# ![@phil_hk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1129691307146973185.png) @phil_hk PhilHK

PhilHK posts on X about $0014hk, $0001hk, dividend, $aoiff the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1129691307146973185/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:interactions.svg)

- [--] Week [-----] -60%
- [--] Month [------] +284%
- [--] Months [-------] +168%
- [--] Year [-------] +39%

### Mentions: [--] [#](/creator/twitter::1129691307146973185/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [---] +41%
- [--] Months [---] +258%
- [--] Year [---] +120%

### Followers: [-----] [#](/creator/twitter::1129691307146973185/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:followers.svg)

- [--] Week [-----] +0.51%
- [--] Month [-----] +2.40%
- [--] Months [-----] +9.30%
- [--] Year [-----] +17%

### CreatorRank: [---------] [#](/creator/twitter::1129691307146973185/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1129691307146973185/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38.35% [currencies](/list/currencies)  15.79% [countries](/list/countries)  15.04% [stocks](/list/stocks)  13.53% [travel destinations](/list/travel-destinations)  6.02% [exchanges](/list/exchanges)  2.26% [automotive brands](/list/automotive-brands)  2.26% [technology brands](/list/technology-brands)  1.5% [financial services](/list/financial-services)  1.5% [cryptocurrencies](/list/cryptocurrencies)  0.75%

**Social topic influence**
[$0014hk](/topic/$0014hk) #1, [$0001hk](/topic/$0001hk) #26, [dividend](/topic/dividend) #937, [$aoiff](/topic/$aoiff) 9.02%, [if you](/topic/if-you) 9.02%, [$0041hk](/topic/$0041hk) 7.52%, [stocks](/topic/stocks) 7.52%, [$0083hk](/topic/$0083hk) 7.52%, [$aoito](/topic/$aoito) 7.52%, [$evo](/topic/$evo) 6.77%

**Top accounts mentioned or mentioned by**
[@mikefritzell](/creator/undefined) [@pandawatch88](/creator/undefined) [@africaoilcorp](/creator/undefined) [@vildkatten](/creator/undefined) [@mereninc](/creator/undefined) [@trinhnomics](/creator/undefined) [@valuehurts](/creator/undefined) [@arenamancapital](/creator/undefined) [@charlieflorimon](/creator/undefined) [@valuepraya](/creator/undefined) [@adcha91](/creator/undefined) [@recoverytrade](/creator/undefined) [@alexand93085679](/creator/undefined) [@davidkatunaric](/creator/undefined) [@ingathewinger](/creator/undefined) [@ianchui12](/creator/undefined) [@leomironov](/creator/undefined) [@philhk](/creator/undefined) [@yuknowit](/creator/undefined) [@vrntperception](/creator/undefined)

**Top assets mentioned**
[Evotec SE (EVO)](/topic/$evo) [Ecopetrol S.A (EC)](/topic/$ec) [Diageo plc (DEO)](/topic/$deo) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Vaalco Energy, Inc. (EGY)](/topic/$egy) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Meren Energy H1 2025: Robust $248.2M EBITDAX $177.5M cash flow at $77/bbl realised avg. oil price. FY2025 FCF forecast $160M 18.8% yield at $850M MCAP. Base dividend $100M (yield 11.8%) + 50% of FCF 100M. Plenty of catalysts ahead #OilAndGas $mer.to $aoiff @MerenInc"  
[X Link](https://x.com/phil_hk/status/1966443573169082813)  2025-09-12T10:07Z [----] followers, [----] engagements


"I've been buying Diaego $DGE.L $DEO and Pernod Ricard $RI.PA and will continue to add. Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa"  
[X Link](https://x.com/phil_hk/status/1987791911449747908)  2025-11-10T07:58Z [----] followers, [----] engagements


"$0001.hk CK Hutchison Telco IPO https://www.reuters.com/business/finance/ck-hutchison-weighs-london-hong-kong-listing-global-telco-assets-sources-say-2026-01-20/ https://www.reuters.com/business/finance/ck-hutchison-weighs-london-hong-kong-listing-global-telco-assets-sources-say-2026-01-20/"  
[X Link](https://x.com/phil_hk/status/2013900331592360123)  2026-01-21T09:03Z [----] followers, [----] engagements


"If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I see it at least doubling from here. $0001.hk $0001.hk CK Hutchison Telco IPO https://t.co/RtCqdr7yRM $0001.hk CK Hutchison Telco IPO https://t.co/RtCqdr7yRM"  
[X Link](https://x.com/phil_hk/status/2013910725811687505)  2026-01-21T09:45Z [----] followers, [----] engagements


"@VrntPerception If I may give some unsolicited watch advice. Skip the overpriced steel/sport watches from Rolex/Patek/AP. The Alpha and Deep Value is in classic white gold and platinum Pateks"  
[X Link](https://x.com/phil_hk/status/2016476776701272225)  2026-01-28T11:41Z [----] followers, [---] engagements


"@vildkatten Jag hller faktiskt till stor del med dig. terkp frontrunnas ofta om de sker sttvis. Men om de sker p en rimlig niv p autopilot a la Swedish Match s kan det vara en ganska fin form av terbetalning till aktiegarna"  
[X Link](https://x.com/phil_hk/status/2022299639828095451)  2026-02-13T13:19Z [----] followers, [---] engagements


"@vildkatten Det enda jag ville ha sagt att det har funnits mnga problem ven hos tobaksbolagen. Dart kpte p sig sina 10% i BTI efter att de hamnade i en liknande svacka som $EVO"  
[X Link](https://x.com/phil_hk/status/2022299947341918638)  2026-02-13T13:20Z [----] followers, [---] engagements


"$0014.hk $0041.hk $1113.hk $0173.hk $j36.si https://www.thestandard.com.hk/market/article/317012/Hong-Kong-likely-to-post-HK156-bln-fiscal-surplus-Deloitte-says https://www.thestandard.com.hk/market/article/317012/Hong-Kong-likely-to-post-HK156-bln-fiscal-surplus-Deloitte-says"  
[X Link](https://x.com/phil_hk/status/1990973935488483706)  2025-11-19T02:42Z [----] followers, [---] engagements


"Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G Home BB +34% 💰EBITDA +6% to HK$771M 📊EBITDA less Capex +6% to HK$597M Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%. Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%"  
[X Link](https://x.com/phil_hk/status/1993251972628332643)  2025-11-25T09:34Z [----] followers, [----] engagements


"Hutchison Telecom HK $0215.hk has definitely broken out. Special dividend incoming Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G Home BB +34% 💰EBITDA +6% to HK$771M 📊EBITDA less Capex +6% to HK$597M https://t.co/YYo0FghnvT Hutchison Telecom HK ($0215.hk) 1H25 Very Decent Interim Results presented in August. About to break out now.: 📈Revenue +8% to HK$2.22B 📱Mobile base +44% to 6.13M 🌎Roaming rev +30% (112% of pre-COVID) 🛜5G"  
[X Link](https://x.com/phil_hk/status/1996113668246045034)  2025-12-03T07:05Z [----] followers, [---] engagements


"Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: Seems all Jardine companies are acting better now after hitting multiyear lows earlier this year following Norways Oil Funds exit. Jardine Matheson Holdings at 44.68$. $J36.SI Seems all Jardine companies are acting better now after hitting multiyear lows earlier this year following Norways Oil Funds exit. Jardine Matheson Holdings at 44.68$. $J36.SI"  
[X Link](https://x.com/phil_hk/status/1996160607155093694)  2025-12-03T10:12Z [----] followers, [----] engagements


"Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If you are interested in Swire buy the B-share instead which trades at 17% discount to A-share"  
[X Link](https://x.com/phil_hk/status/2012087496700735897)  2026-01-16T09:00Z [----] followers, [----] engagements


