryTrade/status/1983605783054221692)  2025-10-29T18:44Z [----] followers, [----] engagements


"Swire Pacific / subsidiary Cathay Pacific announces substantial 9.6% share repurchase of Qatar Airlines stake. Possibly a precursor to takeover by Air China which would be a game changer for Swire. http://0293.HK http://0087.HK http://0019.HK http://0293.HK http://0087.HK http://0019.HK"  
[X Link](https://x.com/RecoveryTrade/status/1986397907990516199)  2025-11-06T11:39Z [----] followers, [---] engagements


"Swire Pacific trades at a crazy 55% market NAV discount. Class B share price for Swire Pacific is equivalent to buying [--] share of Swire Properties (54% of TEV) and getting all remaining subs for free"  
[X Link](https://x.com/RecoveryTrade/status/1986398452256022991)  2025-11-06T11:41Z [----] followers, [---] engagements


"Air China owns 26.6% of Cathay Pacific while Cathay Pacific owns 15.1% of Air China. http://0293.HK http://0753.HK http://0293.HK http://0753.HK"  
[X Link](https://x.com/RecoveryTrade/status/1986798544842571866)  2025-11-07T14:11Z [----] followers, [---] engagements


"My favorite energy stock 1662.T is up 1.5x during a weak oil price environment and still trades below net cash and securities"  
[X Link](https://x.com/RecoveryTrade/status/2001866846417621405)  2025-12-19T04:07Z [----] followers, [----] engagements


"@mario_cibelli @DieHardCapital Very similar situation with $GQG.AX but its much cheaper"  
[X Link](https://x.com/RecoveryTrade/status/2007902452121731468)  2026-01-04T19:50Z [----] followers, [---] engagements


"https://energynewsbeat.co/japex-buys-u-s-owned-verdad-resources-intermediate-holdings-for-1-3-billion/ https://energynewsbeat.co/japex-buys-u-s-owned-verdad-resources-intermediate-holdings-for-1-3-billion/"  
[X Link](https://x.com/RecoveryTrade/status/2011415767695397057)  2026-01-14T12:31Z [----] followers, [---] engagements


"JAPEX 1662.T could double again from here and would be valued at around 6x EBITDA great balance sheet with zero debt"  
[X Link](https://x.com/RecoveryTrade/status/2011416069895029021)  2026-01-14T12:32Z [----] followers, [---] engagements


"$UDR shares modestly re-rating with management announcing $700m of asset sales to fund share repurchases"  
[X Link](https://x.com/RecoveryTrade/status/2021475922201936225)  2026-02-11T06:46Z [----] followers, [---] engagements


"@negligible_cap @J264B $CBRE hasnt been this cheap since July [----] I bought during covid and regret selling it"  
[X Link](https://x.com/RecoveryTrade/status/2021962107282178101)  2026-02-12T14:58Z [----] followers, [---] engagements


"@BuysideAIreview @JerryCap It is only a matter of time before debt pricing migrates to an open platform makes no sense for security pricing to be monopolized. Bloomberg offers a lot of great functionality but the pricing is 10x higher than where it should be"  
[X Link](https://x.com/RecoveryTrade/status/2021975477091725744)  2026-02-12T15:51Z [----] followers, [---] engagements


"@credealjunkie @EllliotttB Chapter [--] filing any time"  
[X Link](https://x.com/RecoveryTrade/status/2021979433448694019)  2026-02-12T16:07Z [----] followers, [---] engagements


"Just bought some $CIGI and $CBRE . I have not heard a cogent AI short thesis for CRE services only notice meme accounts pumping a long assets / short asset-light idea"  
[X Link](https://x.com/RecoveryTrade/status/2022368439781007620)  2026-02-13T17:53Z [----] followers, [---] engagements


"@StuckupMark @michaeljburry Nope HK is not doing fine economy has been in decline for five years no jobs youth population has collapsed; and we now live under terror of arbitrary covid lockdowns national security police etc"  
[X Link](https://x.com/anyuser/status/1579127206068228096)  2022-10-09T15:10Z [----] followers, [--] engagements


"@tripperhead Macau isn't worth the [--] minute boat ride let alone a [--] day quarantine"  
[X Link](https://x.com/anyuser/status/1580779983269941250)  2022-10-14T04:38Z [----] followers, [--] engagements


"@HongshenZhu Zero covid is here to stay in China. There is no turning back. We are still in the early stages of seeing the economy adjust to this reality"  
[X Link](https://x.com/anyuser/status/1582970976731811840)  2022-10-20T05:44Z [----] followers, [--] engagements


"@KeithZhai Lol. another "this communist dictator will be good for business" story"  
[X Link](https://x.com/anyuser/status/1584225547638386688)  2022-10-23T16:49Z [----] followers, [--] engagements


"@SCMPNews How about removing the face diaper requirements"  
[X Link](https://x.com/anyuser/status/1586275308176822274)  2022-10-29T08:34Z [----] followers, [--] engagements


"$IMAX is discussing its China subco and share buybacks at great length on its quarterly call. Just a reminder that IMAX China has zero debt cash equal to 40% of market cap and trades at sub 4x EBITDA. http://1070.HK http://1070.HK"  
[X Link](https://x.com/anyuser/status/1587546633851457536)  2022-11-01T20:46Z [----] followers, [--] engagements


"@tripperhead Hope they apply this to those unvaccinated elderlies"  
[X Link](https://x.com/anyuser/status/1587777947188224001)  2022-11-02T12:05Z [----] followers, [--] engagements


"@serpentza Zero covid is only enforceable because the people follow the rules three years and finally people grow a collective willingness to push back"  
[X Link](https://x.com/anyuser/status/1596476332984389635)  2022-11-26T12:09Z [----] followers, [--] engagements


