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🧵Smartkarma #eventdriven #threadoftheday
Z Fin (1168 HK)'s Suspension: Expect Ou To Make An Offer
— David Blennerhassett
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$1168.HK
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🧵Smartkarma #bottomup #threadoftheday
Korea Small Cap Gem #65: Korea Airport Service
— Douglas Kim
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$005430.KS
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🧵Smartkarma #eventdriven #threadoftheday
StubWorld: Stay Long Digital Garage (4819 JP)
— David Blennerhassett
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$4819.JP
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🧵Smartkarma #eventdriven #threadoftheday
On Ten Pao (1979)'s Proposed A-Share Spin-Off
— David Blennerhassett
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$1979.HK
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🧵Smartkarma #TMT #threadoftheday
Samsung Beat Estimates: HEAD FOR THE EXIT!!!
— David Mudd
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$005930.KS
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🧵Smartkarma #bottomup #threadoftheday
Samsung Electronics 2Q26 Earnings & Watch Out for SK Hynix Underperforming Samsung by 20%+
— Douglas Kim
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$005930.KS
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🧵Smartkarma #eventdriven #threadoftheday
Genesis Crashes Regis & Vault's Party With Superior Terms
— David Blennerhassett
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$VAU.AU
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Very promising news about cervical cancer in England.
I have some similar data.
https://t.co/53u5dHzIFb
1/8
#ThreadOfTheDay
Are we done with Covid?
I think even if we are - thee is no proof.
Thanks for this excellent thread looking at where we might go next.
Just like I have called out pro vaccine folks acting like ghouls and calling every death due to Covid, I have noticed some Novavax supporters generally use lack of data or not look if mRNA vaccines does something to claim Novavax is better. I have generally avoided
🧵Smartkarma #eventdriven #threadoftheday
Kingboard Laminates (1888 HK): Placement Will Bail Out Shorts; Index Implications
— Brian Freitas @tradingarb
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$148.HK
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🧵Smartkarma #eventdriven #threadoftheday
Con Aero Tech (232 HK) Should (Almost) Double At The Bell
— David Blennerhassett
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$232.HK
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🧵Smartkarma #equityderivatives #threadoftheday
SK Hynix & Samsung 2x ETFs: Quantifying Tactical Pullbacks and Optimal Re-Entry Zones
— Nico Rosti
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$005930.KS
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🧵Smartkarma #eventdriven #threadoftheday
I-Med: Jardine Matheson's Big Push Into Digital Healthcare
— David Blennerhassett
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$JM.SP
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🧵Smartkarma #bottomup #threadoftheday
Curator's Cut: Brokering Records, Race to SpaceX & The Rise of Physical AI
— Pranav Rao
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$8628.JP
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🧵Smartkarma #eventdriven #threadoftheday
CR Power (836 HK): Still Upside From Expected Clean Energy Spin-Off
— David Blennerhassett
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$836.HK
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🧵Smartkarma #equityderivatives #threadoftheday
Tencent (700 HK) Tactical Outlook: Is the Selloff Over? Model Signals Reversal Ahead of Earnings
— Nico Rosti
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$700.HK
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🧵Smartkarma #equityderivatives #threadoftheday
Samsung Electronics (005930 KS) Tactical Outlook Ahead of Cerebras IPO
— Nico Rosti
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$005930.KS
1/
🧵Smartkarma #bottomup #threadoftheday
FnGuide SK Hynix Value Chain Index, SK Hynix, and Nvidia (Think of the Movie Godfather)
— Douglas Kim
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$000660.KS
1/
Today in #ThreadOfTheDay
I have just come back Myanmar 🇲🇲 where I spent two weeks traveling around the resistance-held territories of the Sagaing region. Its a remote region which no other foreign press has managed to visit since the start of the war five years ago.
I'll share some impressions below 🧵
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