[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.] #  @alexeliasson Alexander Eliasson Alexander Eliasson posts on X about $tigr, $futu, $hsbk, $imax the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::252542488/interactions)  - X Week XXXXXXX +108% - X Month XXXXXXX +1,101% - X Months XXXXXXX +129% - X Year XXXXXXXXX +5.10% ### Mentions: XX [#](/creator/twitter::252542488/posts_active)  ### Followers: XXXXXX [#](/creator/twitter::252542488/followers)  - X Week XXXXXX +0.38% - X Month XXXXXX +1.20% - X Months XXXXXX +2.90% - X Year XXXXXX +6.50% ### CreatorRank: XXXXXXX [#](/creator/twitter::252542488/influencer_rank)  ### Social Influence [#](/creator/twitter::252542488/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [technology brands](/list/technology-brands) **Social topic influence** [$tigr](/topic/$tigr) #1, [$futu](/topic/$futu) #3, [$hsbk](/topic/$hsbk), [$imax](/topic/$imax), [hood](/topic/hood) #333, [$hood](/topic/$hood) #80, [insurance](/topic/insurance), [$hsbkl](/topic/$hsbkl), [investment](/topic/investment), [mcap](/topic/mcap) #79 **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bull Market (BULL)](/topic/$bull) [XRP (XRP)](/topic/$xrp) [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Spirit Airlines, Inc. (SAVE)](/topic/$save) ### Top Social Posts [#](/creator/twitter::252542488/posts) --- Top posts by engagements in the last XX hours "Here's the real kicker: margins. As $TIGR shifts from land-grab mode to scaled operations its margin trajectory should mirror other mature brokers - just as they did post-scale. Consensus have margins topping out at XX% which I will bet against by being aggressively long"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903709205897687) 2025-07-20 12:03:10 UTC 28.4K followers, 6535 engagements "IMHO 2025 and 2026 will surpass previous peak-earnings. Something $IMAX envisioned and tried to acquire on the cheap. Minority shareholder rebuffed it👇"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1884632927574847770) 2025-01-29 16:01:19 UTC 28.4K followers, 2421 engagements "@InteropabilityS I hold the same opinion as Munger to all these coins 😅 But if I can own the brokerage and custodian for said assets and clip a commission and offer high ROE margin for it at p/e 8-15x - I don't mind. $TIGR $SBI $FUTU"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946095125983289408) 2025-07-18 06:30:09 UTC 28.4K followers, XXX engagements "Broadleaf issued a Positive Profit Alert that earlier guidance will be exceeded by +38.2%. Operating Profit: H1 (2024): -44m H1 (2025): +760m Solid jump. The migration from on premise to SaaS continues ✅"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946060041133654222) 2025-07-18 04:10:44 UTC 28.4K followers, 16.4K engagements "2) The translator faced no easy task in converting all these large figures from the latest earnings call. Regardless of Ripple Labs final valuation an IPO would help underscore its worth in the context of todays m/cap"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1945413573460771004) 2025-07-16 09:21:54 UTC 28.4K followers, 5146 engagements "@blondesnmoney I can totally relate. If you have some patiencewhich Im sure you dotheres still plenty of fuel left in the tank fundamentally. Updated my back-of-the-envelope X minutes ago. 👇I'll try to expand on it this Sunday. $TIGR vs $BULL vs. $HOOD"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946221349250428998) 2025-07-18 14:51:43 UTC 28.4K followers, 1581 engagements "In December 2022 call it early 2023 $TIGR decided to enter the home-turf of $FUTU: Hong Kong Hypergrowth experienced in 2024 continued into Q1-2025. Mind you most of these are QoQ numbers.