"@ianbremmer So pathetic considering that they have had three years to plan. he knows it we know it"  
[X Link](https://x.com/anyuser/status/1597699186740592640)  2022-11-29T21:09Z [----] followers, [--] engagements


"@dieworkwear New addition to the list of people / things I dont care about"  
[X Link](https://x.com/anyuser/status/1608357393632722947)  2022-12-29T07:00Z [----] followers, 98.1K engagements


"@Pollo2x Reading this in my $35/night beach front hotel room in Vietnam"  
[X Link](https://x.com/anyuser/status/1608660269873655812)  2022-12-30T03:04Z [----] followers, [----] engagements


"@NickTimiraos Now replace the delayed rent data with actual rent index and we are in deflation. Also take note that FAO global food prices have been in deflation for 3-4 months eventually those will hit CPI"  
[X Link](https://x.com/anyuser/status/1613536362346721280)  2023-01-12T14:00Z [----] followers, [----] engagements


"@Samurai_Capital @Wharton Havent met a distressed debt investor who doesnt expect to see a huge distressed cycle"  
[X Link](https://x.com/anyuser/status/1629441413204295682)  2023-02-25T11:21Z [----] followers, [----] engagements


"@DeItaone Share will fall to $1bn on Monday and then the deal will fail"  
[X Link](https://x.com/anyuser/status/1637421206394781696)  2023-03-19T11:50Z [----] followers, [----] engagements


"@JDMMIG Funny story but how do you pay for the person behind you in a drive through"  
[X Link](https://x.com/anyuser/status/1640848798514810880)  2023-03-28T22:50Z [----] followers, 41.2K engagements


"@benkrsnak First weekend of the year without snow"  
[X Link](https://x.com/anyuser/status/1645020229024591874)  2023-04-09T11:06Z [----] followers, [----] engagements


"@ianbremmer How did the French fight against the Germans in WWII"  
[X Link](https://x.com/anyuser/status/1645136611431297026)  2023-04-09T18:48Z [----] followers, [----] engagements


"@TheresaAFallon"  
[X Link](https://x.com/anyuser/status/1645537286543790081)  2023-04-10T21:20Z [----] followers, [----] engagements


"@litcapital Executive pay at US mid-caps is insanity. $1-2mn for head of accounting $5-8mn for CFO $8-16mn for CEO. Its probably 80% lower in Asia for similar sized companies"  
[X Link](https://x.com/anyuser/status/1649108505075548162)  2023-04-20T17:51Z [----] followers, [----] engagements


"Cosco Shipping Int'l is buying back shares again. 1.5x market cap in net cash 8-9% dividend yield and underlying asset-light service business. http://0517.HK http://0517.HK"  
[X Link](https://x.com/anyuser/status/1655634501668847617)  2023-05-08T18:03Z [----] followers, [----] engagements


"IH Retail is a great business I shop there almost every week and I am buying the shares (attractive value growth dividend and its large net cash position). @Fritz844 just circulated a write-up. http://1373.HK I went shopping this week and now own 5% of this via IH Retail https://t.co/JE1UTvMHHj :) https://t.co/8ObHFcrF9J http://1373.HK I went shopping this week and now own 5% of this via IH Retail https://t.co/JE1UTvMHHj :) https://t.co/8ObHFcrF9J"  
[X Link](https://x.com/anyuser/status/1680463234317549568)  2023-07-16T06:23Z [----] followers, 17.6K engagements


"@Decipherintl My thesis is that the Ng family is extremely slow conservative and patient and the Ng family has a moral compass not to screw over Sino Lands minority shareholders. (Eg. other Ng family listed entities are also under-managed). But I might be wrong"  
[X Link](https://x.com/RecoveryTrade/status/1680491717227868160)  2023-07-16T08:17Z [----] followers, [--] engagements


"@HighyieldHarry People who go to MTK have a likeability problem"  
[X Link](https://x.com/anyuser/status/1696238988552716732)  2023-08-28T19:11Z [----] followers, [----] engagements


"@taobanker I previously held $KHC would consider buying again a lot of consumer stocks in Asia have low multiples decent growth 3-5% divvy"  
[X Link](https://x.com/RecoveryTrade/status/1697699660847342008)  2023-09-01T19:55Z [----] followers, [---] engagements


"@realEstateTrent @zeugma95031605 Does this job come with a time machine for me to spend that money in the early 2000s when 70k was a decent wage"  
[X Link](https://x.com/anyuser/status/1730421694752596141)  2023-12-01T03:00Z [----] followers, [----] engagements


"@SheilaBair2013 High rates is also the only hope to constrain further govt spending"  
[X Link](https://x.com/anyuser/status/1731144993044377949)  2023-12-03T02:55Z [----] followers, [----] engagements


"Will be interesting to see what happens to ESR Group if Starwood takes over. I've always thought of ESR as a case study of PE backed empire building and poor governance (especially for REITs under ESR control) similar to that of $RMR group. http://1821.HK A consortium led by investors including Starwood Capital Group is considering a buyout of Asian warehouse developer ESR Group Ltd. according to people familiar with the situation. https://t.co/xshvgNQYW1 http://1821.HK A consortium led by investors including Starwood Capital Group is considering a buyout of Asian warehouse developer ESR"  
[X Link](https://x.com/RecoveryTrade/status/1790044779935346832)  2024-05-13T15:41Z [----] followers, [----] engagements


"No price announced. At HK$ 12.6/sh still trades at a deep discount to BV of HK$ 15.5/sh with significant asset-light fee income a portion of which which should be crystalized by triggering an internalization of its REIT mgrs. https://www.mingtiandi.com/real-estate/finance/starwood-consortium-in-talks-to-buy-out-esr/ http://1821.HK https://www.mingtiandi.com/real-estate/finance/starwood-consortium-in-talks-to-buy-out-esr/ http://1821.HK"  
[X Link](https://x.com/RecoveryTrade/status/1790699498945331707)  2024-05-15T11:03Z [----] followers, [---] engagements


