# ![@capytalmgmt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1691393020288229376.png) @capytalmgmt Capytal Management

Capytal Management posts on X about $2722hk, in the, company, $fnma the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1691393020288229376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691393020288229376/c:line/m:interactions.svg)

- [--] Week [------] +104%
- [--] Month [------] -62%
- [--] Months [-------] +2,414%
- [--] Year [-------] +10,396%

### Mentions: [--] [#](/creator/twitter::1691393020288229376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691393020288229376/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [--] +59%
- [--] Months [---] +474%
- [--] Year [---] +1,491%

### Followers: [-----] [#](/creator/twitter::1691393020288229376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691393020288229376/c:line/m:followers.svg)

- [--] Week [-----] +40%
- [--] Month [-----] +57%
- [--] Months [-----] +718%
- [--] Year [-----] +1,868%

### CreatorRank: [-------] [#](/creator/twitter::1691393020288229376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691393020288229376/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39.52% [stocks](/list/stocks)  20.16% [technology brands](/list/technology-brands)  12.9% [countries](/list/countries)  10.48% [cryptocurrencies](/list/cryptocurrencies)  #7535 [automotive brands](/list/automotive-brands)  4.03% [social networks](/list/social-networks)  1.61% [travel destinations](/list/travel-destinations)  1.61% [luxury brands](/list/luxury-brands)  0.81% [currencies](/list/currencies)  0.81%

**Social topic influence**
[$2722hk](/topic/$2722hk) #1, [in the](/topic/in-the) 14.52%, [company](/topic/company) 12.1%, [$fnma](/topic/$fnma) 12.1%, [$fmcc](/topic/$fmcc) 12.1%, [$tnzto](/topic/$tnzto) 11.29%, [$1133hk](/topic/$1133hk) #1, [$cyd](/topic/$cyd) #1, [gold](/topic/gold) 8.06%, [$psix](/topic/$psix) 7.26%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@iqbalyusuf1994](/creator/undefined) [@illyquid](/creator/undefined) [@maiuspartners](/creator/undefined) [@simeonresearch](/creator/undefined) [@floebertus](/creator/undefined) [@siyul](/creator/undefined) [@chipflare](/creator/undefined) [@mvcinvesting](/creator/undefined) [@gilescapital](/creator/undefined) [@blondesnmoney](/creator/undefined) [@jaminvest](/creator/undefined) [@rubicon59](/creator/undefined) [@azbroker](/creator/undefined) [@bailikaa](/creator/undefined) [@nicosintichakis](/creator/undefined) [@billackman](/creator/undefined) [@swisstportfolio](/creator/undefined) [@mirror_mystery](/creator/undefined) [@tommydeepwater](/creator/undefined)

**Top assets mentioned**
[China Yuchai International Ltd. (CYD)](/topic/$cyd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CatCoin (CAT)](/topic/$cat) [Cummins Inc. (CMI)](/topic/$cmi) [Validity (VAL)](/topic/$val) [Alibaba Group (BABA)](/topic/$baba) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [SPDR GOLD ETF (GLD)](/topic/$gld) [Dell Technologies, Inc. (DELL)](/topic/dell)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$1133.HK January recap Revenue +34% Net income +20% Announced [--] new project signings too (lost count of how many project wins they secured) $1133.HK Well there it is Profits +57% yoy driven by revenue growth and improved product profitability. This is despite tougher comps due to a $500m credit impairment reversal last year https://t.co/Y2hSc4oOti $1133.HK Well there it is Profits +57% yoy driven by revenue growth and improved product profitability. This is despite tougher comps due to a $500m credit impairment reversal last year https://t.co/Y2hSc4oOti"  
[X Link](https://x.com/capytalmgmt/status/2022265612203135362)  2026-02-13T11:04Z [----] followers, [----] engagements


"Pretty funny because I literally started looking at it today I think $RDDT made a great point about being the authentic deep engagement platform in today's algo-driven genAI society where there is a lack of trust Advertisers seem to like the direct feedback from Reddit comments making them more willing to place ads $RDDT likes to sandbag guidance. They guided 50% revenue growth for the past few quarters and revenue actually grew 70-80%. Not surprised if they beat their Q1/26 guidance easily That's all I know so far https://twitter.com/i/web/status/2022340903017533904"  
[X Link](https://x.com/capytalmgmt/status/2022340903017533904)  2026-02-13T16:03Z [----] followers, [---] engagements


"Can someone please tell me what is the source of outperformance of this portfolio for the next [--] years All seem fairly priced in to me $BRK.B $AXP $BYD $MA $BAC $RACE"  
[X Link](https://x.com/capytalmgmt/status/2021819053766242654)  2026-02-12T05:30Z [----] followers, [----] engagements


"Please follow them they are much smarter than me I met some smart guys in Singapore while going through their stock market. They are very underfollowed: @Iqbal_yusuf1994 @illyquid @capytalmgmt I met some smart guys in Singapore while going through their stock market. They are very underfollowed: @Iqbal_yusuf1994 @illyquid @capytalmgmt"  
[X Link](https://x.com/capytalmgmt/status/2022335414137499803)  2026-02-13T15:41Z [----] followers, [----] engagements


"I can see $RIG trending towards $GMS.L metrics-wise post-merger: high utilization rate dayrates trending up and deleveraging the balance sheet to the point where equity holders can receive distributions as well (either buybacks or dividends). Incredible fleet oil majors offsetting production declines by investing in long-term deepwater projects makes a lot of sense. This is the best page to follow on anything offshore $RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm of"  
[X Link](https://x.com/capytalmgmt/status/2022709884912046248)  2026-02-14T16:29Z [----] followers, [----] engagements


"Just found a company that sells diesel engine components to BOTH Chongqing M&E $2722.HK and $CYD They also sell components to BYD and Seres and recently added another large undisclosed NEV customer 20x 2026E P/E though Slightly on the high side but supported by 30% revenue growth and 76% earnings growth $603950.SH Xiangyang Changyuandonggu Industry Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf"  
[X Link](https://x.com/capytalmgmt/status/1993689554755403928)  2025-11-26T14:33Z [----] followers, [----] engagements


"Another natural gas equipment supplier Yantai Jereh Oilfield Services Group is up 8% today after announcing a partnership with Kawasaki Heavy Industries to enter the North American data center market Himile Mechanical Science and Technology (002595) is quite interesting Three Segments #1 (52% of revenue) Tire molds to motorcycles aircrafts passenger cars and commercial vehicles #2 (37% of revenue) Casting and precision machining of natural gas and wind turbine parts (GE https://t.co/oRnZgUnE6X Himile Mechanical Science and Technology (002595) is quite interesting Three Segments #1 (52% of"  
[X Link](https://x.com/capytalmgmt/status/2004389531274104834)  2025-12-26T03:11Z [----] followers, [----] engagements


"Seeing multiple sources quoting Bytedance is tendering 1GW DC in Inner Mongolia Kaiyuan Securities is estimating 5GW of new AIDC capacity in China in [----] and another 8-10 GW in [----] Why Inner Mongolia Green low cost power cheaper land natural cooling due to cold climate and low latency to Beijing (5 milliseconds) $2722.HK $CYD Maybe $GDS $BIDU are interesting too https://twitter.com/i/web/status/2010286599171682555 https://twitter.com/i/web/status/2010286599171682555"  
[X Link](https://x.com/capytalmgmt/status/2010286599171682555)  2026-01-11T09:44Z [----] followers, 28.7K engagements


"$600589 Dawei Technology could be the training version of $GDS's inference-focused land bank based on the asset locations. 130MW planned capacity in Zhangbei Hebei with 60MW already delivered to a leading internet client (rumored to be ByteDance) expecting RMB163m of annual revenue. 600MW planned capacity in Taibus Banner Inner Mongolia. Construction in [--] 120MW phases starting in Oct/25. These computing capacities serve the demand from the Beijing-Tianjin-Hebei region. Integrated source-grid-load-storage + AIDC in line with government policies. A near-term catalyst includes winning some of"  
[X Link](https://x.com/capytalmgmt/status/2011845232808378798)  2026-01-15T16:57Z [----] followers, [---] engagements