😶"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903661382390165) 2025-07-20 12:02:59 UTC 28.4K followers, 7806 engagements "J.P. Morgan upgrades $FUTU from $XXX to $XXX citing its major role in HK's digital assets space (Crypto & Stablecoin projects)"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1943948619755008361) 2025-07-12 08:20:42 UTC 28.3K followers, 12.9K engagements "2) X years ago when Bitcoin () was at $XXX Ethereum at $X and $XRP at $XXXXX SBI threw a Hail Mary and acquired X% of Ripple Labs becoming its largest shareholder. There are some outrageous valuation-spans for Ripple Labs ($XRP) as of late"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1945413569790779425) 2025-07-16 09:21:53 UTC 28.4K followers, 1701 engagements "@DidrikRommen $8473 is the ticker not listed in the US unfortunately"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946093677560131594) 2025-07-18 06:24:24 UTC 28.3K followers, XXX engagements "@Tintincapital So you're saying. We should invest in digital-first platforms with far better tech-stacks than legacy banks easy access to margin financing a smorgasbord of options cryptos stocks and leveraged funds - with UX tilted to gamification. Sounds like $TIGR $SBI $FUTU to me 🤔"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946144120914968980) 2025-07-18 09:44:50 UTC 28.4K followers, XXX engagements "Some of the most renowned growth accounts on FinTwit frequently highlight Hikari Tsushin's stock-picking: "Berkshire of Japan" 🎎"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1890801376764014643) 2025-02-15 16:32:32 UTC 28.3K followers, 9189 engagements "I'm delighted to see the shares are of to a good start since my pitch. Most importantly however is that Hikari Tsushin $9435 acquired another X% of shares outstanding and now owns XXXX% of the company - up from XXXX% in early april. $8715 Anicom"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1920389907010207751) 2025-05-08 08:06:47 UTC 28.3K followers, 17.9K engagements "Halyk $HSBK Q4: Revenue +30% Net Profit +32.8% - NIM XXX% (+1.5) - ROE XX% (+1.9) - Cost-to-Income XXXX% (-1.6%) Solid execution👏"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1905179890258977130) 2025-03-27 08:47:37 UTC 28.3K followers, 22.3K engagements "Tiger $TIGR currently outpaces its listed Nasdaq peers $BULL and $HOOD in growth:"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903692617322692) 2025-07-20 12:03:06 UTC 28.4K followers, 1759 engagements "Another interesting KPI that I can share is that last month trading by clients of Tiger surpassed that of Ant Group's Bright Smart Securities on the HKEX. 2x mcap $tigr"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903673415835986) 2025-07-20 12:03:02 UTC 28.4K followers, 2082 engagements "The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903701563793499) 2025-07-20 12:03:08 UTC 28.4K followers, 3644 engagements "TL;DR I'm buying a market leading financial conglomerate with growing revenue profits and improving efficiency at single digit multiples. IPO of Shinsei Bank in H2 perhaps followed by Ripple Labs might unlock further value. Decent enough R/R for my stunts in Japan-land"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1945413575780229458) 2025-07-16 09:21:55 UTC 28.4K followers, 12.6K engagements "Tiger Brokers $TIGR 🐯 Q1: Revenue: +68% Operating Profit: +203% Operating Margin: XX% (17 p.p.) OPEX-to-Revenue: ATL (and declining) ARPU: +35% 📊Trading Volume: +155% 👪Customers: +24% 💷Customer Assets: XX% P/E 12x NTM is probably too cheap. A short 🧵👇"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903652297494538) 2025-07-20 12:02:57 UTC 28.4K followers, 42.9K engagements "My two largest holdings $TIGR 🐯 & $FUTU 🐂 sending the portfolio to a new ATH. 🚀 Tired old man's way to get exposure to the crypto/coin mania.👴"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1942602843741118849) 2025-07-08 15:13:04 UTC 28.4K followers, 29.2K engagements "Operating profits in USD: 2016: $45m 2017: $55m 2018: $52m 2019: $53m 2020: C19 ☠ Todays EV: $250m. Let's keep in mind the C19 policy ended as late as early 2023 which affected attendance and movie productions for X years"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1884632925620301866) 2025-01-29 16:01:18 UTC 28.4K followers, 2161 engagements "For the last 1-year (& 2-years) Halyk $HSBK $hsbk.l has massively outperformed $KSPI. At 2.8x p/e (& +15% dividend) the recent digital transformation isn't priced in whatsoever - and it doesn't take much to continue outperform"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1728807237030998505) 2023-11-26 16:05:39 UTC 28.3K followers, 5965 engagements "Autoinjectors Wearable Injectors Connected Drug Delivery Devices - and so on - are transforming medicine delivery a growth market and Gerresheimer is a recognized leader or top challenger across multiple segments. 