"@MichaelAArouet In defense of SOE investors many of these companies have great balance sheets pay sizable dividends generate compounding growth etc. (eg. http://1099.HK http://1099.HK"  
[X Link](https://x.com/RecoveryTrade/status/1796078112460931224)  2024-05-30T07:16Z [----] followers, [--] engagements


"@dieworkwear Why on earth does the manufacturer make the bottom of the shoe white color"  
[X Link](https://x.com/anyuser/status/1799287935055069392)  2024-06-08T03:50Z [----] followers, 11.8K engagements


"@Geiger_Capital Legal risk mitigation strategy"  
[X Link](https://x.com/anyuser/status/1800064447031161179)  2024-06-10T07:16Z [----] followers, 21.1K engagements


"moving higher. my sum-of-parts is HK$ 27-35/sh. Although this would imply a 100% takeover premium it is not impossible for this situation given the fragmented shareholder base high threshold to squeeze-out minorities trophy assets etc. http://1821.HK http://1821.HK"  
[X Link](https://x.com/RecoveryTrade/status/1811639101478842549)  2024-07-12T05:49Z [----] followers, [---] engagements


"@Calvsams @MikeFritzell Super interesting. event-driven overlay"  
[X Link](https://x.com/RecoveryTrade/status/1813157532770476392)  2024-07-16T10:23Z [----] followers, [---] engagements


"@rks2305 I already own Sinopharm consistent compounder at 5x P/E SOE pharma/medical supply distributor not as sexy as the others. http://1099.HK http://1099.HK"  
[X Link](https://x.com/RecoveryTrade/status/1813621940999057728)  2024-07-17T17:09Z [----] followers, [---] engagements


"offer price from its parent of HK$3.22/sh is a real head scratcher. holds HK$ 5.4/sh of net cash. also owns real estate and other assets. Fairness opinion is laughable. http://1102.TW http://743.HK http://1102.TW http://743.HK"  
[X Link](https://x.com/anyuser/status/1827937866124779646)  2024-08-26T05:15Z [----] followers, [----] engagements


"It turns out that minority shareholders are not stupid enough to sell at a 40% discount to net cash. @UBS was the financial advisor"  
[X Link](https://x.com/RecoveryTrade/status/1828325825130963400)  2024-08-27T06:57Z [----] followers, [----] engagements


"@ArenaManCapital @MikeFritzell Sino Land does not pay real dividends as all dividends have scrip option issued at a deep discount to NAV. Over time this is highly dilutive to minorities. As a result all shareholders accept scrip which has the effect of cancelling out all dividends. http://0083.HK http://0083.HK"  
[X Link](https://x.com/RecoveryTrade/status/1828370221691703660)  2024-08-27T09:53Z [----] followers, [---] engagements


"@realEstateTrent Okay boomer"  
[X Link](https://x.com/anyuser/status/1831072512148721752)  2024-09-03T20:51Z [----] followers, [----] engagements


"In the "buy everything China" moment I couldn't control myself from buying some shares of China's leading cell tower business China Tower Corp.) which trades at 3.7x EBITDA with a 5% dividend yield and a decent growth and deleveraging profile. http://788.HK http://788.HK"  
[X Link](https://x.com/anyuser/status/1840466020022264090)  2024-09-29T18:57Z [----] followers, 55.2K engagements


"@kjoules send her to Penny Bay"  
[X Link](https://x.com/anyuser/status/1842541106988523926)  2024-10-05T12:23Z [----] followers, [---] engagements


"@ClarkSquareCap Hong Kong Ferry trades 18% below net cash value with available for sale properties equal to 1.2x market cap and completed retail properties and other assets equal to another 2x market cap. No near term catalyst but this is 4-5x covered net-net. http://0050.HK http://0050.HK"  
[X Link](https://x.com/anyuser/status/1846908723526312003)  2024-10-17T13:38Z [----] followers, [----] engagements


"@stockthoughts81 Cost of surfing remains $0"  
[X Link](https://x.com/anyuser/status/1861923169571111075)  2024-11-28T00:00Z [----] followers, [----] engagements


"@Mr_Neutral_Man $AHH is interesting given that leverage profile will go sub 7x EBITDA its derisking all assets are performing. $INN / $RLJ / $PK are trading at March [----] lows based on just modest cyclical risk all have derisked post covid"  
[X Link](https://x.com/anyuser/status/1910776840324595997)  2025-04-11T19:27Z [----] followers, [----] engagements


"@ValueInvestJpn Couldnt pay me anything to live there"  
[X Link](https://x.com/anyuser/status/1916148338631840222)  2025-04-26T15:12Z [----] followers, [----] engagements


"@Restructuring__ As a pod analyst the only way you get the job and stay sane if by being the type of person who is doing this type of work out of your own free will all of the time and therefore it is not work to you"  
[X Link](https://x.com/anyuser/status/1922110560742625461)  2025-05-13T02:04Z [----] followers, [---] engagements


"More buybacks at which trades at sub 10x PE after adjusting for excess cash while parentco trades for 30x PE with accounting for 75% of earnings. http://1970.HK http://1970.HK http://1970.HK http://1970.HK"  
[X Link](https://x.com/RecoveryTrade/status/1945716729331716431)  2025-07-17T05:26Z [----] followers, [----] engagements


"@yenoms @thepupil11 @jeff964 I have something like 8.3-9.4% cap rate for $NEN at current market price not adjusted for recent acquisition. .cap rate is approaching pre-strategic review levels for $DRR.UN"  
[X Link](https://x.com/RecoveryTrade/status/1953434096325329287)  2025-08-07T12:32Z [----] followers, [---] engagements