"Maybe too early to say this but if we are lucky this FT piece marked the bottom. $DGE.L $RI.PA $CPR.MI all rallying today. What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA"  
[X Link](https://x.com/phil_hk/status/2013911663876227316)  2026-01-21T09:48Z [----] followers, [---] engagements


"$0087.hk Swire B pumping Swire A $0019.hk at the same time seems to be breaking out from [--] years resistance. Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If you are interested in Swire buy the B-share instead which trades at 17% discount to A-share. https://t.co/U4Zqa8x8OX Looks like Swire Pacific $0019.hk is trying to make a run for it & maybe will soon join the likes of Jardine Matheson with fresh ATHs. Strong weekly close at 72.45$ on decent volume. If"  
[X Link](https://x.com/phil_hk/status/2014263716091679026)  2026-01-22T09:07Z [----] followers, [----] engagements


"CK Asset $1113.hk building momentum. Hoping for a strong weekly close tomorrow. CK Asset $1113.HK weekly chart breaking out multi-year resistance at HK$40-42 on strong volume SOTP: Spin out utilities (15x EBITDA HK$138B) + pubs (HK$20B) = stable assets alone today's HK$162B EV .Get massive HK/China property portfolio for FREE. Huge unlock ahead https://t.co/tdzLu4jkJd CK Asset $1113.HK weekly chart breaking out multi-year resistance at HK$40-42 on strong volume SOTP: Spin out utilities (15x EBITDA HK$138B) + pubs (HK$20B) = stable assets alone today's HK$162B EV .Get massive HK/China property"  
[X Link](https://x.com/phil_hk/status/2014264107193745739)  2026-01-22T09:09Z [----] followers, [---] engagements


"Hysan ($0014.hk) - probably one of the HK property plays that received the most hate seems to be wanting to go up every day. Still very cheap though. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY."  
[X Link](https://x.com/phil_hk/status/2014266124175884693)  2026-01-22T09:17Z [----] followers, [---] engagements


"K. Wah International Holdings is breaking out with a sudden price spike on high volume. Its entire market cap is essentially covered by its Galaxy position. It has a lot of completed sales that haven't been recognized yet. It should be debt-free soon. http://0173.HK http://0173.HK"  
[X Link](https://x.com/phil_hk/status/2016007859738436066)  2026-01-27T04:38Z [----] followers, [---] engagements


"Is Indonesia becoming "uninvestable" 😅 Need to prepare a buylist. Indonesian stocks are plunging today. Index gapped lower over 7% at the open. We're coming off lows but still down over 5%. MSCI flags transparency risks warning on investability. Details are key on this one more below https://t.co/JrvXDvUymu https://t.co/TBvvEdcWo8 Indonesian stocks are plunging today. Index gapped lower over 7% at the open. We're coming off lows but still down over 5%. MSCI flags transparency risks warning on investability. Details are key on this one more below https://t.co/JrvXDvUymu https://t.co/TBvvEdcWo8"  
[X Link](https://x.com/phil_hk/status/2016384285482352849)  2026-01-28T05:34Z [----] followers, [----] engagements


"It will be interesting if we get a weekly close in Sibanye-Stillwater tomorrow above the previous ATH of $20.68. Remember there is no such thing as a triple top. $SBSW $PPLT $ZPLA #Platinum"  
[X Link](https://x.com/phil_hk/status/2016815870698504442)  2026-01-29T10:09Z [----] followers, [---] engagements


"CK Hutchison telco spin-off/listing (possibly incl. HK $0215.HK) potentially [----] special div from 215's HK$3.75B net cash looks very likely.1.5x EV/EBITDA post-capex + cash drag = big rerate potential post-payout. Cleaner BS helps in any newco setup. This VIC pitch caught my eye - $215.HK is one of the cheapest telcos globally - Around 2/3rds of its mcap is in net cash while trading at just over 1x EBITDA - Controlled by the Li Ka-shing family (70%+ via $1.HK) - Special divi tender offer or outright sale likely 👇 https://t.co/iUYbYrHv85 This VIC pitch caught my eye - $215.HK is one of the"  
[X Link](https://x.com/phil_hk/status/2016894146792042989)  2026-01-29T15:20Z [----] followers, [---] engagements


"@Alexand93085679 We just need crypto and stocks to start grinding down like stocks did in 2001-2003. People will be flocking to the online casinos and $EVO will do well again"  
[X Link](https://x.com/phil_hk/status/2018607214383222965)  2026-02-03T08:47Z [----] followers, [----] engagements


"@david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E [--] div 5% buyback 5%"  
[X Link](https://x.com/phil_hk/status/2018738927344263422)  2026-02-03T17:30Z [----] followers, [----] engagements


"I think $EVO looks very attractive at these levels. @david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E [--] div 5% buyback 5%. @david_katunaric $EVO today differs from past. Previously compounder bros chased high growth at P/E [--]. Now growth is low (some self-imposed) yet still global leader expanding in NA & LatAm. Renowned oligopoly; vulture investor Kenneth Dart holds 25% stake. P/E"  
[X Link](https://x.com/phil_hk/status/2018740369983475748)  2026-02-03T17:36Z [----] followers, [---] engagements


"Many criticize Ray Dalio but he's nailed many calls. Well-connected at state levelheed his warning: Central Banks & SWFs prepping for FX & capital controls. Besides gold & PMs maybe consider holding a certain % of stocks/assets in your local market. https://www.cnbc.com/2026/02/03/ray-dalio-warns-capital-war-gold-hedge.html https://www.cnbc.com/2026/02/03/ray-dalio-warns-capital-war-gold-hedge.html"  
[X Link](https://x.com/phil_hk/status/2018920025500098748)  2026-02-04T05:30Z [----] followers, [---] engagements


"I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't appeal". $EVO.ST $EVVTY https://www.di.se/analys/evolution-lockar-inte-trots-rekordlag-vardering/ https://www.di.se/analys/evolution-lockar-inte-trots-rekordlag-vardering/"  
[X Link](https://x.com/phil_hk/status/2019333209054740801)  2026-02-05T08:52Z [----] followers, [----] engagements


"@Alexand93085679 Can Dart avoid the withholding tax I think he owns them through a Cayman entity. Withholding tax of 30% is a huge negative impact unless there is some exception for larger holdings"  
[X Link](https://x.com/phil_hk/status/2019384787308540007)  2026-02-05T12:17Z [----] followers, [---] engagements


"Added $EVO yesterday but close was ugly may take time to properly bottom. Fundamentally/operationally I think we already bottomed. Steady growth in US & Latam. Also expect better action in all mkts once speculative froth in crypto & stock casinos fades. I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't appeal". $EVO.ST $EVVTY https://t.co/buMSu3mHvn https://t.co/ZFhWN7uUOF I'm calling it. If we get a green close in $EVO today I think the bottom is in. The headline below says "Record low valuation doesn't"  
[X Link](https://x.com/phil_hk/status/2019612193952788960)  2026-02-06T03:20Z [----] followers, [----] engagements


"@MikeFritzell I think som fund is buying HK property plays. Volume was up heavily in [--] last week. Company is super cheap probably worth 7x+ the stock price"  
[X Link](https://x.com/phil_hk/status/2020708689821507931)  2026-02-09T03:57Z [----] followers, [---] engagements


"@MikeFritzell The issue here though it doesnt really pay any dividends. and not sure there is any path to unlock all that value in the forseeable future. But if people are buying gold and silver why not buy one of the most high end hotel chains (and still asset heavy) in the world"  
[X Link](https://x.com/phil_hk/status/2020709234871267520)  2026-02-09T03:59Z [----] followers, [---] engagements


