Eclipse Capital

Generalist with a valued-oriented approach
Non-stop to trun rocks in global equity market

[Eclipse Capital @EclipseX000]

@catapultcap I’m new to this name.Could you help me understand why the organic growth in 2024 is only 0.5%?

[Eclipse Capital @EclipseX000]

@atelicinvest 1. Large banks take more market share?
2. Regulatory review on interchange fee hurts Cuscal revenue?

[Eclipse Capital @EclipseX000]

@MikeFritzell @orrdavid Thanks!

[Eclipse Capital @EclipseX000]

@MikeFritzell @orrdavid BTW, do you have any book recommendations to learn short selling in the Asian markets (or, more broadly, any international / ex-U.S.)?

[Eclipse Capital @EclipseX000]

@orrdavid I am exactly thinking of the same thing. Though a lot of those countries may have resrections on shorting stock.

[Eclipse Capital @EclipseX000]

@WimalSamara It would be the last week of April.

[Eclipse Capital @EclipseX000]

Singamas (716 HK) is a Graham net-net in a cyclical industry benefiting from favorable tailwinds, undergoing a transformation into a more stable business, and managed by shareholder-friendly management.
PB 0.4x, 70% in net cash.
Paid 1.3x MV as div in last 5 years.

[Eclipse Capital @EclipseX000]

@WimalSamara It will remain cyclical, and it is currently emerging from a trough.

[Eclipse Capital @EclipseX000]

Singamas ($716.HK) announced a positive profit alert of $30M, marking a 54% increase from its 2023 figure.
https://t.co/zfdX4fK0qN

[Eclipse Capital @EclipseX000]

$JD, the controlling owner, has submitted a non-binding proposal to acquire all outstanding shares of $DADA at $2/sh. This offer represents a 40% premium over the last trading price and a 12% premium to the current trading price of $1.78.

[Eclipse Capital @EclipseX000]

@MikeFritzell I published a Hong Kong net-net investment idea on Substack. I'd appreciate any feedback you might have.

[Eclipse Capital @EclipseX000]

@AltayCapital @GHadjia surprisingly poor

[Eclipse Capital @EclipseX000]

@FedexSTi @DataDInvesting Could you help me understand why XP is shitty? (any link of information would be appreciated!)

[Eclipse Capital @EclipseX000]

@catechwilliams What do you think of $CLMB?

[Eclipse Capital @EclipseX000]

@mochistocks Would appreciate a link !

[Eclipse Capital @EclipseX000]

@MikeFritzell @orrdavid There is converts. Even though they said all dilution has been canceled by completed buyback in the last Q.

[Eclipse Capital @EclipseX000]

@ClarkSquareCap May I ask why you buy 5000 shares? If the ratio is below 5000, I thought your shares would not be bought back by company and stay in your hand.

[Eclipse Capital @EclipseX000]

@willschoebs Thanks! I have seen some other Japan software companies with low GM. Now I have to guess if they are the same case.

[Eclipse Capital @EclipseX000]

@DashHuang 费用最终都是由消费者承担的。监管是为了降低风险，不合理的监管可以拉高风险。