3/4"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1943234399572767125) 2025-07-10 09:02:39 UTC 28.3K followers, 7318 engagements "The share price never really recovered post Covid-19. In 2023 $IMAX tried to acquire the last XX% of not already owned - but was rebuffed by minorities. (bid $XX trading at $X today)"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1884632918561267860) 2025-01-29 16:01:17 UTC 28.4K followers, 2188 engagements "Now that the business has reached sufficient scale we're seeing operating leverage kick in - and the impact is massive"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903688636989697) 2025-07-20 12:03:05 UTC 28.4K followers, 1560 engagements "The Thai Stock Exchange is down -XX% YTD trailing several other markets by a delta of XX percentage points. Starting the year it already had 2-3 years of underperformance. Brutal valuation-compression Plenty of explanations. I'm a buyer of quality here"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1939643700633825571) 2025-06-30 11:14:29 UTC 28.4K followers, 99.3K engagements "Gerresheimer $GXI - a global leader in Drug Delivery Systems and Medicine Packaging was slaughtered -XX% the last year in a bull-market over missing on earnings and lowered guidance. 1/4"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1943234391024767382) 2025-07-10 09:02:37 UTC 28.4K followers, 48.3K engagements "My main focus right now is Wealth Management - as it creates a sticky revenue base. *scrolls for emoji's* 🚀🚀🚀"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903682119049408) 2025-07-20 12:03:04 UTC 28.4K followers, 1721 engagements "Net Profit +37% YoY 10-Year CAGR +25% ROE XX% 🎭 Entertainment GMV +340% 📊 Investment platform MAU +300% 📄 Insurance premiums +84% 👪 Super-App MAU +38% (37% of population) 🛍 Marketplace GMV +65% XXX P/E + XX% dividend too cheap 🙃 🧵on $HSBK $hsbk.l 👇"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1728807185545883931) 2023-11-26 16:05:27 UTC 28.3K followers, 170.2K engagements "Approximately XX% of total IMAX theatres world-wide are in China and are owned by IMAX China (which in turn $IMAX owns XX% of)"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1884632915788886146) 2025-01-29 16:01:16 UTC 28.4K followers, 2289 engagements "Halyk $HSBK Q1: Net Interest Income +30.1% Fee & Commission Income +13.4% Net Profit +54.5% 🚀 ROE XXXX% ( +7 p.p.) Cost-to-Income -XXXX% ( -XXX p.p) 👏"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1924369394207162402) 2025-05-19 07:39:51 UTC 28.3K followers, 25.3K engagements "1) Last week SBI filed to IPO it's wholly owned Shinsei Bank in H2. Whisper valuation is $10-13.5b. A significant number in the context of current market cap but also a strategic streamlining of the Banking Securities and Asset Management business"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1945413567412670491) 2025-07-16 09:21:53 UTC 28.4K followers, 1672 engagements "Last month the CEO announced plans to double headcount in Hong Kong in the coming years - and we're still just scratching the surface. Moreover the data Ive compiled shows that the Hong Kong expansion has already proven highly beneficial"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903670710493643) 2025-07-20 12:03:01 UTC 28.4K followers, 2097 engagements "@DidrikRommen I've had $FUTU as the largest holding since low 90's. It got too big so I cut it in half the last week. Put the returns almost exclusively in $TIGR which has lagged. I'll pitch it the coming weeks and perhaps you'll like it. Thanks for your kind words mate"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1943959503713841196) 2025-07-12 09:03:57 UTC 28.4K followers, XXX engagements "SBI $8473.jp m/cap $11.3b #1 Retail Broker ($FTK/$HOOD) in Japan Vertical integrated offering its own ETFs Mutual Funds and Wealth Management products. FY2024: Net Profit: +85% (ROE XXXX% +5.1 p.p.) +$1.2b Net profit NTM (10 p/e) X major catalysts in H2👇"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1945413564661154073) 2025-07-16 09:21:52 UTC 28.4K followers, 37K engagements "Halyk $HSBK closed today with a 1-year return of +50% in USD. 10-year high. The stock is trading at 4x p/e and 