"Behind the paywall some companies have not been previously mentioned One company: similar to $2722.HK $CYD but with another interesting product Another company: similar to $APM.TO $SBI.TO Is SK Hynix in the portfolio given my prior tweets Portfolio Update (Incoming Paywall) Annual 50% return goal achieved in [----] Subscribe to see my latest portfolio https://t.co/YBGgg5MHSY Portfolio Update (Incoming Paywall) Annual 50% return goal achieved in [----] Subscribe to see my latest portfolio https://t.co/YBGgg5MHSY"  
[X Link](https://x.com/capytalmgmt/status/2014537955466154257)  2026-01-23T03:17Z [----] followers, [----] engagements


"@MaiusPartners $PSIX could be $2338.HK way to enter the US power market. I think between them there is not a lot of related-party sales"  
[X Link](https://x.com/capytalmgmt/status/2015806033680331120)  2026-01-26T15:16Z [----] followers, [---] engagements


"Apologies for the spam Another China AIDC news $BABA: Alibaba is considering increasing its AI capex from RMB380b to RMB480b over the next [--] years (+26%) one year after announcing this goal Let's see if there is any indication in their next earnings call $2722.HK $CYD $2338.HK Takeaways from the CYD IPO Prospectus Another datapoint for China AIDC buildout Link in bio https://t.co/e5nVa5O0K5 Takeaways from the CYD IPO Prospectus Another datapoint for China AIDC buildout Link in bio https://t.co/e5nVa5O0K5"  
[X Link](https://x.com/capytalmgmt/status/2016898272150114596)  2026-01-29T15:36Z [----] followers, [----] engagements


"@blondesnmoney At least owning SK Hynix can give indirect exposure to Kioxia still sad"  
[X Link](https://x.com/capytalmgmt/status/2017081748325356004)  2026-01-30T03:45Z [----] followers, [---] engagements


"Can HongKong Land (H78) work from here - Recycling capital to pay down debt/daily share buybacks. 70% of US$4b [----] target already completed - Trades at 62% of NAV - Launching SG's largest private RE fund already seeded some prime assets to the fund with the intention to grow to US$100b AUM by [----] - Chief Commercial Officer and CIO bought shares this month - Rates likely coming down HK commercial markets revaluation https://twitter.com/i/web/status/2017169382708023787 https://twitter.com/i/web/status/2017169382708023787"  
[X Link](https://x.com/capytalmgmt/status/2017169382708023787)  2026-01-30T09:33Z [----] followers, [----] engagements


"Timely Rate Hike Sought at Jan. BOJ Meeting: Summary Still upside to Japanese regional banks $8393.T $8392.T $8399.T $8386.T https://www.nippon.com/en/news/yjj2026020200281/ (Slightly Outdated Article) Banking on These Low Multiples $8393.T $8399.T Given the latest developments in the Japanese Government Bond yield curves I decided to publish this article I wrote in Nov/25. It was not published because I was working on other ideas and the https://t.co/aMamNYVT85 https://www.nippon.com/en/news/yjj2026020200281/ (Slightly Outdated Article) Banking on These Low Multiples $8393.T $8399.T Given"  
[X Link](https://x.com/capytalmgmt/status/2018597863987540195)  2026-02-03T08:10Z [----] followers, [---] engagements


"Here is Mizuho's Dec/25 quarterly earnings The loan yield is picking up much faster than cost of deposits due to rate hikes NIM on Japanese loans increased from 0.76% in FY23 to 1.08% in the latest quarter"  
[X Link](https://x.com/capytalmgmt/status/2018599072278753759)  2026-02-03T08:14Z [----] followers, [---] engagements


"National Bank raised $TNZ.TO target price to $66 from $52. Chill out https://www.theglobeandmail.com/investing/markets/inside-the-market/article-tuesdays-analyst-upgrades-and-downgrades-280/intcmp=gift_expired Is This Happening Again Revisiting Another Old Friend $TNZ.TO https://t.co/W64O0eKaQz https://www.theglobeandmail.com/investing/markets/inside-the-market/article-tuesdays-analyst-upgrades-and-downgrades-280/intcmp=gift_expired Is This Happening Again Revisiting Another Old Friend $TNZ.TO https://t.co/W64O0eKaQz"  
[X Link](https://x.com/capytalmgmt/status/2018725844005629970)  2026-02-03T16:38Z [----] followers, [---] engagements


"I think anyone can rate credit but being a credit rating firm requires a SEC license to become a NRSRO. Not saying its hard to obtain though but also dont think the market or the government needs [---] credit rating firms Why can't it Why can't it"  
[X Link](https://x.com/capytalmgmt/status/2018988507931476155)  2026-02-04T10:02Z [----] followers, [---] engagements


"Great article The credit market is sometimes lost in retail investors' minds but a key barometer of the overall health of financial markets. Did not think about the refinancing risk much regarding BDCs until I came across this post Lot of questions about BDCs lately. Wrote a primer. What they are. How the fees work. Why the liability side can blow up faster than the asset side. Check out Part [--] here (link below): https://t.co/Pg4K4yQpHK Lot of questions about BDCs lately. Wrote a primer. What they are. How the fees work. Why the liability side can blow up faster than the asset side. Check out"  
[X Link](https://x.com/capytalmgmt/status/2021128215369236641)  2026-02-10T07:44Z [----] followers, [---] engagements


"@Jam_invest I didn't understand what that fish farm was and didn't buy"  
[X Link](https://x.com/capytalmgmt/status/2021904741127926143)  2026-02-12T11:10Z [----] followers, [---] engagements


"Quick article summarizing the recent developments in China's AIDC market $2722.HK $CYD $GDS $BIDU"  
[X Link](https://x.com/capytalmgmt/status/2010996897646067795)  2026-01-13T08:46Z [----] followers, [----] engagements


"The timing of my latest article could not have been funnier. This is two hours after my article came out: $GDS: DayOne repurchased US$385m worth of its shares from GDS. Same valuation as DayOne's Series C funding round when it raised US$2b a week ago. Money to be used to invest in the core business in China GDS is increasingly excited about China's AIDC development Quick article summarizing the recent developments in China's AIDC market $2722.HK $CYD $GDS $BIDU https://t.co/muGouNonVS Quick article summarizing the recent developments in China's AIDC market $2722.HK $CYD $GDS $BIDU"  
[X Link](https://x.com/capytalmgmt/status/2011064421817426021)  2026-01-13T13:14Z [----] followers, [----] engagements


"@siyul Thanks for the writeup Any thoughts on gold streaming (royalty) companies vs miners in general"  
[X Link](https://x.com/capytalmgmt/status/2015434063860175255)  2026-01-25T14:38Z [----] followers, [----] engagements


"Weichai Power $2338.HK might be interesting Competitor to $1133.HK and $CYD for domestic diesel engines Signed SOFC license with Ceres Power for SOFC manufacturing Accelerating earnings and revenue growth helped by the transition to renewable solutions and AIDC"  
[X Link](https://x.com/capytalmgmt/status/2015760448348659849)  2026-01-26T12:15Z [----] followers, [----] engagements


"Does anyone know Sumitomo Bakelite ($4203.T) One of the top suppliers of EMC a key material mentioned in the article (wraps the chip to protect it from damage and dust maintains the stacked chips and manages heat) This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why"  
[X Link](https://x.com/capytalmgmt/status/2018976094486208512)  2026-02-04T09:13Z [----] followers, [----] engagements