"@ThereWillBeQE @OnlyAssets @RealAssetsValue @thepupil11 I recall $BRT plans to sell some JV assets but that probably will be recycled"  
[X Link](https://x.com/RecoveryTrade/status/1953552508972151234)  2025-08-07T20:23Z [----] followers, [--] engagements


"@caret311 is just a container shipping company not a net-net. No opinion about that business. I bought (around $2/sh) because it's a capital light services business with no shipping assets / no capex. http://517.HK http://1308.HK http://517.HK http://1308.HK"  
[X Link](https://x.com/RecoveryTrade/status/1968060329172357358)  2025-09-16T21:12Z [----] followers, [---] engagements


"@MikeFritzell Sharing some additional data. Around 2018/19 mgmt began increasing leverage. Overall growth has been a struggle with 100% payout ratio higher interest rates low inflation elevated leverage. http://0823.HK http://0823.HK"  
[X Link](https://x.com/RecoveryTrade/status/1970184916668469407)  2025-09-22T17:54Z [----] followers, [---] engagements


"Sorry I correct myself the B shares of are at 55% NAV discount not 46% which is the A shares. http://0087.HK http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/1976207174654136474)  2025-10-09T08:44Z [----] followers, [---] engagements


"@Andy__KH @SnowballCaptial Sales of just a few floors to a few tenants no arms-length sales to financial investors. Management is not able to sell below NAV which is a fake overvalued number"  
[X Link](https://x.com/RecoveryTrade/status/1976217848319197652)  2025-10-09T09:27Z [----] followers, [--] engagements


"@Andy__KH @SnowballCaptial Jardine Matheson vs. Swire Pacific B Shares. These lines will cross again . I believe the catalyst could be JM announcing acquisitions - this is inevitable with so many PE dudes seconded into mgmt"  
[X Link](https://x.com/RecoveryTrade/status/1976219016348958886)  2025-10-09T09:31Z [----] followers, [--] engagements


"Highly peculiar share price movement in reminds me of the insider trading episode in Jan-23. My thesis has been that timing for an offer could occur within a few months after the parent $IMAX CB refinancing which was priced on [--] Nov. http://1970.HK http://1970.HK"  
[X Link](https://x.com/RecoveryTrade/status/1999369126054363588)  2025-12-12T06:42Z [----] followers, [---] engagements


"@TheBenSchmark Seems you don't believe this could receive a take private offer I'd say 25% odds of an offer $15/sh lots of dry capital for infra funds"  
[X Link](https://x.com/RecoveryTrade/status/1999532944143081724)  2025-12-12T17:32Z [----] followers, [---] engagements


"@TheBenSchmark Average age of assets of $COLD $LINE isn't much of an edge"  
[X Link](https://x.com/RecoveryTrade/status/1999536107122315556)  2025-12-12T17:45Z [----] followers, [---] engagements


"@Mr_Neutral_Man @TheBenSchmark Ill admit that $COLD is dumpster diving but my thesis still stands that this sector has a far better LT outlook vs office and trades at a discount to bottom of cycle office and its a mid-cap and plays to private capital style buy and build investing"  
[X Link](https://x.com/RecoveryTrade/status/1999569972012503174)  2025-12-12T20:00Z [----] followers, [---] engagements


"@Mr_Neutral_Man A few of my controversial holdings: $EPR (movie theatre / entertainment triple-net) $AHH (diversified w/ office exposure) $KRC / $HPP-PRC (west coast office) $NRXT / $MRG.UN (external mgmt)"  
[X Link](https://x.com/RecoveryTrade/status/2001159768703164491)  2025-12-17T05:17Z [----] followers, [---] engagements


"@tsxman If my $COLD shares are acquired Ill try to redeploy into $LINE"  
[X Link](https://x.com/RecoveryTrade/status/2006074625126719791)  2025-12-30T18:47Z [----] followers, [---] engagements


"@HayekAndKeynes @grok provide math explaining US population estimates for the next [--] years"  
[X Link](https://x.com/RecoveryTrade/status/2013818708934689243)  2026-01-21T03:39Z [----] followers, [---] engagements


"@MoatlessCapital In his defense Mandarin Oriental (on that list) was a home run. HK retail and F&B has mostly been a value trap (as I learned with http://1373.HK http://1373.HK"  
[X Link](https://x.com/RecoveryTrade/status/2016922422776385575)  2026-01-29T17:12Z [----] followers, [--] engagements


"@MadThunderdome I still like event driven value in China like $CD and high dividend HKSE stocks with strong balance sheets Cosco International Sino Land maybe Sinopharm at the right price"  
[X Link](https://x.com/RecoveryTrade/status/1584357345642958848)  2022-10-24T01:33Z [----] followers, [--] engagements


"@thepupil11 Performing deep value: Cosco International Underperforming deep value: Sino Land"  
[X Link](https://x.com/RecoveryTrade/status/1725916193192820822)  2023-11-18T16:37Z [----] followers, [---] engagements


"Picking up some Samsonite International at the latest 52-week low. This mid-year earnings season is brutal for HK listed companies but it's also creating opportunities. Not seeing many positive earnings surprises in Asia these days. http://1910.HK http://1910.HK"  
[X Link](https://x.com/RecoveryTrade/status/1823977552890994769)  2024-08-15T06:58Z [----] followers, [---] engagements


"@orrdavid Smilar case study is which holds a massive cash balance trades at deep NAV discount pays out a divvy with option to take scrip everyone takes scrip shares o/s grow rapidly and so on. Company trades at low beta to industry modest discount vs peers. http://0083.HK http://0083.HK"  
[X Link](https://x.com/RecoveryTrade/status/1971637682293166327)  2025-09-26T18:07Z [----] followers, [---] engagements