"@pandawatch88 P/E [--] debt-free. Pays out all cash via divs & buybacks. Shifted to regulated markets; US & LatAm growing 20-25% USD. Stronger moat vs peers. Gambling stocks likely to rebound imo post crypto/AI crash. Dart ownership now 20% recent reports say 28%"  
[X Link](https://x.com/phil_hk/status/2020789805081067806)  2026-02-09T09:20Z [----] followers, [---] engagements


"@pandawatch88 Dart isnt dumbhe gets regulation oligopolies moats. [--] yrs ago everyone dumped $BTI & $BATS.L; Dart quietly built 10% stake. Now +100% + several 10% divs. Maybe similar setup in $EVO Big pumpers exited as growth slowed; Dart accumulated on the valuation drop"  
[X Link](https://x.com/phil_hk/status/2020791560992952498)  2026-02-09T09:27Z [----] followers, [----] engagements


"@taobanker Safe efficient low income and profits tax 0% tax on capital gains dividends and offshore income. I could make the argument its cheap"  
[X Link](https://x.com/phil_hk/status/2020818700182368704)  2026-02-09T11:14Z [----] followers, [---] engagements


"@TBstockinvestor I dont expect a buyout. Biggest owner Kenneth Dart likely sees $EVO as 1-3 yr trade not a take-private with exit issues. Avg cost 750-850 needs big premium. Delayed probably because some shareholders prefer buybacks at these lows over tax inefficient dividends"  
[X Link](https://x.com/phil_hk/status/2021101860749521096)  2026-02-10T06:00Z [----] followers, [---] engagements


"@pandawatch88 I think you have to take a deeper look. Currency fluctations might have a huge impact. was up 15% vs $ in [----] not sure about the currency in Latam and Asia if they play in $ or local currencies. But was up against all Latam and Asian currencies in [----] as well"  
[X Link](https://x.com/phil_hk/status/2021108526161199572)  2026-02-10T06:26Z [----] followers, [--] engagements


"@pandawatch88 There are also other reasons to be a bit more upbeat. Gambling companies could hedge inflation well. Volatile stocks crypto & Polymarket now cap upside for traditional gambling. Boring stock markets (like 20002007) and lower-grinding crypto could be very positive for $EVO"  
[X Link](https://x.com/phil_hk/status/2021110155228967267)  2026-02-10T06:33Z [----] followers, [---] engagements


"Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI New offices across Hong Kong are struggling to sign up tenants. Even real estate legend Li Ka-shings premium properties are having a hard time reflecting a prolonged weakness in the citys office market. https://t.co/RPQ4wLHPCe New offices across Hong Kong are struggling to sign up tenants. Even real estate legend Li"  
[X Link](https://x.com/phil_hk/status/1795367655060414682)  2024-05-28T08:12Z [----] followers, 12.1K engagements


"Hutchison Telecommunications $0215.hk I think is at a great level to add. MCAP 4.7B 3.7B in net cash EBITDA around 1.4B HKD. Dividend 7.8%"  
[X Link](https://x.com/phil_hk/status/1894944411777438169)  2025-02-27T02:55Z [----] followers, [----] engagements


"Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://x.com/i/grok/share/8zFQP4T0MOPh6PaNF3gtaSaMP Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating 10% of the revenue. Oh also do you remember when he sold the Center https://t.co/lr033ueyIz"  
[X Link](https://x.com/phil_hk/status/1902968626518311261)  2025-03-21T06:20Z [----] followers, [----] engagements


"Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to 94% from 92% office to 92% from 90% tenant sales +8% YoY. HK$8B new capital recycling goal. Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK"  
[X Link](https://x.com/phil_hk/status/1986284071614566666)  2025-11-06T04:06Z [----] followers, [----] engagements


"CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports sale delayed to '26 but still on; telecom spin-off eyeing London IPO; buybacks & extra divvies coming Next stop: HK$74 then HK$103 Undervalued gem Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM Take this with a barrel of salt. I let Grok make an SOTP post"  
[X Link](https://x.com/phil_hk/status/1986296282454057076)  2025-11-06T04:55Z [----] followers, [----] engagements


"CK Hutchison ($0001.hk)"  
[X Link](https://x.com/phil_hk/status/1986298505535881301)  2025-11-06T05:04Z [----] followers, [---] engagements


"One of my top holdings Ecopetrol $EC. $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy"  
[X Link](https://x.com/phil_hk/status/2008674031285993620)  2026-01-06T22:56Z [----] followers, [---] engagements


"Jardine Matheson ($J36.SI / $JMHLY) is finally breaking out After consolidating for years below $65 this week's strong move has pushed it to $74 (+3.34% today alone) hitting fresh multi-year highs on solid volume. Classic multi-year base breakout on the weekly chart. Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: https://t.co/4iBv4VeUsQ Jardine Matheson $J36.si is trading like it wants to break out from a multiyear resistance: https://t.co/4iBv4VeUsQ"  
[X Link](https://x.com/phil_hk/status/2009516626773987506)  2026-01-09T06:44Z [----] followers, [---] engagements


"$0014.hk Hysan Development picking up steam Closing at [-----] HKD up 4.46% today. How long before [--] HKD Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle"  
[X Link](https://x.com/phil_hk/status/2012080505718775860)  2026-01-16T08:32Z [----] followers, [----] engagements


"@FelixK42 I own both but have a much bigger position on Hysan. Its two different plays. Hysan $0014.hk is still cheap & should be looked at more like a reit. All income is recurring rental income. Tai Cheung has prime residential real estate for sale but might take a while to realize"  
[X Link](https://x.com/phil_hk/status/2012373026889941092)  2026-01-17T03:54Z [----] followers, [--] engagements


"What comes after a supply glut There are already signs that the market might be turning. $DGE.L $DEO $RI.PA Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more https://t.co/vhh89DkDX1 Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about"  
[X Link](https://x.com/phil_hk/status/2013051780469309885)  2026-01-19T00:51Z [----] followers, [----] engagements


"$MER.TO $MRNFF $EC $PBR.A $GTE $KOS $EGY"  
[X Link](https://x.com/phil_hk/status/2013815279873335343)  2026-01-21T03:25Z [----] followers, [---] engagements


"@MikeFritzell @irbezek Same in most countries. Latam still cheap with Ecopetrol $EC & Petrobras $PBR.A. Crazy that Ecopetrol is still trading 13$ with Colombia on fire but seems to be breaking out now. With smaller E&Ps there are still a lot of blown out deep value $MER.TO $GTE $EGY $KOS"  
[X Link](https://x.com/phil_hk/status/2015662332563824859)  2026-01-26T05:45Z [----] followers, [---] engagements


"Recent articles claimed CK Hutchison $0001.hk had limited legal options. IMO this is the clearest case for int'l arbitration I've seen. It was a shakedown Panama has made a mockery of its own courts & judiciary. CKH can look forward to $2B+ in damages. https://www.reuters.com/world/asia-pacific/ck-hutchison-unit-launches-arbitration-against-panama-over-port-ruling-2026-02-04/ If this actually happens Telco & Watson spin out I would not mind for the ports deal to get cancelled. CK Hutchison would become a gem: ports + infra + oil + potential big Panama Canal arbitration payout. Either way I"  
[X Link](https://x.com/phil_hk/status/2018983782465126859)  2026-02-04T09:43Z [----] followers, [---] engagements


"Hysan $0014.hk up 100% now in a year + 10% dividend. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl"  
[X Link](https://x.com/phil_hk/status/2020781339499515963)  2026-02-09T08:46Z [----] followers, [----] engagements


"My top holding in oil Meren Energy $MER.TO $MRNFF finally saw great action last night on high volume. Other holdings $EC $PBR $GTE $KOS $EGY $SLB. $MER.TO institutional buy https://t.co/Z9dx2kRynP $MER.TO institutional buy https://t.co/Z9dx2kRynP"  
[X Link](https://x.com/phil_hk/status/2021807644626063485)  2026-02-12T04:44Z [----] followers, [----] engagements


