BZ Kanzhun Ltd

$BZ Saw this on Equibles. Kanzhun Ltd President Chen Xu reported selling 400,000 BZ shares on September 4, 2026, worth about $3.4 million, in a non-derivative Form 4.

USDINR near 94.95. India grew 7.8% and took $2.85B of equity inflows in August. The RBI still looks like the bid. Oil is the veto. India imports 85%+ of its crude. Brent is already above $91. A push toward $96 hits the current account fast. IT dollars help. A hawkish Fed and 4.79% US 10-year do not. Watch crude first, then 95. USDINR $BZ=F $INDA $INFY #USDINR #Rupee #India #Oil

$BZ=F jumped 4.6% to $94.65 after fresh US strikes near Hormuz. WTI closed above $90. Energy +1.1% while $SPY fell 0.7%. Oil is up 57% from year-end. Energy leads the S&P at ~44%. The SPR is under 300M barrels. Futures are now the hedge; inventories used to be. Watch the curve and any Hormuz deal talk. $BZ=F $CL=F $XLE $USO #Oil #Energy #Brent #Hormuz

$BZ BOSS Zhipin Q2 2026: Steady, With Share Gains Against the Macro Tide Another steady quarter. Better efficiency at scale lifted core profit slightly above expectations. (The bigger beat on adjusted net profit came mainly from investment gains tied to the Zhipin IPO.) Growing while the macro weakens comes down to two things: a later Chinese New Year pushed the spring hiring peak back, and as blue-collar recruitment moves online, BOSS Zhipin's product strength is winning it more share. World Cup sponsorship also helped, adding 9.3 million net new users. With some competitors coping less well under pressure, QuestMobile data shows BOSS Zhipin's active users now account for more than half the market. Overall, the same picture as before: steady growth, improving efficiency, consistent shareholder returns. The moat is intact and management is dependable.

$BZ Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.33 up 13.79% YoY • Reported revenue of $353.05M up 20.30% YoY • For the third quarter of 2026, Kanzhun Limited currently expects its total revenues to be between RMB2.41 billion and RMB2.50 billion, representing a year-on-year increase of 11.4% to 15.6%.