"Are moats really worth paying up so much $SPGI is guiding 6-8% revenue growth and 10% EPS growth for [----] yet it trades at 21x forward P/E despite today's share price decline This doesn't include potential issues in their Market Intelligence business. I like their Ratings and Indices businesses though https://twitter.com/i/web/status/2021267674119143477 https://twitter.com/i/web/status/2021267674119143477"  
[X Link](https://x.com/capytalmgmt/status/2021267674119143477)  2026-02-10T16:59Z [----] followers, [----] engagements


"Let's add another one to this funny accounting thread - this time it is $META's data center joint venture in Louisiana - $12.3b minimum lease commitment beginning in [----]. 4-year initial lease term option to renew for a total lease period of [--] years - Residual value guarantee in case $META terminates the lease making up the shortfall in lease payments - Estimated maximum exposure to loss is $46b Guess what this data center is NOT consolidated in $META's financials. They claim they don't have the power to direct the activities of the data center and are not the primary beneficiary of the"  
[X Link](https://x.com/capytalmgmt/status/2021908461509107912)  2026-02-12T11:25Z [----] followers, [---] engagements


"https://gu.qq.com/resources/shy/news/detail-v2/index.html#/indexid=nesSN20260211204108a6ef0d2e&s=b&prefer_reader_view=1&prefer_safari=1 https://www.hegang.gov.cn/hegang/hgxw/202601/84747.shtml https://gu.qq.com/resources/shy/news/detail-v2/index.html#/indexid=nesSN20260211204108a6ef0d2e&s=b&prefer_reader_view=1&prefer_safari=1 https://www.hegang.gov.cn/hegang/hgxw/202601/84747.shtml"  
[X Link](https://x.com/capytalmgmt/status/2022265755270869275)  2026-02-13T11:05Z [----] followers, [---] engagements


"@chipflare If I can figure out which one wins in the next [--] months (or even the next month) I would invest. My only worry is that it turns into $BABA vs Meituan instant retail or the electric vehicle industry"  
[X Link](https://x.com/capytalmgmt/status/2022740060052099129)  2026-02-14T18:29Z [----] followers, [--] engagements


"@mvcinvesting According to the news release the research institution reserved a multi-thousand-GPU cluster very significant given that $NBIS total capacity is [-----] GPUs as of Mar/25 albeit expanding rapidly"  
[X Link](https://x.com/capytalmgmt/status/1932357654766313865)  2025-06-10T08:42Z [----] followers, [----] engagements


"@SimeonResearch_ I believe that $PSIX's moat is much smaller than $CAT and $CMI. It focuses more on the generator assembly side rather than engine manufacturing. I like it since it is growing much faster and more pure-play. XMH I think I wanna be involved again once they solve the tax issue"  
[X Link](https://x.com/capytalmgmt/status/1984312467657539599)  2025-10-31T17:32Z [----] followers, [---] engagements


"@illyquid Don't worry good news today - State Grid is launching its 3rd tender. Electricity meters energy meters and current transformers prices are up 44-47% vs the 2nd tender"  
[X Link](https://x.com/capytalmgmt/status/1988804182858727656)  2025-11-13T03:00Z [----] followers, [----] engagements


"For the folks waiting for $2722.HK earnings Cummins $CMI already gave a partial answer in their Q4/25 earnings: The CQC JV earnings increased by 133% in Q4/25 and 48% for FY25 Let's see how much CHET makes $2722.HK $2722.HK"  
[X Link](https://x.com/capytalmgmt/status/2021167483806228879)  2026-02-10T10:20Z [----] followers, [----] engagements


"If Seedance [---] is indeed China's ChatGPT moment my circle of competence tells me to focus on power equipment and data center supply chain stocks that are still trading at decent valuations (not the 70x P/E stocks please) Power equipment: $1133.HK Data center supply chain: diesel engine block ($2722.HK $CYD $2338.HK) $ACMR cooling ($1651.HK) Transformers: $600089.SH Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes."  
[X Link](https://x.com/capytalmgmt/status/2022734965524549861)  2026-02-14T18:09Z [----] followers, [---] engagements


"If Seedance [---] is indeed China's ChatGPT moment my circle of competence tells me to focus on power equipment and data center supply chain stocks that are still trading at decent valuations (not the 70x P/E stocks please) Power equipment: $1133.HK Data center supply chain: diesel engine block ($2722.HK $CYD $2338.HK) $ACMR cooling ($1651.HK) Transformers: $600089.SH Unlike the developed world China doesn't have a power shortage issue. Utilities in China (like $VST $TLN) are unlikely to see a major surge in electricity prices absent extraordinary events. There is ample power capacity and"  
[X Link](https://x.com/capytalmgmt/status/2022740905468530842)  2026-02-14T18:33Z [----] followers, 10.1K engagements


"Looks like Bytedance will deploy chips at a rapid pace soon Alibaba is also considering increasing its planned three-year capex investment in AI infrastructure from RMB380b to RMB480b Tencent is relatively quiet on the sidelines Let's see if this translates into more data center tenders and large buildouts $2722.HK $2338.HK $CYD Follow-up on ByteDances chip ambitions: Chinese outlet LanJing News reports the company is now scaling up hiring for its chip team across Beijing Shanghai and Shenzhen. Roles span chip architecture SoC design and more. Key detail: the team has already taped out"  
[X Link](https://x.com/capytalmgmt/status/2023090463411187806)  2026-02-15T17:42Z [----] followers, [---] engagements


"@rubicon59 Agreed on this one they would rather own 80% of a more valuable $FNMA $FMCC rather than 99% of a much less valuable $FNMA $FMCC. Imagine seeing the stock price crash as they put this stake into the SWF and upset all the banks and HFs"  
[X Link](https://x.com/capytalmgmt/status/1960587860190327102)  2025-08-27T06:19Z [----] followers, [---] engagements


"$FNMA $FMCC BOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOM https://t.co/6WOlvtAJOE BOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOM https://t.co/6WOlvtAJOE"  
[X Link](https://x.com/capytalmgmt/status/1960673442975637881)  2025-08-27T11:59Z [----] followers, [----] engagements


"$FNMA $FMCC just a reminder from Ackman's presentation $FNMA $FMCC IPO is definitely happening now $FNMA $FMCC IPO is definitely happening now"  
[X Link](https://x.com/capytalmgmt/status/1961428765789368760)  2025-08-29T14:00Z [----] followers, [----] engagements


"Two Interesting Spinoffs Sony Financial Group (TSE: 8729) $8729.JP Lum Chang Creations (Catalist: LCC) $LCC.SI"  
[X Link](https://x.com/anyuser/status/1977639928734613510)  2025-10-13T07:37Z [----] followers, [---] engagements


"$SBI.TO #SRB with great production numbers heading into a higher gold prices environment in Q3. Fantastic Q3 [----] production results and operational highlights Operational highlights: 📈 Record quarterly gold production of [-----] oz ⛏ [----] m of horizontal development 🪙Cash at [--] Sept 2025: $38.8m ✅On track to achieve [----] production guidance https://t.co/bNi5wSQz3K https://t.co/NItY5DcbtJ Q3 [----] production results and operational highlights Operational highlights: 📈 Record quarterly gold production of [-----] oz ⛏ [----] m of horizontal development 🪙Cash at [--] Sept 2025: $38.8m ✅On track to"  
[X Link](https://x.com/capytalmgmt/status/1978070660095103486)  2025-10-14T12:09Z [----] followers, [---] engagements


"Gradually selling down the gold positions - things got a bit crowded and I should have exited earlier Might end up being wrong on this but I like $9998.HK much better $GLD $GDX - the gold trade got really crowded within a month Reexamining what to do with the holdings $GLD $GDX - the gold trade got really crowded within a month Reexamining what to do with the holdings"  
[X Link](https://x.com/capytalmgmt/status/1980999731284492460)  2025-10-22T14:08Z [----] followers, [----] engagements


"One of the weirdest companies I found - $591.HK. They sell high-precision automation instruments and have a ton of cash ($1456m vs $300m market cap) but the stock was suspended from 2012-2023 because they didn't want to disclose info to auditor😂. No dividends unfortunately"  
[X Link](https://x.com/capytalmgmt/status/1982748858590573014)  2025-10-27T09:59Z [----] followers, [----] engagements