12-14% dividend supported by weekly buybacks from management. Still a top holding"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1901679590881533974) 2025-03-17 16:58:40 UTC 28.3K followers, 13.1K engagements "Although I'm very grateful for the print 🧧💵by $FUTU this year - it's getting frothy and I've started to unload. Pay up 12x the market cap of $TIGR but only get 2.5x the customers (and similar growth rates) Switcheroo 🏇"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903705217073340) 2025-07-20 12:03:09 UTC 28.4K followers, 1991 engagements "Tiger is guiding for 150000 new accounts in FY2025 - but smashed the expectations with adding 60900 already in Q1 (40% of the annual target). Can't wait for the upward revisions"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903685784842750) 2025-07-20 12:03:05 UTC 28.4K followers, 1655 engagements "@DidrikRommen I'm neck-deep in $TIGR so I certainly hope you're right 😅 Have a great weekend champ"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946101484036432140) 2025-07-18 06:55:25 UTC 28.4K followers, XXX engagements "Similar to $LOGO $FNOX & $EPSIL is Macompta $MLMCA.PA in France - which I've been accumulating throughout the spring. You can find the pitch on my mate @NiklasOlof blog (and make sure to give him a follow)"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1920376234275463630) 2025-05-08 07:12:27 UTC 28.4K followers, 7420 engagements "@Thy_Scapegoat @BillieBillion1 I understand it goes against the academic research but in reality quality companies get traded down all the time - for whatever small (& temporary) reasons. Case in point super-quality $FUTU was down to 13.2x p/e earlier this year"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946951787204038772) 2025-07-20 15:14:13 UTC 28.4K followers, XXX engagements "TL;DR EV/Screen $300k Record () box office 2025 & 2026 $IMAX bid at $XX protects downside Dividend reinstated () EV/"normalized"-profit 5x next 12m China stimmies play () world-class brand New higher bid from $IMAX () R/R ✅"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1884632931777536494) 2025-01-29 16:01:20 UTC 28.4K followers, 7909 engagements "@R2Discovery In Europe my largest Software holding is Tinexta $tnxt.mi p/e 7x for InfoCert (100% recurring revenue) is such a steal IMHO. Also"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1910279370478162176) 2025-04-10 10:31:07 UTC 28.4K followers, 5278 engagements "Singapore already a well-established profit center- much like Germany is for $FTK.DE or Sweden is for $SAVE - still delivered impressive 60-100% growth rates across several segments"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903658370925052) 2025-07-20 12:02:58 UTC 28.4K followers, 7457 engagements "CIMB new SOTP on $BABA's in light of the escalating investments needed to fight the "new" instant commerce war between Meituan and $JD. Back to pre-DeepSeek valuation again"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1943600686819643754) 2025-07-11 09:18:08 UTC 28.4K followers, 13.2K engagements "Halyk's investment platform has reached one million clients with transaction volume multiplying several timesone of the most exciting long-tail opportunities in this case imho. $HSBK"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1905263166684377120) 2025-03-27 14:18:31 UTC 28.3K followers, 16.4K engagements "Their entry into the United States is small and for me at least irrelevant at this point. As all the licenses are already in place and products/markets are already established - one can look at it as purely incremental nonetheless"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1946903677614334069) 2025-07-20 12:03:03 UTC 28.4K followers, 1822 engagements "LVMH $mc.pa har nu en totalavkastning p ca. X% under X r. ev/ebit 35x - 15x ev/s 6x - 3.5x Nr r ni kpare"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1912059223216980013) 2025-04-15 08:23:37 UTC 28.4K followers, 40.7K engagements "Gerresheimer $GXI ends discussions with private equity removing a potential short-term catalyst"  [@alexeliasson](/creator/x/alexeliasson) on [X](/post/tweet/1945653710107074659) 2025-07-17 01:16:07 UTC 28.3K followers, 17.8K 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.]