"@niurn_writes Buying you get Swire Properties at market value (which trades at a 50% disc. to revalued NAV) and then getting Cathay Haeco and Asia Pac $KO bottling for free. Compares very favorably vs. JM in every respect. http://0087.HK http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/1976212075073634410)  2025-10-09T09:04Z [----] followers, [---] engagements


"@ArenaManCapital Where else can you get 6% dividend growing 5% p.a. very low leverage no toxic assets 55% discount to NAV with catalysts"  
[X Link](https://x.com/RecoveryTrade/status/1986978148370850251)  2025-11-08T02:04Z [----] followers, [---] engagements


"@BienPerez Never a bad time to buy (Swire Class B Shares) at 55% discount to SoTP (excluding the additional discount to NAV of Swire Properties). Also pays a 6% divvy yield growing 4% p.a. http://0087.HK http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/2007334552537313320)  2026-01-03T06:13Z [----] followers, [--] engagements


"In the "buy everything China" moment I couldn't control myself from buying some shares of China's leading cell tower business China Tower Corp.) which trades at 3.7x EBITDA with a 5% dividend yield and a decent growth and deleveraging profile. http://788.HK http://788.HK"  
[X Link](https://x.com/anyuser/status/1840466020022264090)  2024-09-29T18:57Z [----] followers, 55.2K engagements


"@dieworkwear New addition to the list of people / things I dont care about"  
[X Link](https://x.com/anyuser/status/1608357393632722947)  2022-12-29T07:00Z [----] followers, 98.1K engagements


"Mr Market is offering a rare opportunity to buy Airports of Thailand $AOT.TB at a 50% discount"  
[X Link](https://x.com/anyuser/status/1937867763638571444)  2025-06-25T13:37Z [----] followers, 39.6K engagements


"@AsaadHannaa Agree we should have stayed there another 10-20 years to preserve the vehicles"  
[X Link](https://x.com/anyuser/status/1433180532918075393)  2021-09-01T21:30Z [----] followers, [---] engagements


"@JDMMIG Funny story but how do you pay for the person behind you in a drive through"  
[X Link](https://x.com/anyuser/status/1640848798514810880)  2023-03-28T22:50Z [----] followers, 41.2K engagements


"@HAOHONG_CFA We are at the moment when the absolute absurdity of Chinas economic model is becoming widely apparent"  
[X Link](https://x.com/anyuser/status/1559749973905776641)  2022-08-17T03:52Z [----] followers, [--] engagements


"@TGTM_Official China was not like this ten years ago. China gone completely crazy under Chairman Xi"  
[X Link](https://x.com/anyuser/status/1513410455271661570)  2022-04-11T06:55Z [----] followers, [--] engagements


"@TheresaAFallon"  
[X Link](https://x.com/anyuser/status/1645537286543790081)  2023-04-10T21:20Z [----] followers, [----] engagements


"@SpokespersonCHN I guess you can call this a type of dance https://x.com/investmentshulk/status/1546222694756122625s=21&t=X8UBcr927HUPZxGsLQDcJA BANK OF CHINA IN ZHENGZHOU https://t.co/Vccs1K1Jsb https://x.com/investmentshulk/status/1546222694756122625s=21&t=X8UBcr927HUPZxGsLQDcJA BANK OF CHINA IN ZHENGZHOU https://t.co/Vccs1K1Jsb"  
[X Link](https://x.com/anyuser/status/1546246738071019521)  2022-07-10T21:35Z [----] followers, [--] engagements


"BANK OF CHINA IN ZHENGZHOU"  
[X Link](https://x.com/anyuser/status/1546222694756122625)  2022-07-10T19:59Z 57.5K followers, [----] engagements


"@selinawangtv @ChinaBeigeBook @CNN I live in Hong Kong and this is terrifying absolutely terrifying. Xi Jinpings China"  
[X Link](https://x.com/anyuser/status/1533142658876465152)  2022-06-04T17:44Z [----] followers, [--] engagements


"@financialjuice There are no systemic risks to the banking sector Ben Bernanke 2008"  
[X Link](https://x.com/anyuser/status/1574592629634871296)  2022-09-27T02:51Z [----] followers, [--] engagements


"@KeithZhai Lol. another "this communist dictator will be good for business" story"  
[X Link](https://x.com/anyuser/status/1584225547638386688)  2022-10-23T16:49Z [----] followers, [--] engagements


"@Pollo2x Reading this in my $35/night beach front hotel room in Vietnam"  
[X Link](https://x.com/anyuser/status/1608660269873655812)  2022-12-30T03:04Z [----] followers, [----] engagements


"@dieworkwear Why on earth does the manufacturer make the bottom of the shoe white color"  
[X Link](https://x.com/anyuser/status/1799287935055069392)  2024-06-08T03:50Z [----] followers, 11.8K engagements


"Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked upside is 3-4x from here"  
[X Link](https://x.com/anyuser/status/1945717844655968572)  2025-07-17T05:30Z [----] followers, [----] engagements


"@rachel_cheung1 What is a police state Come to HK and find out"  
[X Link](https://x.com/anyuser/status/1533076497442910210)  2022-06-04T13:21Z [----] followers, [--] engagements


"Wuxi Biologics is a CRO/CDMO trading at 10x fwd earnings 7x fwd EBITDA has grown revenue by 4x since [----]. Shares are down 97% from ATH. Anyone look at this one http://2269.HK http://2269.HK"  
[X Link](https://x.com/anyuser/status/1813147912689578301)  2024-07-16T09:45Z [----] followers, 18.5K engagements