"The previous post had the wrong backlog number for Feb/25 backlog is growing not declining"  
[X Link](https://x.com/capytalmgmt/status/1984251818222948527)  2025-10-31T13:31Z [----] followers, [---] engagements


"Chongqing M&E $2722.HK is dropping a lot for some reason trading below 10x P/E now"  
[X Link](https://x.com/capytalmgmt/status/1985593195204657301)  2025-11-04T06:21Z [----] followers, [----] engagements


"Chongqing M&E $2722.HK two days later. Congrats on being added to the MSCI Global Small Cap Index Chongqing M&E $2722.HK is dropping a lot for some reason trading below 10x P/E now Chongqing M&E $2722.HK is dropping a lot for some reason trading below 10x P/E now"  
[X Link](https://x.com/anyuser/status/1986347809231290763)  2025-11-06T08:19Z [----] followers, [----] engagements


"@Iqbal_yusuf1994 Great find I passed this one because I was worried about their borrowing and related party loan missed out another one"  
[X Link](https://x.com/capytalmgmt/status/1987917737436590245)  2025-11-10T16:18Z [----] followers, [---] engagements


"Thank you for following The mission to promote capybara continues"  
[X Link](https://x.com/capytalmgmt/status/1988507151938318572)  2025-11-12T07:20Z [----] followers, [---] engagements


"Capyviction right there Bro is 45% allocated to my left field picks. $9998 $1416 https://t.co/s3KDCawJE9 Bro is 45% allocated to my left field picks. $9998 $1416 https://t.co/s3KDCawJE9"  
[X Link](https://x.com/capytalmgmt/status/1989306794200707172)  2025-11-14T12:17Z [----] followers, [----] engagements


"Happy to share a quick update on Tenaz Energy $TNZ.TO $TNZ and what to look for next. Might have to grab some spacesuits because to the moon we go https://capytalmanagement.substack.com/p/updates-on-tenaz-energy https://capytalmanagement.substack.com/p/updates-on-tenaz-energy"  
[X Link](https://x.com/capytalmgmt/status/1861806296560984382)  2024-11-27T16:16Z [----] followers, [---] engagements


"$TLN Talen Energy is doing the right things - upsizing the buyback and negotiating lower interest rates on their loans. Looking forward to seeing what they can do in 2025"  
[X Link](https://x.com/capytalmgmt/status/1871154378918477867)  2024-12-23T11:22Z [----] followers, [---] engagements


"@AZbroker $FNMA and $FMCC got to exit c-ship at some point and seems like this is the perfect time to do so. Hopefully us shareholders get rightfully rewarded"  
[X Link](https://x.com/capytalmgmt/status/1878498935851151765)  2025-01-12T17:47Z [----] followers, [---] engagements


"Next catalysts for $FNMA and $FMCC: Ackman presentation Scott Bessent confirmation hearing any Trump comments on GSEs and potential uplisting"  
[X Link](https://x.com/capytalmgmt/status/1879484785606971481)  2025-01-15T11:04Z [----] followers, [----] engagements


"@SimeonResearch_ $TNZ.TO - oil and gas company listed in Canada but majority of operations in the Netherlands. Recently did a transformational acquisition but still undervalued imo. Great way to get exposure to TTF gas. Management hinted at future deals"  
[X Link](https://x.com/capytalmgmt/status/1886797644074250326)  2025-02-04T15:23Z [----] followers, [---] engagements


"$TNZ.TO $TNZ share price dropping in recent days is a good opportunity for the company to buy back stock at cheaper prices. Hopefully the NOBV deal closes soon and/or a new accretive deal is announced in the near future Tenaz announces renewal of NCIB: https://t.co/l5HlzCIW4Z Tenaz announces renewal of NCIB: https://t.co/l5HlzCIW4Z"  
[X Link](https://x.com/capytalmgmt/status/1891888329680892287)  2025-02-18T16:31Z [----] followers, [---] engagements


"Initiating starter positions in Huationg Global $41B.SGX (Singaporean engineering company trading well below cash growing profits seeing recent insider purchases) and NTG Clarity $NCI.V (fast-growing IT transformation company in the Middle East)"  
[X Link](https://x.com/capytalmgmt/status/1892552658021437475)  2025-02-20T12:31Z [----] followers, [---] engagements


"Happy to share my views on Nam Cheong Ltd (SGX: 1MZ) an OSV owner in Malaysia. Capy loves surfing https://open.substack.com/pub/capytalmanagement/p/surfing-through-restructured-territoryr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/surfing-through-restructured-territoryr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/capytalmgmt/status/1904067373654847963)  2025-03-24T07:06Z [----] followers, [---] engagements


"FINALLY $TNZ.TO closed the NOBV acquisition. At deal announcement $TNZ.TO expected a cash-to-close of CAD45m but not only did they not have to pay they RECEIVED CAD23m. Self-funded capex as well. Hopefully more information to come regarding reserves/resources in the future"  
[X Link](https://x.com/capytalmgmt/status/1917820695423377830)  2025-05-01T05:57Z [----] followers, [---] engagements


"Please see my latest article on some of my recent investments $1211.HK #BYD $BYDDY $BYDDF $1133.HK #HEI #HarbinElectric $1919.HK #Coscoshipping #Cosco #Shipping $2145.HK #ShanghaiChicmax $VAL Quick update on Tenaz as well - $TNZ.TO Link in bio"  
[X Link](https://x.com/capytalmgmt/status/1922281441301246402)  2025-05-13T13:23Z [----] followers, [---] engagements


"$FNMA and $FMCC are gaining traction Uplisting and writing off the SPS will hopefully be the next catalyst A brief summary of $FNMA and $FMCC hope this helps anyone who wants to get up to speed and hope they exit conservatorship quickly https://t.co/v6khunPdO6 https://t.co/gNBAG9QIeG A brief summary of $FNMA and $FMCC hope this helps anyone who wants to get up to speed and hope they exit conservatorship quickly https://t.co/v6khunPdO6 https://t.co/gNBAG9QIeG"  
[X Link](https://x.com/capytalmgmt/status/1926514454046408995)  2025-05-25T05:43Z [----] followers, [----] engagements


"$FNMA $FMCC after the Trump tweet their shares (even after the rise) are actually less risky compared to in January when privatization of the GSEs was more speculative in nature. I think their shares are more interesting at current levels Capy capy $FNMA and $FMCC are gaining traction Uplisting and writing off the SPS will hopefully be the next catalyst $FNMA and $FMCC are gaining traction Uplisting and writing off the SPS will hopefully be the next catalyst"  
[X Link](https://x.com/capytalmgmt/status/1926631263252742466)  2025-05-25T13:27Z [----] followers, [----] engagements


"@bailikaa Interim target in the next year is gunna be $20-25 if $FNMA $FMCC accelerate the timeline then it can reach $40-45 very soon"  
[X Link](https://x.com/capytalmgmt/status/1926692666529452318)  2025-05-25T17:31Z [----] followers, [---] engagements


"Here are my latest thoughts on $FNMA and $FMCC since my last article in January. The risk becomes lower as share price goes up. Hopefully the momentum continues Privatiziation here we go https://open.substack.com/pub/capytalmanagement/p/updates-on-fanniefreddier=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/updates-on-fanniefreddier=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/capytalmgmt/status/1929453550746157540)  2025-06-02T08:22Z [----] followers, [----] engagements


"Did not see the 20% drop coming right after this article Nothing has changed at $FNMA and $FMCC though Here are my latest thoughts on $FNMA and $FMCC since my last article in January. The risk becomes lower as share price goes up. Hopefully the momentum continues Privatiziation here we go https://t.co/5KCGdCKk3Z https://t.co/AnOc8l7EzC Here are my latest thoughts on $FNMA and $FMCC since my last article in January. The risk becomes lower as share price goes up. Hopefully the momentum continues Privatiziation here we go https://t.co/5KCGdCKk3Z https://t.co/AnOc8l7EzC"  
[X Link](https://x.com/capytalmgmt/status/1930312592687542493)  2025-06-04T17:16Z [----] followers, [----] engagements