@alexeliasson Alexander Eliasson
Alexander Eliasson posts on X about $tigr, $futu, $hsbk, $imax the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +108%
- X Month XXXXXXX +1,101%
- X Months XXXXXXX +129%
- X Year XXXXXXXXX +5.10%
Mentions: XX #
Followers: XXXXXX #
- X Week XXXXXX +0.38%
- X Month XXXXXX +1.20%
- X Months XXXXXX +2.90%
- X Year XXXXXX +6.50%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance countries stocks currencies travel destinations cryptocurrencies exchanges technology brands
Social topic influence $tigr #1, $futu #3, $hsbk, $imax, hood #333, $hood #80, insurance, $hsbkl, investment, mcap #79
Top assets mentioned Robinhood Markets, Inc. (HOOD) Bull Market (BULL) XRP (XRP) Bitcoin (BTC) Ethereum (ETH) Spirit Airlines, Inc. (SAVE)
Top Social Posts #
Top posts by engagements in the last XX hours
"Here's the real kicker: margins. As $TIGR shifts from land-grab mode to scaled operations its margin trajectory should mirror other mature brokers - just as they did post-scale. Consensus have margins topping out at XX% which I will bet against by being aggressively long"
@alexeliasson on X 2025-07-20 12:03:10 UTC 28.4K followers, 6535 engagements
"IMHO 2025 and 2026 will surpass previous peak-earnings. Something $IMAX envisioned and tried to acquire on the cheap. Minority shareholder rebuffed it👇" @alexeliasson on X 2025-01-29 16:01:19 UTC 28.4K followers, 2421 engagements
"@InteropabilityS I hold the same opinion as Munger to all these coins 😅 But if I can own the brokerage and custodian for said assets and clip a commission and offer high ROE margin for it at p/e 8-15x - I don't mind. $TIGR $SBI $FUTU" @alexeliasson on X 2025-07-18 06:30:09 UTC 28.4K followers, XXX engagements
"Broadleaf issued a Positive Profit Alert that earlier guidance will be exceeded by +38.2%. Operating Profit: H1 (2024): -44m H1 (2025): +760m Solid jump. The migration from on premise to SaaS continues ✅" @alexeliasson on X 2025-07-18 04:10:44 UTC 28.4K followers, 16.4K engagements
"2) The translator faced no easy task in converting all these large figures from the latest earnings call. Regardless of Ripple Labs final valuation an IPO would help underscore its worth in the context of todays m/cap" @alexeliasson on X 2025-07-16 09:21:54 UTC 28.4K followers, 5146 engagements
"@blondesnmoney I can totally relate. If you have some patiencewhich Im sure you dotheres still plenty of fuel left in the tank fundamentally. Updated my back-of-the-envelope X minutes ago. 👇I'll try to expand on it this Sunday. $TIGR vs $BULL vs. $HOOD" @alexeliasson on X 2025-07-18 14:51:43 UTC 28.4K followers, 1581 engagements
"In December 2022 call it early 2023 $TIGR decided to enter the home-turf of $FUTU: Hong Kong Hypergrowth experienced in 2024 continued into Q1-2025. Mind you most of these are QoQ numbers.😶" @alexeliasson on X 2025-07-20 12:02:59 UTC 28.4K followers, 7806 engagements
"J.P. Morgan upgrades $FUTU from $XXX to $XXX citing its major role in HK's digital assets space (Crypto & Stablecoin projects)" @alexeliasson on X 2025-07-12 08:20:42 UTC 28.3K followers, 12.9K engagements
"2) X years ago when Bitcoin () was at $XXX Ethereum at $X and $XRP at $XXXXX SBI threw a Hail Mary and acquired X% of Ripple Labs becoming its largest shareholder. There are some outrageous valuation-spans for Ripple Labs ($XRP) as of late" @alexeliasson on X 2025-07-16 09:21:53 UTC 28.4K followers, 1701 engagements