"@vildkatten Det dr stmmer inte. British American Tobacco som Dart fr vrigt var strsta gare i ett tag brottades med enorma problem. Bttre nu men tror vi kommer se ngot liknande med EVO. Tror du kommer se 4-5% EPS kning hrifrn / r och det med Europa och Asien som krymper 2-3%"  
[X Link](https://x.com/phil_hk/status/2022296386604339236)  2026-02-13T13:06Z [----] followers, [--] engagements


"@vildkatten Kassafldet har varit stabilt men en stor del har genererats av Reynolds ex som r marknadsledande p mentol i USA. Mentol frbjds av Biden men beslutet revs upp av Trump. Alla trodde att Velo skulle bli en katastrof mot Zyn men Velo Plus blev senare en succ i USA"  
[X Link](https://x.com/phil_hk/status/2022299038515917244)  2026-02-13T13:17Z [----] followers, [--] engagements


"@Heisenberg_coin @OriginalBraila @calvinfroedge Too late already. Started w/ Norway then UK France now NL. All EU countries face massive deficits from wasting resources on immigrants & welfare. Budget fix: raise taxes or cut spending. Latter easierhuge waste exists"  
[X Link](https://x.com/phil_hk/status/2022656453828555089)  2026-02-14T12:57Z [----] followers, [--] engagements


""The price of cigarettes is directly related to the GDP. Coming of a decade of GDP stagnation in many emerging markets due to a resources bear market global firms like BATS have an opportunity to realise pricing in emerging markets. " $HMSP.JK offers direct exposure to Indonesia Fat pitch value. Too cheap there. There's also a GDP growth potential. https://t.co/9CqRGjI4YE Fat pitch value. Too cheap there. There's also a GDP growth potential. https://t.co/9CqRGjI4YE"  
[X Link](https://x.com/phil_hk/status/1632662059824599040)  2023-03-06T08:39Z [----] followers, [---] engagements


"@MikeFritzell Low valuations maybe buying zone. First Pacific $0142.hk could be a good diversified play. You'll get some exposure to Indofoods as well. https://x.com/Trinhnomics/status/1715191149210878255s=20 What's cheap based on current PE vs historical South Africa and the Philippines have fallen a lot. What's expensive Nasdaq [---] still. In EM Thailand looks lofty. Note that just because something has crashed in valuation vs its earnings it may not mean revert. Exh A: HSI😬 https://t.co/Vox6TDf1Xe https://x.com/Trinhnomics/status/1715191149210878255s=20 What's cheap based on current PE vs"  
[X Link](https://x.com/phil_hk/status/1719267681592127637)  2023-10-31T08:18Z [----] followers, [----] engagements


"@Trinhnomics Maybe HSI just has the wrong components. They removed Swire at the lows to focus more on tech companies. Swire was up 26% in December alone paid out 20% in dividends in [----]. Starting buybacks. China Mobile has also done great CNOOC has outperformed western oil companies"  
[X Link](https://x.com/phil_hk/status/1742163011710996899)  2024-01-02T12:36Z [----] followers, [---] engagements


"@Trinhnomics If you pick the right companies there are plenty of opportunities. CK Hutchison $0001.hk looks great here with dollar turning down most of their income in CAD GBP EUR AUD RMB. Sinopec Engineering $2386.hk will benefit from oil exporters recycling RMB surpluses"  
[X Link](https://x.com/phil_hk/status/1742163786432434261)  2024-01-02T12:39Z [----] followers, [----] engagements


"@kab604 Sinopec Engineering CNOOC China Mobile CK Hutchison. HK property: Hysan Dev Sino Land Jardines/HK Land. Nano caps: Ming Fai"  
[X Link](https://x.com/phil_hk/status/1749461869327503722)  2024-01-22T15:59Z [----] followers, 17.1K engagements


"$aoiff $aoi.to $aoi @AfricaOil_Corp @Jesper_M_Olsen @AfricaOil_Corp I agree. I have also added recently. EV ap. 600M USD I think they can do 200M USD FCF this year production in Nigeria seems to have stabilized additional Akbo well. They will ramp buybacks after the annual report end of this month. Then on top of this Venus Magnetti 3b/4b. @Jesper_M_Olsen @AfricaOil_Corp I agree. I have also added recently. EV ap. 600M USD I think they can do 200M USD FCF this year production in Nigeria seems to have stabilized additional Akbo well. They will ramp buybacks after the annual report end of this"  
[X Link](https://x.com/phil_hk/status/1760218404970168743)  2024-02-21T08:22Z [----] followers, [----] engagements


"@Ingathewinger This is not my base case this is I think quite a depressed scenario one where the HK office market stays surpressed. Still in such scenario you have major upside. A grade A developer with monopoly (basically) of one of the most important shopping/dining areas in Asia"  
[X Link](https://x.com/phil_hk/status/1760611622085914820)  2024-02-22T10:24Z [----] followers, [---] engagements


"An update on my Hysan Development Co. $0014.hk view after their dividend cut of 25%. Ms. Lee mentioned todan on the earnings call it was the first dividend cut in [--] years. Funny thing is back then the bottom was in [--] weeks before the ex-date and then it was off to the races. @Ingathewinger Long term no actually this was the prudent thing to do. But short term we will probably not see a chase for the yield. Even though if we subtract the dividend (0.81) which is being paid in the next few weeks the company is yielding 8.7% on an annual basis. @Ingathewinger Long term no actually this was the"  
[X Link](https://x.com/phil_hk/status/1760621005981319434)  2024-02-22T11:02Z [----] followers, [----] engagements


"@sunchartist @MikeFritzell Im not sure about the stock prices and indicies but I see a lot of value in HK developers. IMO they are some of the most conservatively run property companies in the world. Sino Land has more than 50% of its MCAP in cash"  
[X Link](https://x.com/phil_hk/status/1765761794348626023)  2024-03-07T15:29Z [----] followers, [---] engagements


"@valuehurts I did one on Hysan. I also like Sino Land (50% of MCAP in net cash) Great Eagle (just their hotels division which mostly consists of hotels overseas in US Canada UK Australia can more than justify their EV) and Hongkong Land. https://x.com/phil_hk/status/1755522851543900529s=20 Theres a lot of doom surrounding Hong Kong & HSI. The narrative is that HKs days as a financial center are numbered. Everyone is entitled to their belief but think this is complete bullocks. I urge everyone to read this to get a better understanding: https://t.co/IQf5Rp70tQ"  
[X Link](https://x.com/phil_hk/status/1768943335350423619)  2024-03-16T10:12Z [----] followers, [---] engagements


"@IanChui12 @valuehurts What do you mean low sales assets Many companies around 5-7 x depressed earnings. In some cases its pure rental earnings. Book values could be wrong but when the gearing is 15-30% (net debt/equity) the BV of properties can be wrong by 50% and you still have 100% upside"  
[X Link](https://x.com/phil_hk/status/1770461016981373304)  2024-03-20T14:42Z [----] followers, [---] engagements


"@IanChui12 @valuehurts IMO the book values are not wrong by 50% in quality companies like Hysan Great Eagle Swire Hongkong Land more likely talking 15-20% max. Great Eagle has their Langham hotels in US Canada UK Australia etc booked at cost. its obvious this number is wrong the other way"  
[X Link](https://x.com/phil_hk/status/1770462789930520965)  2024-03-20T14:49Z [----] followers, [---] engagements


"There is still a market for new residential develpoments in HK. Cash rich buyers that want to be close to certain schools etc and live in a new home. What I like with their property development is that they have been snapping up land at bargain prices in JVs with Sino Land"  
[X Link](https://x.com/phil_hk/status/1771120316355621126)  2024-03-22T10:22Z [----] followers, [---] engagements