"@nicosintichakis @BillAckman @BillAckman @nicosintichakis If the SPS overhang continues to persist even after being uplisted on the NYSE could there be another class-action lawsuit to enable the court (and not the government) to recognize the SPS as deemed repaid"  
[X Link](https://x.com/capytalmgmt/status/1930959466629103646)  2025-06-06T12:06Z [----] followers, [---] engagements


"Great discussion on $NBIS bought a bit a few days ago to monitor this company. Shameless cloner as Pabrai would say @mvcinvesting $NBIS is my largest position and its finally starting to catch the attention of more investors. Ive been talking about it for months so it's time to condense everything in a detailed thread. Heres why I believe $NBIS is one of the best opportunities in the market: 👇🏻🧵 https://t.co/9upLGX7XKS $NBIS is my largest position and its finally starting to catch the attention of more investors. Ive been talking about it for months so it's time to condense everything in a"  
[X Link](https://x.com/capytalmgmt/status/1931016177700262069)  2025-06-06T15:51Z [----] followers, [----] engagements


"$TNZ.TO $TNZ up from C$12 to C$19 since article came out Company keeps executing with call option for another deal. Happy to be a shareholder Happy to share my latest thoughts on $TNZ.TO $TNZ given the recent market volatility. Once the spaceship is refueled my spacesuit will be ready and off to the moon we go https://t.co/95Fx5fj4Ae https://t.co/8F1pxfDQaY Happy to share my latest thoughts on $TNZ.TO $TNZ given the recent market volatility. Once the spaceship is refueled my spacesuit will be ready and off to the moon we go https://t.co/95Fx5fj4Ae https://t.co/8F1pxfDQaY"  
[X Link](https://x.com/capytalmgmt/status/1933111127610912800)  2025-06-12T10:36Z [----] followers, [---] engagements


"Decided to join in on $TSSI Dell customer risk mitigated by multi-year agreement and AI infra demand. The new facility will scale to 15MW compared to 2.7MW today with a long-term goal of 40MW. EBITDA guidance conservative"  
[X Link](https://x.com/capytalmgmt/status/1937183039391670372)  2025-06-23T16:16Z [----] followers, [----] engagements


"Please see article for 1H25 Recap YTD: 29% $PSIX $TSSI $NBIS $TNZ.TO #HEI $FNMA $FMCC $APM.TO $PPIH http://1133.HK http://1133.HK"  
[X Link](https://x.com/capytalmgmt/status/1940703988523192786)  2025-07-03T09:27Z [----] followers, [----] engagements


"Adding more at these discounted prices - $DELL already said they secured $12b new AI server orders in one quarter (exceeds $10b FY25 shipments) and the pipeline is multiples of $14b backlog. $TSSI new facility accommodates that demand meaning good Q2 results Decided to join in on $TSSI Dell customer risk mitigated by multi-year agreement and AI infra demand. The new facility will scale to 15MW compared to 2.7MW today with a long-term goal of 40MW. EBITDA guidance conservative Decided to join in on $TSSI Dell customer risk mitigated by multi-year agreement and AI infra demand. The new facility"  
[X Link](https://x.com/capytalmgmt/status/1944709201743523993)  2025-07-14T10:42Z [----] followers, [----] engagements


"@SwissTPortfolio Although there is no backlog # for $PSIX the Jan/25 5-year engine purchase agreement with Weichai and the annual minimal commitment increasing over time indicated expected strong demand for years to come"  
[X Link](https://x.com/capytalmgmt/status/1947911241223311705)  2025-07-23T06:46Z [----] followers, [---] engagements


"Good update on $PSIX - new credit agreement allows company to borrow $135m (vs $120m in prior agreement) Weichai shareholder loan fully repaid interest rate only increased 10bps without shareholder loan and 2-year maturity (vs [--] year)"  
[X Link](https://x.com/capytalmgmt/status/1951177634253361437)  2025-08-01T07:06Z [----] followers, [----] engagements


"Finding Value in Chongqing New article out $2722.HK https://open.substack.com/pub/capytalmanagement/p/finding-value-in-chongqingr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/finding-value-in-chongqingr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/capytalmgmt/status/1954754649137049603)  2025-08-11T04:00Z [----] followers, [---] engagements


"Established starter positions in XMH Holdings $BQF.SI and $OKP $5CF.SI both undervalued (single-digit PE) with growth trajectory in diesel engine/generators and Singapore construction (particularly cycling paths). Founder owns significant shares let's see"  
[X Link](https://x.com/capytalmgmt/status/1958150948716761589)  2025-08-20T12:55Z [----] followers, [----] engagements


"1H25 Results out Earnings +54% due to Cummins JV (+28%) CQ Hitachi associate income (+157%) and profit inflection from hydro equipment business. Hoping Cummins product and supply chain investments pay off and the chip resumption tailwind helps in 2H25 Finding Value in Chongqing New article out $2722.HK https://t.co/SkHhkVM9fr https://t.co/nL1pLjWh3N Finding Value in Chongqing New article out $2722.HK https://t.co/SkHhkVM9fr https://t.co/nL1pLjWh3N"  
[X Link](https://x.com/capytalmgmt/status/1958187062366257372)  2025-08-20T15:19Z [----] followers, [----] engagements


"Established core position in Serabi Gold $SBI.TO #SRB.L. Unsure why a gold miner growing production by 20-25% this year and another 30% next year expecting to find 1.5-2m ounces of gold (against 60k production in 2026E) want to return FCF etc is trading at 3-4x earnings"  
[X Link](https://x.com/capytalmgmt/status/1960017947289907587)  2025-08-25T16:34Z [----] followers, [----] engagements


"$BQF.SI up 21% on AGM day CEO might have said something real nice about their business Established starter positions in XMH Holdings $BQF.SI and $OKP $5CF.SI both undervalued (single-digit PE) with growth trajectory in diesel engine/generators and Singapore construction (particularly cycling paths). Founder owns significant shares let's see Established starter positions in XMH Holdings $BQF.SI and $OKP $5CF.SI both undervalued (single-digit PE) with growth trajectory in diesel engine/generators and Singapore construction (particularly cycling paths). Founder owns significant shares let's see"  
[X Link](https://x.com/capytalmgmt/status/1961084048690012478)  2025-08-28T15:10Z [----] followers, [----] engagements


"$FNMA $FMCC IPO is definitely happening now SENATE DEMOCRATS URGE TRUMP ADMINISTRATION TO PAUSE IPO PLAN FOR FANNIE FREDDIE SENATE DEMOCRATS PUSH FOR STUDY OF POSSIBLE EFFECTS OF IPO PLAN ON MORTGAGE RATES SENATE DEMOCRATS URGE TRUMP ADMINISTRATION TO PAUSE IPO PLAN FOR FANNIE FREDDIE SENATE DEMOCRATS PUSH FOR STUDY OF POSSIBLE EFFECTS OF IPO PLAN ON MORTGAGE RATES"  
[X Link](https://x.com/capytalmgmt/status/1961427349142204475)  2025-08-29T13:54Z [----] followers, [----] engagements


"One small step for capy one giant leap for capybara Thank you to some of my significant current/former holdings throughout the journey so far (written or not written before): $TNZ.TO $APM.TO $BQF.SI $PSIX $NBIS $1133.HK $2722.HK $ACIC $TPL $TEA.AX"  
[X Link](https://x.com/capytalmgmt/status/1963274123829731627)  2025-09-03T16:13Z [----] followers, [----] engagements


"$FNMA $FMCC what is happening"  
[X Link](https://x.com/capytalmgmt/status/1963293310769910105)  2025-09-03T17:29Z [----] followers, [----] engagements