"@DidrikRommen $8473 is the ticker not listed in the US unfortunately" @alexeliasson on X 2025-07-18 06:24:24 UTC 28.3K followers, XXX engagements
"@Tintincapital So you're saying. We should invest in digital-first platforms with far better tech-stacks than legacy banks easy access to margin financing a smorgasbord of options cryptos stocks and leveraged funds - with UX tilted to gamification. Sounds like $TIGR $SBI $FUTU to me 🤔" @alexeliasson on X 2025-07-18 09:44:50 UTC 28.4K followers, XXX engagements
"Some of the most renowned growth accounts on FinTwit frequently highlight Hikari Tsushin's stock-picking: "Berkshire of Japan" 🎎" @alexeliasson on X 2025-02-15 16:32:32 UTC 28.3K followers, 9189 engagements
"I'm delighted to see the shares are of to a good start since my pitch. Most importantly however is that Hikari Tsushin $9435 acquired another X% of shares outstanding and now owns XXXX% of the company - up from XXXX% in early april. $8715 Anicom" @alexeliasson on X 2025-05-08 08:06:47 UTC 28.3K followers, 17.9K engagements
"Halyk $HSBK Q4: Revenue +30% Net Profit +32.8% - NIM XXX% (+1.5) - ROE XX% (+1.9) - Cost-to-Income XXXX% (-1.6%) Solid execution👏" @alexeliasson on X 2025-03-27 08:47:37 UTC 28.3K followers, 22.3K engagements
"Tiger $TIGR currently outpaces its listed Nasdaq peers $BULL and $HOOD in growth:" @alexeliasson on X 2025-07-20 12:03:06 UTC 28.4K followers, 1759 engagements
"Another interesting KPI that I can share is that last month trading by clients of Tiger surpassed that of Ant Group's Bright Smart Securities on the HKEX. 2x mcap $tigr" @alexeliasson on X 2025-07-20 12:03:02 UTC 28.4K followers, 2082 engagements
"The valuation dislocation is outrageous and $TIGR could double overnight and still be cheap. $BULL $HOOD" @alexeliasson on X 2025-07-20 12:03:08 UTC 28.4K followers, 3644 engagements
"TL;DR I'm buying a market leading financial conglomerate with growing revenue profits and improving efficiency at single digit multiples. IPO of Shinsei Bank in H2 perhaps followed by Ripple Labs might unlock further value. Decent enough R/R for my stunts in Japan-land" @alexeliasson on X 2025-07-16 09:21:55 UTC 28.4K followers, 12.6K engagements
"Tiger Brokers $TIGR 🐯 Q1: Revenue: +68% Operating Profit: +203% Operating Margin: XX% (17 p.p.) OPEX-to-Revenue: ATL (and declining) ARPU: +35% 📊Trading Volume: +155% 👪Customers: +24% 💷Customer Assets: XX% P/E 12x NTM is probably too cheap. A short 🧵👇" @alexeliasson on X 2025-07-20 12:02:57 UTC 28.4K followers, 42.9K engagements
"My two largest holdings $TIGR 🐯 & $FUTU 🐂 sending the portfolio to a new ATH. 🚀 Tired old man's way to get exposure to the crypto/coin mania.👴" @alexeliasson on X 2025-07-08 15:13:04 UTC 28.4K followers, 29.2K engagements
"Operating profits in USD: 2016: $45m 2017: $55m 2018: $52m 2019: $53m 2020: C19 ☠ Todays EV: $250m. Let's keep in mind the C19 policy ended as late as early 2023 which affected attendance and movie productions for X years" @alexeliasson on X 2025-01-29 16:01:18 UTC 28.4K followers, 2161 engagements
"For the last 1-year (& 2-years) Halyk $HSBK $hsbk.l has massively outperformed $KSPI. At 2.8x p/e (& +15% dividend) the recent digital transformation isn't priced in whatsoever - and it doesn't take much to continue outperform" @alexeliasson on X 2023-11-26 16:05:39 UTC 28.3K followers, 5965 engagements
"Autoinjectors Wearable Injectors Connected Drug Delivery Devices - and so on - are transforming medicine delivery a growth market and Gerresheimer is a recognized leader or top challenger across multiple segments. 3/4" @alexeliasson on X 2025-07-10 09:02:39 UTC 28.3K followers, 7318 engagements