"Lo Ka Shui the managing director of Great Eagle Holdings $0041. hk and from the controlling family bought a lot of shares in [----] [----] [----] and [----] at higher prices"  
[X Link](https://x.com/phil_hk/status/1772138978893808043)  2024-03-25T05:50Z [----] followers, [----] engagements


"Both Irene Lee and Chien Lee have been buying and adding to their Hysan $0014.hk holdings"  
[X Link](https://x.com/phil_hk/status/1772211505041420640)  2024-03-25T10:38Z [----] followers, [---] engagements


"Great Eagle Holdings $0041.hk now mentioned in the latest Gloom Boom Doom report by legendary Marc Faber @gloomboomdoom . Also Hysan $0014.hk Sino Land $0083.hk Hongkong Land $H78.SI and Sun Hung Kai $0016.hk "  
[X Link](https://x.com/phil_hk/status/1775019397767381480)  2024-04-02T04:36Z [----] followers, [----] engagements


"@zabeelcap Its normal for HK property developers to have 30-50% discount to NAV. Its trading at 85% discount to NAV now. Personally I think they deserve a higher p/b than many other developers due to the high quality of buildings tenants etc. They are the Hongkong Land of Causeway Bay"  
[X Link](https://x.com/phil_hk/status/1775551302778622282)  2024-04-03T15:49Z [----] followers, [---] engagements


"If HSI would have consisted more of SOEs like Sinopec Engineering $2386.hk CNOOC $0883.hk China Mobile $0941.hk etc instead of fallen tech darlings it would have been one of the best performing indicies in the world"  
[X Link](https://x.com/phil_hk/status/1780472634721149433)  2024-04-17T05:45Z [----] followers, [---] engagements


"@capitalemployed @MikeFritzell Great Eagle Holdings $0041.hk Hysan Development $0014.hk Sino Land $0083.hk Sinopec Engineering $2386.hk CNOOC $0883.hk China Mobile $0941.hk First Pacific $0142.hk CK Hutchison $0001.hk Ming Fai International $3828.hk. If you include SG Jardine Matheson $J36.SI"  
[X Link](https://x.com/phil_hk/status/1782696223595725179)  2024-04-23T09:01Z [----] followers, [----] engagements


"@leomironov I like all of them but Iupside might be more limited in [--] & [--] due to their sheer size. JMH is a big position for me refers to HKL. I think Great Eagle has one of the most interesting setups you have large upside and in my mind margin of safety. http://H78.SI http://H78.SI"  
[X Link](https://x.com/phil_hk/status/1795369849247694955)  2024-05-28T08:21Z [----] followers, [---] engagements


"@Liftthatbid Yes is probably a good play as well. They have one of the cleanest balance sheets. One approach could be to buy a basket of developers most should do well if the tide turns. My favourites are $0041.hk and $0014.hk since I think they have the most upside. http://1113.HK http://1113.HK"  
[X Link](https://x.com/phil_hk/status/1797483836781293677)  2024-06-03T04:21Z [----] followers, [---] engagements


"@Trinhnomics Meanwhile certain SOE companies like CNOOC China Mobile Sinopec Engineering have on a total return basis by far outperformed Nasdaq and any other index out there. It is not always black and white plenty of opportunities out there"  
[X Link](https://x.com/phil_hk/status/1810622415254548987)  2024-07-09T10:29Z [----] followers, [---] engagements


"@Trinhnomics I might even have mentioned it to you previously in [----] 😅. I admit I messed up with Anhui $0914.hk. But I think the rest have all beaten Nasdaq on a total return basis since then. https://x.com/phil_hk/status/1465491450217394179 @Trinhnomics List of high yielding dirt cheap equities: $0883.hk $0386.hk $2386.hk $941.hk $0914.hk $0659.hk https://x.com/phil_hk/status/1465491450217394179 @Trinhnomics List of high yielding dirt cheap equities: $0883.hk $0386.hk $2386.hk $941.hk $0914.hk $0659.hk"  
[X Link](https://x.com/phil_hk/status/1810630605438361682)  2024-07-09T11:02Z [----] followers, [---] engagements


"So [--] months later First Pacific $0142.hk has paid out [-----] $ and we seem to be heading for 4.8$"  
[X Link](https://x.com/phil_hk/status/1834450749847375977)  2024-09-13T04:35Z [----] followers, [---] engagements


"Got Hysan $0014.hk and CK Asset $1113.hk Hong Kong: scarcity of new office buildings https://t.co/JYrX43NC8w Hong Kong: scarcity of new office buildings https://t.co/JYrX43NC8w"  
[X Link](https://x.com/phil_hk/status/1835877482475757912)  2024-09-17T03:04Z [----] followers, [---] engagements


"$0014.hk Hysan @phil_hk @MikeFritzell @ArenaManCapital The rental reversion is actually positive vs what the precious tenant (GU) paid in [----]. Abercrombie is paying 1.5m/month vs 800k/month by GU. Abercrombie is paying 30% less than what Gap paid (2.1m) in [----]. https://t.co/u8gHMfLCdt @phil_hk @MikeFritzell @ArenaManCapital The rental reversion is actually positive vs what the precious tenant (GU) paid in [----]. Abercrombie is paying 1.5m/month vs 800k/month by GU. Abercrombie is paying 30% less than what Gap paid (2.1m) in [----]. https://t.co/u8gHMfLCdt"  
[X Link](https://x.com/phil_hk/status/1835939179991044562)  2024-09-17T07:09Z [----] followers, [---] engagements


"@yu_knowit They have the strongest local and international brands and since they are part of PMI they also have access to new market leading alternatives like Zyn and IQOS. I saw $HMSP actually built a manufacturing plant for Zyn in Indonesia but I guess these mostly go for export"  
[X Link](https://x.com/phil_hk/status/1847586540148707839)  2024-10-19T10:32Z [----] followers, [---] engagements


"@yu_knowit If you look at their latest financial reports it seems they are actually starting to turn things around. But market doesnt seem excited"  
[X Link](https://x.com/phil_hk/status/1847586905497751661)  2024-10-19T10:33Z [----] followers, [--] engagements


"Hongkong Land having a big up move today. Maybe leading the way for some of the other property companies. Funny that HKL was the most hated of all HK property stocks at the end of last year and the most loved/resilient one was supposed to be Link REIT. http://H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI http://H78.SI Bloomberg writing obituaries on HK"  
[X Link](https://x.com/phil_hk/status/1851484965034508476)  2024-10-30T04:43Z [----] followers, [----] engagements


"October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). Astra $ASII.JK just published their September numbers. So far their market share seems resilient depsite BYD etc ramping up production/sales. But the overall auto market remains under pressure with sales down 10-15% yoy. https://t.co/H9PI7UsgOB Astra $ASII.JK just published their September numbers. So far their market share seems"  
[X Link](https://x.com/phil_hk/status/1856254654826590276)  2024-11-12T08:36Z [----] followers, 10.1K engagements


"$J36.SI Jardine Matheson Holdings is starting to perk up. Looks like we are heading back to test 48$. Hongkong Land $H78.SI and Zhongsheng $0881.HK have had some big moves recently which means that despite its recent upmove JMH is still trading at 31% discount to NAV. 🧵Smartkarma #eventdriven #threadoftheday Jardine Matheson (JM SP): Trading "Cheap" David Blennerhassett -- $JM.SP 1/ https://t.co/09pQCK13Nl 🧵Smartkarma #eventdriven #threadoftheday Jardine Matheson (JM SP): Trading "Cheap" David Blennerhassett -- $JM.SP 1/ https://t.co/09pQCK13Nl"  
[X Link](https://x.com/phil_hk/status/1856261640167272909)  2024-11-12T09:03Z [----] followers, [----] engagements