"Bought a block of gold miners - $GG.V $MMY.V $ALTN.L on the back of major operating leverage from higher gold prices plus production growth visibility and single-digit earnings multiples"  
[X Link](https://x.com/capytalmgmt/status/1963874437725331539)  2025-09-05T07:58Z [----] followers, [----] engagements


"@Floebertus Serabi Gold $SBI.TO $SBR.L is a great cheap and growing gold miner. Hope they consider a share buyback program to buy shares sold by Fratelli at cheap prices. Relatively quiet on that in Q2/25"  
[X Link](https://x.com/capytalmgmt/status/1964755126985666600)  2025-09-07T18:18Z [----] followers, [---] engagements


"Bought one more - CNMC Goldmine Holdings (SGX: $5TP). Owns a gold mine in Malaysia recently increased processing capacity by 60% building new facilities to drive growth. 15x reserve life in both gold and silver solid net cash position and low multiple Bought a block of gold miners - $GG.V $MMY.V $ALTN.L on the back of major operating leverage from higher gold prices plus production growth visibility and single-digit earnings multiples Bought a block of gold miners - $GG.V $MMY.V $ALTN.L on the back of major operating leverage from higher gold prices plus production growth visibility and"  
[X Link](https://x.com/capytalmgmt/status/1964958609416360031)  2025-09-08T07:46Z [----] followers, [---] engagements


"$BQF.SI sold after 45% gain from cost from pure multiple revaluation. Management believes DC growth is sustainable. Could reinvest again if the numbers show $BQF.SI up 21% on AGM day CEO might have said something real nice about their business $BQF.SI up 21% on AGM day CEO might have said something real nice about their business"  
[X Link](https://x.com/capytalmgmt/status/1967469673299263892)  2025-09-15T06:04Z [----] followers, [----] engagements


"Exited $FNMA and $FMCC today. If the SPS is deemed repaid I don't think the market is smart enough to immediately price in the gains to the common and I will come back Seeing other opportunities in the meantime Did not see the 20% drop coming right after this article Nothing has changed at $FNMA and $FMCC though Did not see the 20% drop coming right after this article Nothing has changed at $FNMA and $FMCC though"  
[X Link](https://x.com/capytalmgmt/status/1967583901276389423)  2025-09-15T13:38Z [----] followers, [---] engagements


"Well well well of course a day after I sold $BQF.SI Mitsubishi (their engine supplier) invested a 15% stake in their power gen division at a 12x P/E multiple. Given this news I am reentering with a larger position at a 6-7x P/E multiple for the whole company $BQF.SI sold after 45% gain from cost from pure multiple revaluation. Management believes DC growth is sustainable. Could reinvest again if the numbers show $BQF.SI sold after 45% gain from cost from pure multiple revaluation. Management believes DC growth is sustainable. Could reinvest again if the numbers show"  
[X Link](https://x.com/capytalmgmt/status/1968314914587701593)  2025-09-17T14:03Z [----] followers, [----] engagements


"$LCC.SI Lum Chang Creation is a leading urban revitalization specialist spun off from Lum Chang Holdings. 12-13x for a business that grew revenue by 93% and earnings by 173% in FY25. Order book a bit light good market share in a niche field. Watchlist for now"  
[X Link](https://x.com/capytalmgmt/status/1968581466222182899)  2025-09-18T07:42Z [----] followers, [---] engagements


"$1133.HK Harbin Electric: smart enough to invest too dumb to hold on. Bought at $5 sold at $8 on the hydropower project news but didn't hold long enough for the UBS coverage Please see article for 1H25 Recap YTD: 29% $PSIX $TSSI $NBIS $TNZ.TO #HEI (https://t.co/Tas5YfjKQX) $FNMA $FMCC $APM.TO $PPIH https://t.co/8ntVvBaJow Please see article for 1H25 Recap YTD: 29% $PSIX $TSSI $NBIS $TNZ.TO #HEI (https://t.co/Tas5YfjKQX) $FNMA $FMCC $APM.TO $PPIH https://t.co/8ntVvBaJow"  
[X Link](https://x.com/capytalmgmt/status/1968681296722313612)  2025-09-18T14:19Z [----] followers, [----] engagements


"Hi everyone - please see Capytal Management's latest and evolving views on portfolio management with real-life examples Portfolio Management Investment Horizon Mispricing https://open.substack.com/pub/capytalmanagement/p/portfolio-management-investment-horizonr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/portfolio-management-investment-horizonr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/capytalmgmt/status/1969464298037788833)  2025-09-20T18:10Z [----] followers, [---] engagements


"In another turn of events $BQF.SI received a tax assessment notice from the Indonesian tax authority for S$11m. Not good Well well well of course a day after I sold $BQF.SI Mitsubishi (their engine supplier) invested a 15% stake in their power gen division at a 12x P/E multiple. Given this news I am reentering with a larger position at a 6-7x P/E multiple for the whole company Well well well of course a day after I sold $BQF.SI Mitsubishi (their engine supplier) invested a 15% stake in their power gen division at a 12x P/E multiple. Given this news I am reentering with a larger position at a"  
[X Link](https://x.com/capytalmgmt/status/1969807575983194253)  2025-09-21T16:54Z [----] followers, [----] engagements


"Ka-ching Ka-ching Gold mine stocks are gold And $TNZ.TO learnings on investment research with real-life examples $SBI.TO $SRB.L $5TP (CNMC Goldmine) $GG.V Discover Gold in Gold Miner Stocks https://open.substack.com/pub/capytalmanagement/p/discover-gold-in-gold-miner-stocksr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capytalmanagement/p/discover-gold-in-gold-miner-stocksr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/capytalmgmt/status/1970105828922552741)  2025-09-22T12:40Z [----] followers, [----] engagements


"Sony Financial Group ($8729.T) looks interesting after the spinoff with a major buyback program and a 40-50% payout ratio target. Trading at 9x forward earnings and a 12% shareholder yield. Keeping an eye on it"  
[X Link](https://x.com/capytalmgmt/status/1975119469954703464)  2025-10-06T08:42Z [----] followers, [---] engagements


"$TNZ.TO with another great deal (I was about to update my Q3 portfolio and I sold out of it) - jumped back in off of 3x FCF purchase price and trust in Mr Marino. Lets see what happens $TNZ.TO #TeamMarino out with a massive European natural gas acquisition this morning that will turn the company into a serious player on the production front. Investors have liked every single acquisition so far. Guessing this time is no different. https://t.co/7d7cmrrq3H $TNZ.TO #TeamMarino out with a massive European natural gas acquisition this morning that will turn the company into a serious player on the"  
[X Link](https://x.com/capytalmgmt/status/1975201426101162292)  2025-10-06T14:08Z [----] followers, [---] engagements


"Added Kwan Yong $9998.HK today given the price drop More bad news flow today. Happily anyone who has sold Kwan Yong so far has had their hand bitten off by buyers. I believe new subscribers can now redeem a look past the pay wall. $9998.hk https://t.co/TCPQCAl0H4 More bad news flow today. Happily anyone who has sold Kwan Yong so far has had their hand bitten off by buyers. I believe new subscribers can now redeem a look past the pay wall. $9998.hk https://t.co/TCPQCAl0H4"  
[X Link](https://x.com/capytalmgmt/status/1978734945548873856)  2025-10-16T08:09Z [----] followers, [---] engagements


"$GLD $GDX - the gold trade got really crowded within a month Reexamining what to do with the holdings Ka-ching Ka-ching Gold mine stocks are gold And $TNZ.TO learnings on investment research with real-life examples $SBI.TO $SRB.L $5TP (CNMC Goldmine) $GG.V Discover Gold in Gold Miner Stocks https://t.co/dy4hYS2yyp https://t.co/oILclTrfoQ Ka-ching Ka-ching Gold mine stocks are gold And $TNZ.TO learnings on investment research with real-life examples $SBI.TO $SRB.L $5TP (CNMC Goldmine) $GG.V Discover Gold in Gold Miner Stocks https://t.co/dy4hYS2yyp https://t.co/oILclTrfoQ"  
[X Link](https://x.com/capytalmgmt/status/1979452291267936300)  2025-10-18T07:39Z [----] followers, [----] engagements


