statarbed

Random thoughts on Crypto, Politics, Markets

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@pandawatch88 Communism with capitalist characteristics

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@thinkror Any possibility CRCC will privatise the firm?

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@veetsam @MikeFritzell So the regular German withholding tax doesn't apply to Haier D?

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So you're telling me there is a <HK$1b stock out in HK with a HK$650m net cash position and holds a >HK$1b stake in "China's Palantir"?

AND...
-> Pays a dividend, does buybacks
-> Profitable operations
-> HK$500m of prime property

$0623.HK

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@illyquid Will these firms ever distribute their cash positions to shareholders?

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@tphuang How does this compare to the progress BYD has made in SIB?

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@RecoveryTrade What's the catalyst for https://t.co/4L8pWun4w6? Agreed there's a lot of value in the company but it feels like a lost cause as long as they don't return capital to shareholders

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@pandawatch88

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@phil_hk Given how bad they are at timing the market, Hysan selling Bamboo Grove probably means we have reached the bottom of the cycle...

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Scammer scammed by a bigger scammer

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

To the World Liberty Financials team and the global community,

As one of the early major investors in World Liberty Financials, I have contributed not only capital but also my trust and support for the future of this project. My goal has always been to grow alongside the team and community, and to jointly build a strong and healthy WLF ecosystem.

However, during the course of operations, my tokens were unreasonably frozen.

As one of the early investors, I joined together with everyone—we bought in the same way, and we all deserve the same rights.

I love and respect every member of this community. Tokens are sacred and inviolable—this should be the most basic value of any blockchain. It’s also what makes us stronger and more fair than traditional finance.

I call on the team to respect these principles, unlock my tokens, and let’s move forward together toward the success of World Liberty Financials.

I believe that a truly great financial brand must be built on fairness, transparency, and trust—not on unilateral actions that freeze investor assets. Such measures not only violate the legitimate rights of investors, but also risk damaging broader confidence in World Liberty Financials.

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@phil_hk @RecoveryTrade I'm not picky - special divs, buybacks, any distribution is welcome :)

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@pandawatch88 I think the overall goal here from the Chinese govt's view is to ensure there is long term competition and innovation. Gross margins will go up, but the govt will expect companies to use most of this additional cash to invest in R&D, increase salaries.

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@SpecSitsCapMgmt Does SBI Holdings own 100% of SBI Shinsei Bank?

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@matt_barrie What does 'incentives' mean?

[Grug 🪨 @grugcapital]

We will unfortunately never see another moment like DeFi summer or NFT mania again. Participants are too jaded and there are few true believers left, when new ways to speculate come along the micro cycles get shorter and shorter. If OHM launched today it would be over in 48 hours

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@JRUrbaneNetwork Why is it so expensive to build? Does this budget include land works around the stations so that the govt can sell development projects?

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@phil_hk Good luck to that person in getting the liquidity he wants

[Bloomberg @business]

CK Hutchison, the Hong Kong-based conglomerate, agreed to sell control of a unit that operates ports near the Panama Canal after pressure from Trump to limit Chinese interests in the region https://t.co/i5tqxI23BS