"The share price never really recovered post Covid-19. In 2023 $IMAX tried to acquire the last XX% of not already owned - but was rebuffed by minorities. (bid $XX trading at $X today)" @alexeliasson on X 2025-01-29 16:01:17 UTC 28.4K followers, 2188 engagements
"Now that the business has reached sufficient scale we're seeing operating leverage kick in - and the impact is massive" @alexeliasson on X 2025-07-20 12:03:05 UTC 28.4K followers, 1560 engagements
"The Thai Stock Exchange is down -XX% YTD trailing several other markets by a delta of XX percentage points. Starting the year it already had 2-3 years of underperformance. Brutal valuation-compression Plenty of explanations. I'm a buyer of quality here" @alexeliasson on X 2025-06-30 11:14:29 UTC 28.4K followers, 99.3K engagements
"Gerresheimer $GXI - a global leader in Drug Delivery Systems and Medicine Packaging was slaughtered -XX% the last year in a bull-market over missing on earnings and lowered guidance. 1/4" @alexeliasson on X 2025-07-10 09:02:37 UTC 28.4K followers, 48.3K engagements
"My main focus right now is Wealth Management - as it creates a sticky revenue base. scrolls for emoji's 🚀🚀🚀" @alexeliasson on X 2025-07-20 12:03:04 UTC 28.4K followers, 1721 engagements
"Net Profit +37% YoY 10-Year CAGR +25% ROE XX% 🎭 Entertainment GMV +340% 📊 Investment platform MAU +300% 📄 Insurance premiums +84% 👪 Super-App MAU +38% (37% of population) 🛍 Marketplace GMV +65% XXX P/E + XX% dividend too cheap 🙃 🧵on $HSBK $hsbk.l 👇" @alexeliasson on X 2023-11-26 16:05:27 UTC 28.3K followers, 170.2K engagements
"Approximately XX% of total IMAX theatres world-wide are in China and are owned by IMAX China (which in turn $IMAX owns XX% of)" @alexeliasson on X 2025-01-29 16:01:16 UTC 28.4K followers, 2289 engagements
"Halyk $HSBK Q1: Net Interest Income +30.1% Fee & Commission Income +13.4% Net Profit +54.5% 🚀 ROE XXXX% ( +7 p.p.) Cost-to-Income -XXXX% ( -XXX p.p) 👏" @alexeliasson on X 2025-05-19 07:39:51 UTC 28.3K followers, 25.3K engagements
"1) Last week SBI filed to IPO it's wholly owned Shinsei Bank in H2. Whisper valuation is $10-13.5b. A significant number in the context of current market cap but also a strategic streamlining of the Banking Securities and Asset Management business" @alexeliasson on X 2025-07-16 09:21:53 UTC 28.4K followers, 1672 engagements
"Last month the CEO announced plans to double headcount in Hong Kong in the coming years - and we're still just scratching the surface. Moreover the data Ive compiled shows that the Hong Kong expansion has already proven highly beneficial" @alexeliasson on X 2025-07-20 12:03:01 UTC 28.4K followers, 2097 engagements
"@DidrikRommen I've had $FUTU as the largest holding since low 90's. It got too big so I cut it in half the last week. Put the returns almost exclusively in $TIGR which has lagged. I'll pitch it the coming weeks and perhaps you'll like it. Thanks for your kind words mate" @alexeliasson on X 2025-07-12 09:03:57 UTC 28.4K followers, XXX engagements
"SBI $8473.jp m/cap $11.3b #1 Retail Broker ($FTK/$HOOD) in Japan Vertical integrated offering its own ETFs Mutual Funds and Wealth Management products. FY2024: Net Profit: +85% (ROE XXXX% +5.1 p.p.) +$1.2b Net profit NTM (10 p/e) X major catalysts in H2👇" @alexeliasson on X 2025-07-16 09:21:52 UTC 28.4K followers, 37K engagements