"Africa Oil out with their Q3 numbers. Read the news and it looks lika a disaster with a Q3 loss 289M USD. Then you look at the numbers and you see FCF for 9M [--] 188.4M USD. Let's assume 200M USD for year end suggesting FCF/EV ap +50%. $AOI $AOI.TO $AOIFF @AfricaOil_Corp"  
[X Link](https://x.com/phil_hk/status/1856971334544494904)  2024-11-14T08:04Z [----] followers, [----] engagements


"@CharlieFlorimon Pascal from Africa Oil just announced they have restarted buybacks as from today $AOI $AOI.TO $AOIFF @AfricaOil_Corp"  
[X Link](https://x.com/phil_hk/status/1857432920358895710)  2024-11-15T14:38Z [----] followers, [----] engagements


"Another holding that is considering to start share buybacks $EC @ECOPETROL_SA. #AHORA El presidente de @ECOPETROL_SA Ricardo Roa le propuso al gobierno de @petrogustavo recomprar acciones de la compaa ante su bajo precio en bolsa. https://t.co/uHJfVFTJss #AHORA El presidente de @ECOPETROL_SA Ricardo Roa le propuso al gobierno de @petrogustavo recomprar acciones de la compaa ante su bajo precio en bolsa. https://t.co/uHJfVFTJss"  
[X Link](https://x.com/phil_hk/status/1857435758317232592)  2024-11-15T14:49Z [----] followers, [---] engagements


"@CharlieFlorimon I think people underestimate the potential impact from completing the prime deal. All of sudden $AOI $AOI.TO $AOIFF the company will become more transparent and it will become apparent the huge cash flow it generates"  
[X Link](https://x.com/phil_hk/status/1857457439311892647)  2024-11-15T16:15Z [----] followers, [---] engagements


"@DecentralizedDr $EC Ecopetrol's FEPC balance is now 9T COP ap. 2B USD or equivalent to ap. 1$ / ADR. Have they stated somewhere that 100% of this balance will be paid out or will be declared to be paid out before the end of the year"  
[X Link](https://x.com/phil_hk/status/1859099042908606905)  2024-11-20T04:58Z [----] followers, [---] engagements


"$ASII.JK Astra International all of sudden seems to be about to break out. October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). https://t.co/d4RDiRmqvb October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to"  
[X Link](https://x.com/phil_hk/status/1861005429288923624)  2024-11-25T11:14Z [----] followers, [----] engagements


"Interesting table from @leomironov . Look at $ASII.JK Astra International. @phil_hk It actually screens really good here - highest ebitda margin in the space and decent growth https://t.co/D6vGcWqjx4 @phil_hk It actually screens really good here - highest ebitda margin in the space and decent growth https://t.co/D6vGcWqjx4"  
[X Link](https://x.com/phil_hk/status/1861015002263560655)  2024-11-25T11:52Z [----] followers, [---] engagements


"Africa Oil buys back another [------] shares. $AOI $AOI.TO $AOIFF"  
[X Link](https://x.com/phil_hk/status/1863604833846272491)  2024-12-02T15:23Z [----] followers, [----] engagements


"Hysan Development should benefit from these trends thanks to their foresight to enter into a JV with IWG for their Regus/Spaces operations in the GBA area. $0014.hk https://www.scmp.com/business/article/3291400/hong-kong-demand-flexible-office-space-grows-market-singapore-slumps https://www.scmp.com/business/article/3291400/hong-kong-demand-flexible-office-space-grows-market-singapore-slumps"  
[X Link](https://x.com/phil_hk/status/1869754163791581638)  2024-12-19T14:38Z [----] followers, [---] engagements


"31.6M USD in dividends for Africa Oil from Impact. 31.6M USD on ap. 900M USD MCAP. Maybe will allow them to step up on buybacks. $AOI.TO $AOIFF @AfricaOil_Corp Another [------] shares between 13-17 January and [------] shares in buybacks the week before 6-10 January. Seems pace slowed down a bit. But still sizeable buybacks. Let's hope Shahin continues and maybe even press the gas pedal. $AOI.TO $AOIFF @AfricaOil_Corp https://t.co/JvMTrIgKGG Another [------] shares between 13-17 January and [------] shares in buybacks the week before 6-10 January. Seems pace slowed down a bit. But still sizeable"  
[X Link](https://x.com/phil_hk/status/1881980645259563227)  2025-01-22T08:22Z [----] followers, [---] engagements


"1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done water under the bridge. It's in the price and by the end of the day it will reinforce Hysan's New post out on the 'stack. High quality luxury developer beloved by Hermes and LVMH yours for 6x recurring earnings. https://t.co/fWu4kk23IR New post out on the 'stack. High quality luxury developer beloved by Hermes and LVMH yours for 6x recurring earnings. https://t.co/fWu4kk23IR"  
[X Link](https://x.com/phil_hk/status/1882314254558298473)  2025-01-23T06:27Z [----] followers, [----] engagements


"7/ Frontier Medical Health seems to have been a dud and hope they minimize further capital deployment there. Villa Lucca seems to be selling but I think here they are reaching outside their core competence. They should scrap new residential developments and pay off debt"  
[X Link](https://x.com/phil_hk/status/1882314271914434614)  2025-01-23T06:27Z [----] followers, [---] engagements


"8/ With scrapping new residential developments I mean competing against the likes of deep pocketed developers like Sino Land and CK Asset. But they can consider residential dev. for the low rise buildings they accumulated in CWB. They could make a decent profit and pay off debt"  
[X Link](https://x.com/phil_hk/status/1882318227935756664)  2025-01-23T06:43Z [----] followers, [---] engagements


"@adcha91 @pandawatch88 Can I troll you for the coming years if Hysan does make a comeback What is your track record for the past couple of years Mine were public here on twitter $0883.hk $0941.hk $2386.hk $0142.hk. Care to check the total returns on those Which picks did you have for HK"  
[X Link](https://x.com/phil_hk/status/1886451562194608587)  2025-02-03T16:27Z [----] followers, [---] engagements


"@adcha91 @pandawatch88 One dud in here below Anhui Conch which was my smallest position. The others did pretty well I would say when Hang Seng was in a bear market. But of course with HK and Hysan I could be completely wrong. I just try to win more than I lose. https://x.com/phil_hk/status/1463706907353358345 I think Hong Kong value stocks are setting up for a nice run in [----] and probably for years to come💪 $0659.hk $0883.hk $2386.hk $0386.hk $0914.hk $0941.hk $1088.hk $1038.hk 👇 https://x.com/phil_hk/status/1463706907353358345 I think Hong Kong value stocks are setting up for a nice run"  
[X Link](https://x.com/phil_hk/status/1886452597063598309)  2025-02-03T16:32Z [----] followers, [---] engagements


"To anyone interested in Hysan $0014.hk I recommend you to tune in to the earnings call at [--] PM HKT. @ValuePraya Yup today 5pm HKT https://t.co/mayEkmvh4F @ValuePraya Yup today 5pm HKT https://t.co/mayEkmvh4F"  
[X Link](https://x.com/phil_hk/status/1891757665644130699)  2025-02-18T07:52Z [----] followers, [----] engagements


"@GrtMarc @BuyCheapNPray @BuyCheapNPray if you like dividends and buybacks $AOI.ST $AOI.TO $AOIFF https://x.com/phil_hk/status/1894979094775037955 With the Prime Consolidation almost complete time to revisit Pareto's slide of Africa Oil's FCF. The new shareholder return policy will have a base dividend of 100M$+50% of excess FCF in dividends or buybacks. Expected shareholder yield in Green below. $AOI.ST $AOI.TO $AOIFF https://t.co/MlA1YPMOUL https://x.com/phil_hk/status/1894979094775037955 With the Prime Consolidation almost complete time to revisit Pareto's slide of Africa Oil's FCF. The new"  
[X Link](https://x.com/phil_hk/status/1895258986456457723)  2025-02-27T23:45Z [----] followers, [---] engagements