"Found this interesting company called Wiseway Group $WWG.AX a logistics and fulfilment company in Australia with an expanding presence in the US. Focused on e-commerce product import trades at 8x P/E and 3x EBITDA with 66% revenue growth not sure if sustainable though"  
[X Link](https://x.com/capytalmgmt/status/1981667861400846674)  2025-10-24T10:23Z [----] followers, [----] engagements


"Anytime a business like Kwan Yong $9998.HK is trading at 5x PE 30% below its cash value pays dividends and is growing its backlog revenue and earnings is worth taking a closer look. Great find Harbin Electric $1133.HK had a similar financial profile and look what they did $9998.hk paywall has been removed as promised. It still trades at LTM PE of [--] with $93.7m in cash and 19% more revenue recognised in this financial year. Can't really buy alot of it but it was a nice 40% win. New domain is also now live. https://t.co/c3DuCmpNoh $9998.hk paywall has been removed as promised. It still trades"  
[X Link](https://x.com/capytalmgmt/status/1981708994315235370)  2025-10-24T13:06Z [----] followers, 14.3K engagements


"Came across another SG construction company called HPC Holdings $1742.HK: net cash = market cap 8x P/E (excluding one-time gains) solid order book (4.5x book-to-bill) growing revenue and earnings More expensive and commercial properties-focused vs Kwan Yong $9998.HK Anytime a business like Kwan Yong $9998.HK is trading at 5x PE 30% below its cash value pays dividends and is growing its backlog revenue and earnings is worth taking a closer look. Great find Harbin Electric $1133.HK had a similar financial profile and look what they did Anytime a business like Kwan Yong $9998.HK is trading at 5x"  
[X Link](https://x.com/capytalmgmt/status/1982110127902835179)  2025-10-25T15:40Z [----] followers, [----] engagements


"Building Up Knowledge in Singaporean Construction New article out Capy Capy Companies mentioned: Kwan Yong $9998.HK HPC Holdings $1742.HK CTR Holdings $1416.HK https://open.substack.com/pub/capytalmanagement/p/building-up-knowledge-in-singaporeanr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/capytalmanagement/p/building-up-knowledge-in-singaporeanr=oqugx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/capytalmgmt/status/1982349577492811809)  2025-10-26T07:32Z [----] followers, [----] engagements


"CTR $1416.HK still cheap at 4x P/E even after the run-up today Insane price movement Building Up Knowledge in Singaporean Construction New article out Capy Capy Companies mentioned: Kwan Yong $9998.HK HPC Holdings $1742.HK CTR Holdings $1416.HK https://t.co/hIulXoV0P5 https://t.co/9sJRexLau3 Building Up Knowledge in Singaporean Construction New article out Capy Capy Companies mentioned: Kwan Yong $9998.HK HPC Holdings $1742.HK CTR Holdings $1416.HK https://t.co/hIulXoV0P5 https://t.co/9sJRexLau3"  
[X Link](https://x.com/capytalmgmt/status/1982681410621284769)  2025-10-27T05:30Z [----] followers, [---] engagements


"UBS is adding insult to injury by upgrading Harbin Electric $1133.HK target price to $25. Me selling this will go down as one of the biggest mistakes of the year $1133.HK Harbin Electric: smart enough to invest too dumb to hold on. Bought at $5 sold at $8 on the hydropower project news but didn't hold long enough for the UBS coverage https://t.co/fYergtFV0H $1133.HK Harbin Electric: smart enough to invest too dumb to hold on. Bought at $5 sold at $8 on the hydropower project news but didn't hold long enough for the UBS coverage https://t.co/fYergtFV0H"  
[X Link](https://x.com/capytalmgmt/status/1982694728761262120)  2025-10-27T06:23Z [----] followers, [----] engagements


"Imura is one of my inspirations incredible track record TV Asahi reminds me of a couple of TV broadcasting names I looked at in Japan like TBS Holdings - large cash and investment securities balance significant real estate holdings TV operations essentially trading for free. Imura formerly a comedian now a major shareholder of TV Asahi lol. Also owns stakes in Ogaki Kyoritsu Bank [----] Kawada Technologies [----] Daisue [----] Justsystems [----] Kanematsu [----] Belluna [----] Yamato [----] etc. Yamato is an HVAC pick I like but order backlogs are thin. https://t.co/iHLFPhfEPq Imura formerly a comedian now"  
[X Link](https://x.com/capytalmgmt/status/1982712838541259063)  2025-10-27T07:35Z [----] followers, [----] engagements


"Although not much has changed since earnings the National Energy Administration said internet and related industries' Q3/25 electricity consumption increased 34% yoy. Good news for Chongqing M&E $2722.HK and others 1H25 Results out Earnings +54% due to Cummins JV (+28%) CQ Hitachi associate income (+157%) and profit inflection from hydro equipment business. Hoping Cummins product and supply chain investments pay off and the chip resumption tailwind helps in 2H25 1H25 Results out Earnings +54% due to Cummins JV (+28%) CQ Hitachi associate income (+157%) and profit inflection from hydro"  
[X Link](https://x.com/capytalmgmt/status/1982724866051846235)  2025-10-27T08:23Z [----] followers, [----] engagements


"Completely out of the gold names for now given better opportunities in SG construction. Good idea but poor execution causing the gains to go from 30-35% to 8%. Gonna mention this in the portfolio update Gradually selling down the gold positions - things got a bit crowded and I should have exited earlier Might end up being wrong on this but I like $9998.HK much better Gradually selling down the gold positions - things got a bit crowded and I should have exited earlier Might end up being wrong on this but I like $9998.HK much better"  
[X Link](https://x.com/capytalmgmt/status/1983171908192612571)  2025-10-28T14:00Z [----] followers, [----] engagements


"Could have never imagined a day where Moutai's growth rate is 1%. Company is still trading at 20x P/E due to the liquor's perceived store of value. Cyclical or structural $600519.CH 📈 Earnings Alert $600519.CH - Kweichow Moutai 3Q EPS Misses Estimates: EPS [-----] yuan est [-----] yuan Net income 19.22b yuan est 21.3b yuan https://t.co/kxXlTdlJBc https://t.co/rE153Ap37q 📈 Earnings Alert $600519.CH - Kweichow Moutai 3Q EPS Misses Estimates: EPS [-----] yuan est [-----] yuan Net income 19.22b yuan est 21.3b yuan https://t.co/kxXlTdlJBc https://t.co/rE153Ap37q"  
[X Link](https://x.com/capytalmgmt/status/1983479662023241761)  2025-10-29T10:22Z [----] followers, [---] engagements


"Does not seem like there are major cash movements between semiannual reporting periods meaning the majority of the $76m number can be reasonably assumed to belong to $1416.HK"  
[X Link](https://x.com/capytalmgmt/status/1984195367743922514)  2025-10-31T09:46Z [----] followers, [---] engagements


"$1416.HK CTR Holdings Interim Results Out Revenue +45% Gross profit +58% (1% GM improvement) Pre-tax profit +112% (operating leverage) Cash and deposits: $76m (from $46m in Feb/25) vs Market cap $51m () Backlog: $385m (vs $253m in Feb/25 and $181m in Aug/24) No divs Building Up Knowledge in Singaporean Construction New article out Capy Capy Companies mentioned: Kwan Yong $9998.HK HPC Holdings $1742.HK CTR Holdings $1416.HK https://t.co/hIulXoV0P5 https://t.co/9sJRexLau3 Building Up Knowledge in Singaporean Construction New article out Capy Capy Companies mentioned: Kwan Yong $9998.HK HPC"  
[X Link](https://x.com/capytalmgmt/status/1984251439405994328)  2025-10-31T13:29Z [----] followers, [---] engagements