"@webbhk And now today we are reduced to pleading with a rogue govt to reopen the city"  
[X Link](https://x.com/anyuser/status/1537314900199890946)  2022-06-16T06:03Z [----] followers, [--] engagements


"@serpentza Zero covid is only enforceable because the people follow the rules three years and finally people grow a collective willingness to push back"  
[X Link](https://x.com/anyuser/status/1596476332984389635)  2022-11-26T12:09Z [----] followers, [--] engagements


"@jenniferatntd Lol but must achieve zero covid to save lives"  
[X Link](https://x.com/anyuser/status/1560472346397327360)  2022-08-19T03:42Z [----] followers, [--] engagements


"IH Retail is a great business I shop there almost every week and I am buying the shares (attractive value growth dividend and its large net cash position). @Fritz844 just circulated a write-up. http://1373.HK I went shopping this week and now own 5% of this via IH Retail https://t.co/JE1UTvMHHj :) https://t.co/8ObHFcrF9J http://1373.HK I went shopping this week and now own 5% of this via IH Retail https://t.co/JE1UTvMHHj :) https://t.co/8ObHFcrF9J"  
[X Link](https://x.com/anyuser/status/1680463234317549568)  2023-07-16T06:23Z [----] followers, 17.6K engagements


"I went shopping this week and now own 5% of this via IH Retail :) http://1373.hk http://1373.hk"  
[X Link](https://x.com/webbhk/status/992340112670248961)  2018-05-04T09:48Z 14.8K followers, [--] engagements


"@samshanghai @macastel3 But did they really "work" if China is still closing down its cities three years later"  
[X Link](https://x.com/anyuser/status/1559234840846745600)  2022-08-15T17:45Z [----] followers, [--] engagements


"@StuartKLau I lived in Beijing in 2009/11 that feels like a long forgotten time. It is very sad and terrifying to see how much China has regressed under Xi"  
[X Link](https://x.com/anyuser/status/1525493121731072000)  2022-05-14T15:07Z [----] followers, [--] engagements


"@manyapan Looks like they were making a scene and were treated much better than an avg tourist in China"  
[X Link](https://x.com/anyuser/status/1555581414870880258)  2022-08-05T15:48Z [----] followers, [--] engagements


"@frostyhk One week hotel quarantine is not a shift towards living with covid its a minor reduction of restrictions still reflects a zero-covid framework"  
[X Link](https://x.com/anyuser/status/1505778460580454405)  2022-03-21T05:28Z [----] followers, [--] engagements


"@NickTimiraos Now replace the delayed rent data with actual rent index and we are in deflation. Also take note that FAO global food prices have been in deflation for 3-4 months eventually those will hit CPI"  
[X Link](https://x.com/anyuser/status/1613536362346721280)  2023-01-12T14:00Z [----] followers, [----] engagements


"@cloudzif @wang_maya Instead there would be a better China"  
[X Link](https://x.com/anyuser/status/1533052873310801920)  2022-06-04T11:47Z [----] followers, [--] engagements


"@manifestoagogo Same experience here. If youve been vaxxed the govt treatment for COVID in HK is far worse than the disease"  
[X Link](https://x.com/anyuser/status/1457359127181545475)  2021-11-07T14:47Z [----] followers, [--] engagements


"@ValueInvestJpn Couldnt pay me anything to live there"  
[X Link](https://x.com/anyuser/status/1916148338631840222)  2025-04-26T15:12Z [----] followers, [----] engagements


"@business Public health officials (outside South Africa) we just dont have enough data but out of an abundance of caution we will impose more govt restrictions and border closings"  
[X Link](https://x.com/anyuser/status/1473652309582544897)  2021-12-22T13:51Z [----] followers, [--] engagements


"@ianbremmer So pathetic considering that they have had three years to plan. he knows it we know it"  
[X Link](https://x.com/anyuser/status/1597699186740592640)  2022-11-29T21:09Z [----] followers, [--] engagements


"@Transit_Jam Dictator travels like a dictator"  
[X Link](https://x.com/anyuser/status/1542505555847065600)  2022-06-30T13:49Z [----] followers, [--] engagements


"@michaelxpettis @ChinaBeigeBook If manufacturing is down consumer spending is down real estate is down how on earth was GDP still positive"  
[X Link](https://x.com/anyuser/status/1553739551436222464)  2022-07-31T13:49Z [----] followers, [--] engagements


"@stockthoughts81 Cost of surfing remains $0"  
[X Link](https://x.com/anyuser/status/1861923169571111075)  2024-11-28T00:00Z [----] followers, [----] engagements


"@tripperhead Time for vaccine mandates. The freedoms of the 90% vaccinated should not be dependent on the stubborn anti-vax 5-10% deciding to take a vaccine. Why is their choice to vaccinate my ability to travel and remove this useless mask"  
[X Link](https://x.com/anyuser/status/1534040047875284992)  2022-06-07T05:10Z [----] followers, [--] engagements


"@JeromeTaylor @AFP How should Chinas term territorial integrity be interpreted This could mean that they support the annexations"  
[X Link](https://x.com/anyuser/status/1574963324542160896)  2022-09-28T03:24Z [----] followers, [--] engagements


"@FrankaLu Too controversial to question the effectivity of zero-covid or the reliability of national statistics so check the fish. https://x.com/xinwendiaocha/status/1521478358529306624s=20&t=ArbT2dC00e83hazuEbEXsg https://t.co/n7HoQmCggU https://x.com/xinwendiaocha/status/1521478358529306624s=20&t=ArbT2dC00e83hazuEbEXsg https://t.co/n7HoQmCggU"  
[X Link](https://x.com/anyuser/status/1556585319817814017)  2022-08-08T10:17Z [----] followers, [--] engagements