"Halyk $HSBK closed today with a 1-year return of +50% in USD. 10-year high. The stock is trading at 4x p/e and 12-14% dividend supported by weekly buybacks from management. Still a top holding" @alexeliasson on X 2025-03-17 16:58:40 UTC 28.3K followers, 13.1K engagements
"Although I'm very grateful for the print 🧧💵by $FUTU this year - it's getting frothy and I've started to unload. Pay up 12x the market cap of $TIGR but only get 2.5x the customers (and similar growth rates) Switcheroo 🏇" @alexeliasson on X 2025-07-20 12:03:09 UTC 28.4K followers, 1991 engagements
"Tiger is guiding for 150000 new accounts in FY2025 - but smashed the expectations with adding 60900 already in Q1 (40% of the annual target). Can't wait for the upward revisions" @alexeliasson on X 2025-07-20 12:03:05 UTC 28.4K followers, 1655 engagements
"@DidrikRommen I'm neck-deep in $TIGR so I certainly hope you're right 😅 Have a great weekend champ" @alexeliasson on X 2025-07-18 06:55:25 UTC 28.4K followers, XXX engagements
"Similar to $LOGO $FNOX & $EPSIL is Macompta $MLMCA.PA in France - which I've been accumulating throughout the spring. You can find the pitch on my mate @NiklasOlof blog (and make sure to give him a follow)" @alexeliasson on X 2025-05-08 07:12:27 UTC 28.4K followers, 7420 engagements
"@Thy_Scapegoat @BillieBillion1 I understand it goes against the academic research but in reality quality companies get traded down all the time - for whatever small (& temporary) reasons. Case in point super-quality $FUTU was down to 13.2x p/e earlier this year" @alexeliasson on X 2025-07-20 15:14:13 UTC 28.4K followers, XXX engagements
"TL;DR EV/Screen $300k Record () box office 2025 & 2026 $IMAX bid at $XX protects downside Dividend reinstated () EV/"normalized"-profit 5x next 12m China stimmies play () world-class brand New higher bid from $IMAX () R/R ✅" @alexeliasson on X 2025-01-29 16:01:20 UTC 28.4K followers, 7909 engagements
"@R2Discovery In Europe my largest Software holding is Tinexta $tnxt.mi p/e 7x for InfoCert (100% recurring revenue) is such a steal IMHO. Also" @alexeliasson on X 2025-04-10 10:31:07 UTC 28.4K followers, 5278 engagements
"Singapore already a well-established profit center- much like Germany is for $FTK.DE or Sweden is for $SAVE - still delivered impressive 60-100% growth rates across several segments" @alexeliasson on X 2025-07-20 12:02:58 UTC 28.4K followers, 7457 engagements
"CIMB new SOTP on $BABA's in light of the escalating investments needed to fight the "new" instant commerce war between Meituan and $JD. Back to pre-DeepSeek valuation again" @alexeliasson on X 2025-07-11 09:18:08 UTC 28.4K followers, 13.2K engagements
"Halyk's investment platform has reached one million clients with transaction volume multiplying several timesone of the most exciting long-tail opportunities in this case imho. $HSBK" @alexeliasson on X 2025-03-27 14:18:31 UTC 28.3K followers, 16.4K engagements
"Their entry into the United States is small and for me at least irrelevant at this point. As all the licenses are already in place and products/markets are already established - one can look at it as purely incremental nonetheless" @alexeliasson on X 2025-07-20 12:03:03 UTC 28.4K followers, 1822 engagements
"LVMH $mc.pa har nu en totalavkastning p ca. X% under X r. ev/ebit 35x - 15x ev/s 6x - 3.5x Nr r ni kpare" @alexeliasson on X 2025-04-15 08:23:37 UTC 28.4K followers, 40.7K engagements
"Gerresheimer $GXI ends discussions with private equity removing a potential short-term catalyst" @alexeliasson on X 2025-07-17 01:16:07 UTC 28.3K followers, 17.8K engagements