"Africa Oil putting that cash to work. Another [------] shares last week (24-28 Feb) and another week of the market not caring😂. $AOI.TO $AOIFF @AfricaOil_Corp With the Prime Consolidation almost complete time to revisit Pareto's slide of Africa Oil's FCF. The new shareholder return policy will have a base dividend of 100M$+50% of excess FCF in dividends or buybacks. Expected shareholder yield in Green below. $AOI.ST $AOI.TO $AOIFF https://t.co/MlA1YPMOUL With the Prime Consolidation almost complete time to revisit Pareto's slide of Africa Oil's FCF. The new shareholder return policy will have"  
[X Link](https://x.com/phil_hk/status/1896462196303147030)  2025-03-03T07:26Z [----] followers, [----] engagements


"Can we please get some special dividends now 😅 CK Hutchison $0001.hk CK Hutchinson to sell big stake of their port business. They expect cash proceeds for [---] billion HKD. Current mkt cap [---] billion HKD 🙂. https://t.co/5xYmL31V97 CK Hutchinson to sell big stake of their port business. They expect cash proceeds for [---] billion HKD. Current mkt cap [---] billion HKD 🙂. https://t.co/5xYmL31V97"  
[X Link](https://x.com/phil_hk/status/1896971929527205899)  2025-03-04T17:12Z [----] followers, [----] engagements


"Lower leverage and less exposed to anti-globalisation/reshoring headwinds"  
[X Link](https://x.com/phil_hk/status/1897698840431763824)  2025-03-06T17:20Z [----] followers, [---] engagements


"It might sound extreme but CL Hutchison $0001.hk should trade closer to [---] HKD on the closure of this deal. @JJNews002 You can't make someone sell. Obviously CKH just said show me the money and told Trump's proxy Blackrock the price. Stupid deal TBF and well done CKH. CKH's NAV should also re-price to reflect geopoli lunacy arbitrage. @JJNews002 You can't make someone sell. Obviously CKH just said show me the money and told Trump's proxy Blackrock the price. Stupid deal TBF and well done CKH. CKH's NAV should also re-price to reflect geopoli lunacy arbitrage"  
[X Link](https://x.com/phil_hk/status/1898272707751690549)  2025-03-08T07:20Z [----] followers, [----] engagements


"Last week tried relocated restaurant Roganic. Its now in Lee Gardens One (Hysan $0014.hk). Tried to book dinner but booked out for entire March & most of April. Wait-listed as no [--]. In the end managed to get lunch reservation. Can really recommend nice ambience & good value. 1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done water under the bridge. It's in the price and by the end of the day it will reinforce Hysan's 1/ Great write up on Hysan Development $0014.hk"  
[X Link](https://x.com/phil_hk/status/1899029179426832665)  2025-03-10T09:26Z [----] followers, [----] engagements


"Is Bloomberg considered contra the same way as Time Barrons Forbes etc An extremely bearish take maybe warranted maybe not. I'm sticking to my guns I think CKH $0001.hk will be one of the best performing stocks on HSI by the end of [----]. https://www.bloomberg.com/opinion/articles/2025-03-12/li-ka-shing-s-ck-panama-ports-deal-is-a-supersized-value-trapembedded-checkout=true https://www.bloomberg.com/opinion/articles/2025-03-12/li-ka-shing-s-ck-panama-ports-deal-is-a-supersized-value-trapembedded-checkout=true"  
[X Link](https://x.com/phil_hk/status/1900120276412882983)  2025-03-13T09:42Z [----] followers, [----] engagements


"@adcha91 Yes used to own it. But at these prices I dont really know why you would want to own it over CKH $0001.hk. CKHs stake in CKI alone is worth 100B. CKHs MCAP today 180B"  
[X Link](https://x.com/phil_hk/status/1900471878642438375)  2025-03-14T08:59Z [----] followers, [---] engagements


"I continued my experiments using Grok to value CK Hutchison $0001.hk post the port deal. Now using EV/EBITDA. It implies a stock price of [---] HKD. Earlier I also adjusted the SOTP valuation. Result an equity value of 528B HKD. Current MCAP 170B HKD. https://grok.com/share/bGVnYWN5_a75223f0-a70d-4f69-94a4-bd23d638d97f Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM"  
[X Link](https://x.com/phil_hk/status/1904011476408652225)  2025-03-24T03:24Z [----] followers, [----] engagements


"💵🍻Pay day. Africa Oil going ex-dividend today. Quarterly dividend [-----] CAD/ [-----] USD / [------] SEK 10.18% annualized dividend. $AOI.TO $AOIFF $AOI.ST @AfricaOil_Corp"  
[X Link](https://x.com/phil_hk/status/1904824679497687529)  2025-03-26T09:16Z [----] followers, [----] engagements


"Indirect plays Keck Seng $0184.hk (residential buildings and office/retail space in Macau) K Wah $0173.hk (Galaxy) and direct plays Sands China $1928.hk. #InTheSpotlightFGN - Macau's gross gaming revenue for February reached MOP19.74bn up 6.8% year-on-year. Hotel occupancy rate hit 94.7% in January with [----] million visitors. #Macau #GamingRevenue #HotelOccupancy #VisitorNumbers #FocusAsiaPacific https://t.co/H2aSmXgXuV https://t.co/v00v8pETZx #InTheSpotlightFGN - Macau's gross gaming revenue for February reached MOP19.74bn up 6.8% year-on-year. Hotel occupancy rate hit 94.7% in January with"  
[X Link](https://x.com/phil_hk/status/1907331210256216303)  2025-04-02T07:16Z [----] followers, [---] engagements


"I suspect Africa Oils trigger price for 70% of the remaining cargoes of the year was just hit. $AOI.TO $AOI.ST $AOIFF @AfricaOil_Corp In regards to Africa Oils hedging program for [----] please see below $AOI.TO $AOI.ST $AOIFF: https://t.co/xfHBCbYUh6 In regards to Africa Oils hedging program for [----] please see below $AOI.TO $AOI.ST $AOIFF: https://t.co/xfHBCbYUh6"  
[X Link](https://x.com/phil_hk/status/1908114607774003437)  2025-04-04T11:09Z [----] followers, [----] engagements


"I like First Pacific's $0142.hk underlying businesses but this could be an area of concern. Like I mentioned on several occasions they have a lot of USD debt and mainly income in IDR and PHP. I think the USD will go down over the medium term but question is against what. USDSGD serves as an excellent proxy for all exporting Asian currencies. It has broken above the bullish flag pattern. https://t.co/YJO3TZIT2v USDSGD serves as an excellent proxy for all exporting Asian currencies. It has broken above the bullish flag pattern. https://t.co/YJO3TZIT2v"  
[X Link](https://x.com/phil_hk/status/1909874425748767010)  2025-04-09T07:42Z [----] followers, [---] engagements


"Interesting take on CK Hutchison's ports deal. $0001.hk https://www.reuters.com/breakingviews/ck-hutch-ports-sale-can-be-good-beijing-too-2025-04-28/ Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM https://www.reuters.com/breakingviews/ck-hutch-ports-sale-can-be-good-beijing-too-2025-04-28/ Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK"  
[X Link](https://x.com/phil_hk/status/1917118821812605085)  2025-04-29T07:28Z [----] followers, [---] engagements


"$mer.to $aoiff @MerenInc $mer.to https://t.co/yTVkI95dnE $mer.to https://t.co/yTVkI95dnE"  
[X Link](https://x.com/phil_hk/status/1957563898233602393)  2025-08-18T22:02Z [----] followers, [----] engagements


"Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to 94% from 92% office to 92% from 90% tenant sales +8% YoY. HK$8B new capital recycling goal. Theres a lot of doom surrounding Hong Kong & HSI. The narrative is that HKs days as a financial center are numbered. Everyone is entitled to their belief but think this is complete bullocks. I urge everyone to read this to get a better understanding: https://t.co/IQf5Rp70tQ Theres a lot of doom surrounding Hong Kong & HSI. The"  
[X Link](https://x.com/phil_hk/status/1965674414999306630)  2025-09-10T07:11Z [----] followers, [----] engagements


"Great Eagle Holdings $0041.HK 1H [----] results: Property sales (ONTOLO ONMANTIN) face margin compression Champion REIT distributions down 11.6% as expected. Hotels shine with double-digit RevPAR growth in key markets boosted by higher occupancy & room rates. #HKProperty Another favourite in the HK property sector for me is Great Eagle Holdings Ltd. $0041.hk Bermuda incorporated MCAP: [----] B HKD (barely 1B USD) Net debt: [-----] B HKD EV: 15.565B HKD Dividend yield: 8.03% (0.5+0.37 HKD) Details on the NAV: https://t.co/FtwAZXt8pQ Another favourite in the HK property sector for me is Great Eagle"  
[X Link](https://x.com/phil_hk/status/1966093474366894192)  2025-09-11T10:56Z [----] followers, [----] engagements


"Quite interesting First Pacific's stellar performance for the past [--] years when two of its biggest holdings PLDT and Indofoods have declined. $0142.hk"  
[X Link](https://x.com/phil_hk/status/1973613796120994085)  2025-10-02T04:59Z [----] followers, [----] engagements


"@MikeFritzell Sure there are other assets as well and First Pacific got smashed going into to covid so got extremely depressed. More so than the underlying. Still I find it a bit perplexing"  
[X Link](https://x.com/phil_hk/status/1973621269594775618)  2025-10-02T05:29Z [----] followers, [---] engagements


"Who could have thought $0014.hk $0041.hk $1113.hk $j36.si $h78.si #HongKong Grade A Office Market Posts Strongest Net Absorption Since [----] - What's Driving the Recovery https://t.co/wq6OrBbopT #HongKong Grade A Office Market Posts Strongest Net Absorption Since [----] - What's Driving the Recovery https://t.co/wq6OrBbopT"  
[X Link](https://x.com/phil_hk/status/1980691634447917227)  2025-10-21T17:44Z [----] followers, [---] engagements


"Astra $ASII.JK all of sudden popping. Up around 60% with dividend from tariff lows back in April. October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle & Carriage continues to trade rich relative Astra (66x). https://t.co/d4RDiRmqvb October numbers are out for Astra's car sales $ASII.JK $C07.SI $JMH. Although sales this year are down encouraging to see Astra is actually taking market share despite BYD ramping up production. Jardine Cycle &"  
[X Link](https://x.com/phil_hk/status/1981628665919422540)  2025-10-24T07:47Z [----] followers, [----] engagements


"@MikeFritzell Huge movements in both Astra $asii.jk and HM Sampoerna $hmsp.jk in the last few months"  
[X Link](https://x.com/phil_hk/status/1985518334172152114)  2025-11-04T01:23Z [----] followers, [---] engagements


"@RecoveryTrade @ArenaManCapital Remember who sold the Center at the top in [----] for 5B USD (Li) & who refused to sell Excelsior (Jardines/Mandarin) at 3.8B USD in [----]. Just to sell top [--] floors +signage rights of the newly developed luxury office building to Alibaba at depressed market valuation of 925M USD"  
[X Link](https://x.com/phil_hk/status/1987007212510912701)  2025-11-08T04:00Z [----] followers, [--] engagements


"@RecoveryTrade @ArenaManCapital Hong Kong Land/Jardines levered up in the 80s just before the crash in [----] almost bankrupting Hongkong Land. Plenty of mistakes there. With that said Im a shareholder now& they got a lot of non-property things right too with diversifying with South East Asia/Astra etc"  
[X Link](https://x.com/phil_hk/status/1987008101091057690)  2025-11-08T04:03Z [----] followers, [--] engagements


"HK property having a good day and a good year. Hysan $0014.hk and Great Eagle $0041.hk leading the way this year. Returns ex dividend. For total returns incl. dividends add 6-8%. Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks not a bad time to load up on quality developers. $0041.hk Great Eagle Holdings $0014.hk Hysan Development $0083.hk Sino Land $H78.SI Bloomberg writing obituaries on HK property market every day now. HK property stocks seem to have stopped reacting to negative "news". Methinks"  
[X Link](https://x.com/phil_hk/status/1988447764897050937)  2025-11-12T03:24Z [----] followers, [----] engagements


"@deyhatemetoo @MerenInc Based on the price of its reserves its not that cheap but if you look at the quality of the cashflows the high margins and the fact the producing fields are operated by majors its quite cheap I would say. Factor in potential upside from Venus it becomes even cheaper"  
[X Link](https://x.com/phil_hk/status/1989339867457933742)  2025-11-14T14:29Z [----] followers, [---] engagements


"$MER.TO $MRNFF $MER @MerenInc Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15) https://t.co/r7BbkM7L2t Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15) https://t.co/r7BbkM7L2t"  
[X Link](https://x.com/phil_hk/status/1990976473973600304)  2025-11-19T02:52Z [----] followers, [----] engagements


"Seems all the CK companies are about to break out. CK Hutchison $0001.hk has cleared [--] HKD and is heading for [--] HKD as a first stop imo. CK Asset $1113.hk has cleared [--] HKD and is heading for 52-54 HKD. CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports sale delayed to '26 but still on; telecom spin-off eyeing London IPO; buybacks & extra divvies coming Next stop: HK$74 then HK$103 Undervalued gem CK Hutchison ($0001.HK) cruising at [-----] HKDeyeing breakout. Stellar H1: +11% profit (HK$11.3B) +12% retail EBITDA Ports"  
[X Link](https://x.com/phil_hk/status/1993592547365794208)  2025-11-26T08:07Z [----] followers, [----] engagements


"Monthly charts of the same CK Hutchison $0001.hk and CK Asset $1113.hk"  
[X Link](https://x.com/phil_hk/status/1993598466661269937)  2025-11-26T08:31Z [----] followers, [---] engagements


"Hysan $0014.hk trading strong in an otherwise weak market 👀. Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl Hysan ($0014.HK) coiling tight under HK$16.70 resistanceclassic breakout setup 1H25 results solid: turnover +2.2% recurring profit +1.2% retail occupancy to 94% tenant sales +8% YoY. HK$8B capital recycling in play. Break [-----] [----] target https://t.co/m3Y9hHWywl"  
[X Link](https://x.com/phil_hk/status/1998612998110564365)  2025-12-10T04:37Z [----] followers, [---] engagements


"CK Hutchison ($0001.HK) about to break out on weekly chart after long base Hired Goldman Sachs & UBS for dual HK-London IPO of Watson. Ports deal still pending into [----] (potential massive unlock) plus telecom unit spin-off/IPOs on watch. [----] could bring fireworks 🚀 #HKEX Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating 10% of the revenue. Oh also do you remember when he sold the Center https://t.co/lr033ueyIz Is Superman Li back For all"  
[X Link](https://x.com/phil_hk/status/2009519839283675330)  2026-01-09T06:57Z [----] followers, [---] engagements


"Strong weekly close for CK Hutchison $0001.hk. No resistance until [--] HKD and my bet is even that will break pretty quickly. Full steam🚂 ahead Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average P/B of [----] [---] HKD. If you are interested pls see below: https://t.co/b2aIRpgWyM Take this with a barrel of salt. I let Grok make an SOTP post port sale valuation of CK Hutchison $0001.hk it came up with a valuation of [---] HKD / share. Adjusted for a 10-year average"  
[X Link](https://x.com/phil_hk/status/2012081995439059324)  2026-01-16T08:38Z [----] followers, [----] engagements

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