"@realEstateTrent Okay boomer"  
[X Link](https://x.com/anyuser/status/1831072512148721752)  2024-09-03T20:51Z [----] followers, [----] engagements


"@sarahplusone Soon the WHO will congratulate China on its miraculous effort to set up facilities so quickly"  
[X Link](https://x.com/anyuser/status/1510614918004838400)  2022-04-03T13:47Z [----] followers, [--] engagements


"@Samurai_Capital @Wharton Havent met a distressed debt investor who doesnt expect to see a huge distressed cycle"  
[X Link](https://x.com/anyuser/status/1629441413204295682)  2023-02-25T11:21Z [----] followers, [----] engagements


"@paulmozur Nearly 100% of North Koreans trust North Korean state media. Why is China only 90%"  
[X Link](https://x.com/anyuser/status/1511599360135471105)  2022-04-06T06:59Z [----] followers, [--] engagements


"@Geiger_Capital Legal risk mitigation strategy"  
[X Link](https://x.com/anyuser/status/1800064447031161179)  2024-06-10T07:16Z [----] followers, 21.1K engagements


"@Restructuring__ As a pod analyst the only way you get the job and stay sane if by being the type of person who is doing this type of work out of your own free will all of the time and therefore it is not work to you"  
[X Link](https://x.com/anyuser/status/1922110560742625461)  2025-05-13T02:04Z [----] followers, [---] engagements


"@StephenMcDonell @ChinaBeigeBook The Covid outbreak hasnt paralyzed Shanghai Zero COVID policy has"  
[X Link](https://x.com/anyuser/status/1517391101690142720)  2022-04-22T06:33Z [----] followers, [--] engagements


"@HighyieldHarry People who go to MTK have a likeability problem"  
[X Link](https://x.com/anyuser/status/1696238988552716732)  2023-08-28T19:11Z [----] followers, [----] engagements


"@JeromeTaylor Eliminate covid from city where everyone has covid by banning flights to city with covid from other cities with covid"  
[X Link](https://x.com/anyuser/status/1511651592327491585)  2022-04-06T10:26Z [----] followers, [--] engagements


"@tripperhead More evidence that these polices do more harm than good. Protecting HK from a virus which is already in HK and which everyone has had 14+ months to get vaccinated against"  
[X Link](https://x.com/anyuser/status/1521706053817102336)  2022-05-04T04:19Z [----] followers, [--] engagements


"@EnglishmanHk @tripperhead Well they do have a tendency of building bridges and airport runways that nobody uses thats the Chinese economic model"  
[X Link](https://x.com/anyuser/status/1518781268346900481)  2022-04-26T02:37Z [----] followers, [--] engagements


"@SCMPNews How about removing the face diaper requirements"  
[X Link](https://x.com/anyuser/status/1586275308176822274)  2022-10-29T08:34Z [----] followers, [--] engagements


"@DRechts They forgot to test this thing"  
[X Link](https://x.com/anyuser/status/1560574064103550978)  2022-08-19T10:27Z [----] followers, [--] engagements


"@HongshenZhu Zero covid is here to stay in China. There is no turning back. We are still in the early stages of seeing the economy adjust to this reality"  
[X Link](https://x.com/anyuser/status/1582970976731811840)  2022-10-20T05:44Z [----] followers, [--] engagements


"@ChuckCallesto I wonder who is so devoutly anti-vax that they will pay $200/month"  
[X Link](https://x.com/anyuser/status/1449469709397618691)  2021-10-16T20:18Z [----] followers, [--] engagements


"@realEstateTrent @zeugma95031605 Does this job come with a time machine for me to spend that money in the early 2000s when 70k was a decent wage"  
[X Link](https://x.com/anyuser/status/1730421694752596141)  2023-12-01T03:00Z [----] followers, [----] engagements


"@TaoJiangScholar I studied Mandarin at elite universities in Beijing and the US prior to Chinas shift towards Maoism under Xi. Unfortunately China has changed permanently. For anyone with an interest in Asian language studies my recommendation would be to find another language"  
[X Link](https://x.com/anyuser/status/1552237621732028421)  2022-07-27T10:21Z [----] followers, [--] engagements


"@ClarkSquareCap Hong Kong Ferry trades 18% below net cash value with available for sale properties equal to 1.2x market cap and completed retail properties and other assets equal to another 2x market cap. No near term catalyst but this is 4-5x covered net-net. http://0050.HK http://0050.HK"  
[X Link](https://x.com/anyuser/status/1846908723526312003)  2024-10-17T13:38Z [----] followers, [----] engagements


"@Sino_Market So Chinas economy is supposed to grow by 5.5% with construction down business investment down and consumer spending down. Well I guess thats possible if the numbers are made up"  
[X Link](https://x.com/anyuser/status/1538800619061772291)  2022-06-20T08:27Z [----] followers, [--] engagements


"@conorsen Disappointing that this is not showing up in goods prices yet"  
[X Link](https://x.com/anyuser/status/1572890249096986625)  2022-09-22T10:07Z [----] followers, [--] engagements


"@tripperhead Hope they apply this to those unvaccinated elderlies"  
[X Link](https://x.com/anyuser/status/1587777947188224001)  2022-11-02T12:05Z [----] followers, [--] engagements


"@tripperhead Macau isn't worth the [--] minute boat ride let alone a [--] day quarantine"  
[X Link](https://x.com/anyuser/status/1580779983269941250)  2022-10-14T04:38Z [----] followers, [--] engagements


"@ZhangTaisu This rumor suggests continued quarantine and therefore continued zero-covid policy into next year. Its not a reopening not a change"  
[X Link](https://x.com/anyuser/status/1577655846766379008)  2022-10-05T13:43Z [----] followers, [--] engagements