"@SimeonResearch_ I think given what $CAT + hyperscaler earnings and the manufacturing ramp-up $PSIX should do well in Q3. Their outlook for [----] also changed from expecting an increase in sales for [----] (Q1) to anticipating strong sales growth for [----] (Q2)"  
[X Link](https://x.com/capytalmgmt/status/1984296423681331678)  2025-10-31T16:28Z [----] followers, [---] engagements


"Precision Tsugami ($1651.HK) with +48% earnings growth in 1H25 exposure to China's NEV and recently entered. AI liquid cooling. Trades at forward P/E of 15x. Last buyback was at HK$33.3 per share vs HK$39.4 share price today. Am I too late"  
[X Link](https://x.com/capytalmgmt/status/1984891702839308439)  2025-11-02T07:53Z [----] followers, [----] engagements


"$2722.HK - Sneak peek of Chongqing Cummins joint venture's Q3 earnings from Cummins. +53% earnings growth is pretty nice (33% YTD showing acceleration) Curious what they will say about China's data center market in the earnings call Chongqing M&E $2722.HK two days later. Congrats on being added to the MSCI Global Small Cap Index https://t.co/92yWnYvCCH Chongqing M&E $2722.HK two days later. Congrats on being added to the MSCI Global Small Cap Index https://t.co/92yWnYvCCH"  
[X Link](https://x.com/capytalmgmt/status/1986432234686144547)  2025-11-06T13:55Z [----] followers, [----] engagements


"$PSIX down 10% with good reports from $CAT and $CMI Is this time different from $2722.HK or more the same"  
[X Link](https://x.com/capytalmgmt/status/1986479556300316874)  2025-11-06T17:03Z [----] followers, [----] engagements


"$PSIX earnings were bad less because of Q3 but more because of the full-year revenue growth rate plus lower margins signalling a major growth deceleration. The drop in my view is justified $PSIX down 10% with good reports from $CAT and $CMI Is this time different from $2722.HK or more the same $PSIX down 10% with good reports from $CAT and $CMI Is this time different from $2722.HK or more the same"  
[X Link](https://x.com/capytalmgmt/status/1986666104463499436)  2025-11-07T05:24Z [----] followers, [----] engagements


"$2722.HK - Another roadshow was conducted on Nov 5-6. Good [----] FY outlook and riding the wave of data center buildout grid upgrades across Europe and power infra buildut in emerging markets. Long-term beneficiary of the Yarlung Tsangpo River Project as well $2722.HK - Sneak peek of Chongqing Cummins joint venture's Q3 earnings from Cummins. +53% earnings growth is pretty nice (33% YTD showing acceleration) Curious what they will say about China's data center market in the earnings call https://t.co/FWKA3tbT3w $2722.HK - Sneak peek of Chongqing Cummins joint venture's Q3 earnings from"  
[X Link](https://x.com/capytalmgmt/status/1986754414657642508)  2025-11-07T11:15Z [----] followers, [----] engagements


"Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out"  
[X Link](https://x.com/capytalmgmt/status/1987440749064118416)  2025-11-09T08:42Z [----] followers, [----] engagements


"Thanks for the shoutout Please follow @illyquid very high-quality content Stf fits squarely in the small following Japanese pfp account category that generates alpha. Also recommend @capytalmgmt Stf fits squarely in the small following Japanese pfp account category that generates alpha. Also recommend @capytalmgmt"  
[X Link](https://x.com/capytalmgmt/status/1987733618295521690)  2025-11-10T04:06Z [----] followers, [---] engagements


"Hopefully $BQF.SI XMH Holdings resolves its tax issues to capitalize on this exponential growth Malaysias data center capacity will more than quadruple beyond [----] to 4GW from 835MW now to become one of the largest data center markets in the Asia-Pacific region media report noting hotspots include Johor Kuala Lumpur and Cyberjaya. Data centers consume around 27000MW Malaysias data center capacity will more than quadruple beyond [----] to 4GW from 835MW now to become one of the largest data center markets in the Asia-Pacific region media report noting hotspots include Johor Kuala Lumpur and"  
[X Link](https://x.com/capytalmgmt/status/1987786996736291003)  2025-11-10T07:38Z [----] followers, [----] engagements


"Good day for the stock - Let's see if it has more room to go still trading at a modest multiple Link below for the folks who haven't seen the latest updates https://capytalmanagement.substack.com/p/quick-updates-on-chongqing-machineryr=oqugx Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf https://capytalmanagement.substack.com/p/quick-updates-on-chongqing-machineryr=oqugx Quick Updates on Chongqing Machinery & Electric Co. Ltd ($2722.HK). Check it out https://t.co/lsZ2YQEFGf"  
[X Link](https://x.com/capytalmgmt/status/1987837607125135799)  2025-11-10T10:59Z [----] followers, [---] engagements


"Just follow this man @Iqbal_yusuf1994 $1416.HK ++200% return in [--] months. This is my second two-bagger this year after $DBO.TO. Even after a 200% run the stock is still trading at a negative EV. https://t.co/GJG8jR3kCU $1416.HK ++200% return in [--] months. This is my second two-bagger this year after $DBO.TO. Even after a 200% run the stock is still trading at a negative EV. https://t.co/GJG8jR3kCU"  
[X Link](https://x.com/capytalmgmt/status/1987924003818975624)  2025-11-10T16:43Z [----] followers, [----] engagements


"$1627.HK Able Engineering - building construction company in HK 8% dividend yield and 4x P/E adjusted for land impairment charges. 14% revenue growth and Northern Metropolis theme. Issue is excessive comp and family ties"  
[X Link](https://x.com/capytalmgmt/status/1988184410156654750)  2025-11-11T09:57Z [----] followers, [----] engagements


"Miyazaki Bank ($8393.T) looks interesting - 7x forward P/E 27% earnings growth increased dividends by 64% to 3.5% yield 0.4x P/B bought back 1.4% of S/O (not a lot but something to start). Looks like a safe bank"  
[X Link](https://x.com/capytalmgmt/status/1988632716741349602)  2025-11-12T15:39Z [----] followers, [----] engagements


"You are being too kind. Out of $3393.HK competitors like $603556 $601567 $300360 only $603556 is growing (flipped back to growth in Q3/25 YTD is still in decline) $3393.HK definitely doing something right There are such incredible folks on this platform. $3393 There are such incredible folks on this platform. $3393"  
[X Link](https://x.com/capytalmgmt/status/1988818231252173067)  2025-11-13T03:56Z [----] followers, [----] engagements


"Nam Cheong - something is smelling I estimate the company is still trading at 5x EV/EBIT with good revenue and earnings visibility due to contracts Not holding the stock right now but evaluating the situation $1MZ.SI Happy to share my views on Nam Cheong Ltd (SGX: 1MZ) an OSV owner in Malaysia. Capy loves surfing https://t.co/A1GIzS74m5 https://t.co/ZgYUWr5vvD Happy to share my views on Nam Cheong Ltd (SGX: 1MZ) an OSV owner in Malaysia. Capy loves surfing https://t.co/A1GIzS74m5 https://t.co/ZgYUWr5vvD"  
[X Link](https://x.com/capytalmgmt/status/1988868017883656466)  2025-11-13T07:14Z [----] followers, [----] engagements


"Portfolio Update Mistakes Controversial AI Capex Commentary Capytal Management's most controversial article so far Beware"  
[X Link](https://x.com/capytalmgmt/status/1989283908928872912)  2025-11-14T10:46Z [----] followers, [----] engagements


"Is This Happening Again Revisiting Another Old Friend $TNZ.TO"  
[X Link](https://x.com/capytalmgmt/status/2011136161595695495)  2026-01-13T18:00Z [----] followers, [----] engagements

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