"Cosco Shipping Int'l is buying back shares again. 1.5x market cap in net cash 8-9% dividend yield and underlying asset-light service business. http://0517.HK http://0517.HK"  
[X Link](https://x.com/anyuser/status/1655634501668847617)  2023-05-08T18:03Z [----] followers, [----] engagements


"@SCMPNews How about reopen the city first so HK residents can make a living"  
[X Link](https://x.com/anyuser/status/1514243147118768132)  2022-04-13T14:04Z [----] followers, [--] engagements


"@JoeXu Its racist is the CCPs latest propaganda tactic. Everyone sees through it"  
[X Link](https://x.com/anyuser/status/1466512273082519556)  2021-12-02T20:59Z [----] followers, [--] engagements


"@DeItaone Share will fall to $1bn on Monday and then the deal will fail"  
[X Link](https://x.com/anyuser/status/1637421206394781696)  2023-03-19T11:50Z [----] followers, [----] engagements


"@HKStatto @bencowling88 @tripperhead Dont forget to mention that COVID will come back again and again and again"  
[X Link](https://x.com/anyuser/status/1498280680689528834)  2022-02-28T12:55Z [----] followers, [--] engagements


"@Changxche Situation was very bad in Hong Kong. Shanghai is (to a large extent) a wealthy first-world city. Now covid is already spreading across China's impoverished and unorganized second third and fourth tier cities. The zero-covid fallacy is unwinding rapidly"  
[X Link](https://x.com/anyuser/status/1513495208247246848)  2022-04-11T12:32Z [----] followers, [--] engagements


"@SheilaBair2013 High rates is also the only hope to constrain further govt spending"  
[X Link](https://x.com/anyuser/status/1731144993044377949)  2023-12-03T02:55Z [----] followers, [----] engagements


"@gmleunghku Lockdowns and quasi lockdowns are causing terror for the vaccinated majority. First do no harm by encouraging a return to normalcy. The govt must stop terrorizing the population and instead focus on vaccinating (and boosting) those at risk"  
[X Link](https://x.com/anyuser/status/1525388594017226753)  2022-05-14T08:12Z [----] followers, [--] engagements


"@bobbiharlow HK is not reopening still pursuing zero covid still [--] day hotel quarantine and constant flight bans makes travel impossible pools closed bars closed still masks required for hiking in mountain. This is at best a continued quasi lockdown"  
[X Link](https://x.com/anyuser/status/1514921796054646787)  2022-04-15T11:01Z [----] followers, [--] engagements


"@tripperhead Give us back our freedom of movement not a token payout which will be used to cover a portion of my expenses to relocate out of HK"  
[X Link](https://x.com/anyuser/status/1536283227052118016)  2022-06-13T09:43Z [----] followers, [--] engagements


"$IMAX is discussing its China subco and share buybacks at great length on its quarterly call. Just a reminder that IMAX China has zero debt cash equal to 40% of market cap and trades at sub 4x EBITDA. http://1070.HK http://1070.HK"  
[X Link](https://x.com/anyuser/status/1587546633851457536)  2022-11-01T20:46Z [----] followers, [--] engagements


"@SonOfUhGunn Every time a button is pressed you are one step closer to a trip to the repair shop"  
[X Link](https://x.com/anyuser/status/1568618495855980544)  2022-09-10T15:12Z [----] followers, [--] engagements


"@KariSoo1 @BruceEinhorn @AirEVthingTRNSP Hmm lets think about it. We are [--] years into covid and it is not possible to travel in and out of Hong Kong. Even if you are willing to quarantine there are no rooms"  
[X Link](https://x.com/anyuser/status/1540212141537390592)  2022-06-24T05:56Z [----] followers, [--] engagements


"@mbrookerhk According to country with highest youth unemployment rate"  
[X Link](https://x.com/anyuser/status/1551588497965821952)  2022-07-25T15:21Z [----] followers, [--] engagements


"@WumaoHub This is Chairman Xis re-election campaign enjoying it He is emperor for life"  
[X Link](https://x.com/anyuser/status/1515011956180074497)  2022-04-15T16:59Z [----] followers, [--] engagements


"@tripperhead We must fight the virus means implementing illiogical restrictions and never reviewing them"  
[X Link](https://x.com/anyuser/status/1567001910045192192)  2022-09-06T04:09Z [----] followers, [--] engagements


"@benkrsnak First weekend of the year without snow"  
[X Link](https://x.com/anyuser/status/1645020229024591874)  2023-04-09T11:06Z [----] followers, [----] engagements


"@tripperhead Covid policies are 50% political theatre and 50% control"  
[X Link](https://x.com/anyuser/status/1530539562409152512)  2022-05-28T13:20Z [----] followers, [--] engagements


"@MichaelSchuman China waaay more frightening than Russia. Every supply chain should be moved to ASEAN South Asia and LATAM"  
[X Link](https://x.com/anyuser/status/1555573082705629189)  2022-08-05T15:14Z [----] followers, [--] engagements


"@PeterHotez Would you be willing to comment about his statement NIH was actually asked at one point: give us your research program on SARS-like viruses. And you know what they did They released the cover page and redacted [---] pages"  
[X Link](https://x.com/anyuser/status/1556323128602570752)  2022-08-07T16:55Z [----] followers, [--] engagements


"@SpokespersonCHN When people are starving in Shanghai because of the govts bad policies the govt posts videos of pandas. Lol"  
[X Link](https://x.com/anyuser/status/1514433803808243713)  2022-04-14T02:42Z [----] followers, [--] engagements


"@AndyBxxx @LeaningEmma Looks like hell. Hey - what is China's plan when covid comes back a second third and fourth time"  
[X Link](https://x.com/anyuser/status/1508376590358499330)  2022-03-28T09:32Z [----] followers, [--] engagements

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